Integrating PayPal with PandaDoc allows you to collect payments directly through your documents, such as contracts, invoices, and proposals. Here’s how you can set it up:
- Open your PandaDoc account and go to 'Settings'.
- Click 'Integrations'.
- Go to 'Payment gateways' and find 'PayPal'.
- Click on 'Connect'.
- Fill in the empty field for your email.
- Click 'Next' to proceed.
- Provide the password for your email to log in to your PayPal account.
- Click 'Log in' to confirm.
- Click 'Agree and Connect' to apply the payment changes. Now you can use PayPal as your preferred payment processor.