Payments

Accelerate deals and take payments as soon as the deal closes, all within a single tool

No credit card required

Close deals and get paid faster

With PandaDoc Payments your customers can pay immediately after the deal is signed, without ever having to leave your documents.

A world-class checkout

Provide a world-class buying experience for your customers. Allow them to pay in seconds, without ever having to leave your quote, proposal or contract with a simple checkout experience they can trust.

Many online payment options

Make it easy for customers to pay. They can pay using PayPal or credit cards via your preferred payment gateway, including Stripe ACH, PayPal, Square, and more. Our Zapier and API integration also lets you connect to your accounting software.

Connect payments to documents

Use a single tool to create sales documents and collect payments as soon as the deal is signed. Embed payments into 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