Quick summary
The PandaDoc PayPal integration lets you connect your PayPal account as a payment gateway directly from PandaDoc Settings, enabling you to collect payments seamlessly through your documents. Once configured, PayPal becomes your preferred payment processor, streamlining the payment collection process for every document you send.
Steps
- Log in to your PandaDoc account and navigate to Settings.
- Select Integrations from the Settings menu.
- Go to Payment Gateways and locate PayPal.
- Click Connect to begin the PayPal integration.
- Enter your PayPal email address in the designated field and click Next.
- Provide your PayPal account password to log in.
- Click Log in to confirm your credentials.
- Select Agree and Connect to finalize the integration and set PayPal as your preferred payment processor.
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