Payments

Accelerate deals and take payments when the deal is closed, all within a single tool

No credit card required

Close deals and get paid faster

With PandaDoc Payments your customers can pay immediately after they sign a deal, right from your proposal, quote, or contract.

Accept payments online

Make it easier for customers to pay. Your recipients can pay electronically using PayPal or credit cards via your preferred payment gateway, including Stripe, PayPal, Square, QuickBooks Payments, or Authorize.Net.

Payments out-of-the-box

Connect PandaDoc proposals, quotes, and contracts with your merchant accounts in just a few clicks. And with our Zapier and API integration, you can increase productivity by connecting to your accounting and invoicing software.

Connect documents and payments

Use a single tool to create sales documents and collect payments once a deal is signed. Embed payments in your templates to save a ton of time when building and sharing proposals, quotes, contracts, and invoices.

Keep track of the progress

Watch your real-time deal’s status from pitch to payment and stop wondering if you’ve been paid yet. PandaDoc shows you document and related payment statuses in one place and insights like opens, views, or time viewed.

Get your documents signed

Request eSignatures and collect payment after your client signs your proposal. Ensure internal alignment with approval workflows and achieve successful contract negotiation with in-document commenting.

Make invoicing easier

Generate quotes and invoices and be flexible with payment options. Whether you need to secure a down payment, set up recurring payments or a subscription, PandaDoc lets you collect a fixed amount or percentage of the total contract amount

Keep your data secure

Security and PCI compliance is incredibly important when handling customer payment information. PandaDoc integrates with commonly used payment gateways which are all security minded and PCI DSS compliant.

Make payment collection efficient

Reduce the average payment time to 2 days and improve business metrics by attaching online payments to contract signing requests

per week saved
12 h
decrease in doc creation time
65%
increase in close rate
28%
increase in average sale price
18%

Seamless integrations

We integrate with over a dozen CRMs like HubSpot, Salesforce, and Microsoft, eliminating the need to copy and paste product and pricing information from one software tool to another. Save loads of time when you create, send, track, and eSign proposals right within your CRM software. And with our API and Zapier integration, you can increase productivity and transform your proposal processes even more.

  • HubSpot
  • Salesforce
  • Copper
  • Zoho
  • Pipedrive
  • PayPal
  • Xero
  • Insightly
  • Stripe

Get started with PandaDoc today

No credit card required