With PandaDoc, users can enable Stripe functionality, allowing businesses to collect payments from recipients from directly within documents. Payments are even linked with pricing tables, meaning that payment amounts are automatically generated without the need for manual calculations. To further customize the payment process, you can request a chosen percentage as a down payment, and activate automatic follow-up reminders to prevent late payments.

Using information from your product catalog or preferred contract management software, you can efficiently and seamlessly transfer data into documents that you’re building. Give recipients the power to select from a list of proposed products or services, and even allow them to change quantities themselves. In-document quoting software can also be used to auto calculate relevant discounts and taxes, eliminating costly errors.

PandaDoc can automatically track a wide range of important metrics. View and record any status changes, who has opened each document, and how long they’ve viewed them for. This helps with auditing and provides valuable information to help optimize the effectiveness of the whole document and streamline the document signing process.