PandaDoc and Square
With the PandaDoc and Square integration, your customers can pay immediately after they accept your proposal, quote, or sign a contract with eSignature technology. PandaDoc customers using online payments typically get paid in just two days.
Secure your payment by requesting a fixed amount or a percentage of the total deal amount. You can also remind customers about their outstanding bill and payment due with just one click.
Learn more about PandaDoc via their website.
Integrate with PandaDoc
To integrate PandaDoc with your Square account, follow these steps:
Visit the App integrations section of your online Square Dashboard and click Visit App Marketplace.
Search for PandaDoc in the search bar > click Search.
Under PandaDoc, click Get Started.
Allow permissions to access your Square account information.
If you require further assistance, take a look at PandaDoc's Support Centre for help getting started.
Plans and Pricing
Square’s fee for payments processed through PandaDoc will vary depending on the types of payments processed (e.g. in-person, online, etc.). Learn more about PandaDoc’s pricing and plans.
Payments and Reporting
You’ll receive transfers for your PandaDoc transactions just like your Square Point of Sale payments — following your transfer schedule.
Manage Your PandaDoc Account
PandaDoc’s features, services, and subscriptions are managed by PandaDoc directly. For additional help, visit their Support Centre. You can also email their Support Team directly.