Quick summary
PandaDoc lets you accept PayPal payments directly within your documents by connecting PayPal through the built-in Payment extension. This integration allows recipients to pay instantly upon signing, reducing friction in the quote-to-cash process.
Steps
- Navigate to the Documents tab in PandaDoc.
- Open the document where you want to accept PayPal payments.
- Select Extensions on the right panel and choose Payment.
- Click Get started to begin the payment setup.
- Choose PayPal as the payment method and click Connect to complete the integration.
