Say goodbye to payment delays. With PandaDoc, clients can complete contracts and pay as documents are signed. Eliminate friction, speed up transactions, and reduce time-to-cash.
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We were meticulous in our search for the right tool that would take our proposals to the next level, and PandaDoc delivered on every front. As a small business, PandaDoc has become an indispensable part of our workflow, demonstrating time and time again why it was the right choice for us.
Adam Greenspan
CEO at LiteZilla
150%
increase in sales velocity
20%
close rate improvement
30%
increase in average contract value
Collecting payments is one of the most critical steps in business, but the process is usually inefficient.
Because teams rely on separate tools for sending contracts and invoices, sales reps and accounting departments often end up chasing payments from customers who signed contracts but haven’t paid for services or deliverables. This causes deals to stall after they’ve technically closed, creating confusion and stress in the business relationship.
With PandaDoc payments, your clients can complete the entire transaction process, including signing and paying, without ever leaving your quote, contract, or proposal. You can even integrate your existing payment processing software directly into PandaDoc with our native integrations.
No third-party tools or manual follow-ups are required. Payments are automatically recorded within your document tracking, helping your team reduce admin time, boost cash flow, and improve the customer experience.
Accept payments directly inside your proposals and contracts. Create, send, sign, and collect payments in a single, unified process.
Improve the buyer journey by eliminating redirects and secondary steps. With PandaDoc, everything happens in one place.
Automatically log, track, and reconcile each payment. PandaDoc keeps everything organized and on track without extra effort from your team.
Simplify the payment process by allowing clients to pay during e-signing. Integrate directly with Stripe, ACH, PayPal, and others to transact deals in real time.
Accept payments within a secure, PCI-compliant platform to finalize deals while protecting sensitive client data.
Automate and scale payment workflows by embedding document creation, sending, and payment collection directly into your product or backend systems.
Trigger payment-enabled docs programmatically (e.g., when a deal closes or usage threshold is met)
Generate custom quotes or invoices at scale with payment links
Reduce manual steps by integrating document generation with billing, CRM, or product usage events
Everything you need to simplify payment collection, eliminate financial hang-ups, and expedite your quote-to-cash process.
Add payment fields directly to quotes, contracts, or invoices for fast and easy payment collection. Integrate with popular payment solutions to speed up processing, eliminate late payments, and remove invoicing steps.
Track every payment from your dashboard with real-time updates. View pending, completed, or failed transactions at a glance, and use that information to verify that all payments have been collected and processed within your finance tools.
PandaDoc integrates directly with multiple, secure payment gateways so that teams can establish standardized procedures and minimize potential errors. Payment details are stored with the processor, not with PandaDoc, further reducing risk.
With PandaDoc, teams can capture one-time payments, initiate monthly subscriptions, trigger renewal processes, and more. Offer flexible payment options, including multi-currency support, to match how your customers prefer to buy.
Use PandaDoc payment blocks to collect revenue from every document. Add the module, set the totals, and let your customers do the rest.
When creating your document in the PandaDoc editor, simply activate the payment module to initiate a payment workflow.
The payment module will calculate final costs automatically if your document has a pricing table. You can also input costs manually.
Connect the payment module to your gateway of choice (Stripe, Paypal, ACH, etc.), and use built-in tools to designate which signer is responsible for payments. PandaDoc supports multiple currencies, so you can set the currency directly within your proposal or document.
Connect PandaDoc to CRMs like Salesforce, HubSpot, Pipedrive, and others to auto-fill proposal data and avoid manual input errors.
Sales teams
Sales teams can streamline the closing process by allowing prospects to sign and pay at the same time. When combined with pre-filled templates, CRM integrations, and document tracking, PandaDoc payment solutions provide an end-to-end document process that removes delays while improving the customer experience.
Collect ACH payments directly from contracts and quotes
Get paid faster with Stripe integration
Streamline and automate with QuickBooks integration
Adding payments to your PandaDoc document is easy. When creating your document using the built-in document editor, you’ll add a payment block and integrate it with your preferred online payment gateway.
This requires some backend setup (linking your account to the payment processor of your choice, making sure the systems are linked, etc.), but it’s an easy process.
Click here to learn more about PandaDoc Payments in general, and here for a step-by-step guide on setting up payments.
Yes! PandaDoc integrates with well-known payment processors you can trust like PayPal and Stripe. Our platform also acts as a merchant service, not a payment processor. The buyer’s financial information is tokenized for protection and transacted by the processor directly through the integration.
All processors we use arel security-focused and PCI DSS compliant, giving you complete peace of mind over your online payment processing.
PandaDoc Payments currently integrates with Stripe, Authorize.net, Square, QuickBooks Payments, and PayPal, with more options being added over time.
Check the payments available integrations here.
PandaDoc Payments offers versatile payment options, enabling the collection of one-time, recurring, and installment payments directly within quotes and documents. Our platform empowers customers to split payments into multiple parts for added convenience.
Furthermore, we streamline the payment process by sending timely reminders to ensure prompt payments. Additionally, customers have the flexibility to initiate subscriptions or request one-time payments effortlessly through a pricing table, quote, or by inserting a custom amount.
PandaDoc eliminates most errors created from manual data entry and improves accuracy through automation.
When creating a document, teams can use pricing tables, product catalogs, and other similar solutions to create custom quotes for clients. Because product and service pricing is included in these catalog items, costs are calculated automatically as line items are added to the quote.
When customers pay using the built-in payment system, they’ll pay the sum total of the costs displayed on the document pricing table. This payment information can then be automatically imported to an accounting tool like QuickBooks.
With the exception of setting up the initial pricing in the catalog, the entire process is automated, minimizing errors from start to finish.
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