Processing Payments with PandaDoc
Are you interested in improving work efficiency and user experience by collecting signatures and payments directly within your sent documents? This 20-minute course is designed to help you gain the knowledge and skills needed to collect payments within your documents. (Learn more...)
Processing Payments with PandaDoc
Are you interested in improving work efficiency and user experience by collecting signatures and payments directly within your sent documents? This 20-minute course is designed to help you gain the knowledge and skills needed to collect payments within your documents. Learn how to integrate your payment gateway with your PandaDoc account, configure payment settings on your templates and documents, and track your payments to ensure every payment is processed properly and on time.
This course is designed for:
- PandaDoc Account Owners and Admins looking to collect payments from recipients on their contracts and quotes
- Document creators who wish to know how to enable payment collection on a document
- Document creators who want to see the recipient's payment experience
By the end of this course, you will be able to:
- Integrate your payment gateway with your PandaDoc account
- Enable recipients to make payments directly within specific documents
- Experience collecting payments from your customers
- Monitor your payments with the PandaDoc Payment App
Availability:
Essentials, Business, and Enterprise plans
Essentials, Business, and Enterprise plans