Get Paid Faster
With PandaDoc's integration with Authorize.Net, you can enable credit card online payments in your proposals, quotes, and contracts. This means that as soon as your clients sign the deal, they can make the payment, allowing you to get paid immediately when the deal closes. Whether your clients prefer Visa, Mastercard, Discover, or any other major credit card or debit card provider, they can conveniently make their payments right within the document they just signed.
Automate Payment Reminders
Don't let payments fall through the cracks. With PandaDoc, you can automate reminders for outstanding payments with just one click. This feature ensures that your clients receive friendly reminders to submit their credit card payments directly from the document they signed, streamlining the payment process and improving cash flow.
Flexible Payment Options
PandaDoc offers flexible payment options, including the ability to set down payments. You can adjust the initial amount required for payment either by percentage or a fixed amount to secure down payments faster. This flexibility allows you to cater to your clients' needs while ensuring a seamless payment experience.
Efficient Recurring Payments
Initiating recurring payments is made simple with PandaDoc's payment block. You can easily collect the first payment for subscriptions or payment plans and set up recurring payments or subscriptions in your virtual terminal. This feature helps you streamline the collection of payments for ongoing services or products, enhancing customer convenience and retention.
Enhanced Data Security
Data security is a top priority when handling customer payments. Authorize.Net, the payment gateway integrated with PandaDoc, is PCI DSS compliant and dedicated to rigorous fraud detection and safeguarding customer information. By securely processing payments through this trusted gateway, you can ensure the protection of sensitive payment data and build trust with your customers.
Streamlined Invoicing and Contract Generation
PandaDoc simplifies the process of generating invoices and contracts. By setting up your payment preferences in your template, you can save time when creating invoices, as they will inherit the template settings. Additionally, you can generate invoices with information from existing documents, making it quick and easy to customize invoices for your customers. This streamlined approach enhances efficiency and accuracy in billing processes.
Organizational Tools
PandaDoc provides tools to help you stay organized when managing payments. You can easily track the number of documents that are pending payment and filter documents based on their payment status. These organizational features give you a clear overview of outstanding payments and facilitate efficient follow-up actions to ensure timely collections.
Maximizing Tech Stack Investments
By integrating PandaDoc with your existing tools, you can maximize the efficiency of your document workflow. Whether you use CRM systems like Salesforce or Pipedrive, or payment platforms like FreshBooks, PandaDoc seamlessly integrates to streamline your processes and accelerate deal closures. Leveraging these integrations ensures that you can leverage your existing tech stack investments for enhanced productivity and business growth.