Quick summary
This tutorial shows how to integrate PayPal with PandaDoc by navigating to Payment Gateways in Settings and authenticating your PayPal account in just a few clicks. Once connected, you can use PayPal as your preferred payment processor directly within PandaDoc documents.
Steps
- Open your PandaDoc account and go to Settings.
- Click Integrations.
- Go to Payment Gateways and find PayPal.
- Click Connect.
- Fill in the empty field with your email address.
- 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 and activate PayPal as your preferred payment processor.
