PayPal + PandaDoc Integration | Streamline Payments & Document Management

Explore Triggers and Actions

New Payment Event (Instant)

Triggers a new event on a new payment webhook event.

Create Folder

Create a new folder to store your documents.

Get Document Details

Return detailed data about a document.

Create or Update Contact

This method adds or updates a contact using the email as index.

Get Document Status

Get basic status info about a document.

List Contacts

List all contacts within an account.

List Document Attachments

Returns a list of attachments associated with a specified document.

List Documents

List documents, optionally filtering by a search query or tags.

List Folders

List folders which contain Documents.

Send Document

Move a document to sent status and send an optional email.

How it works

Add your support channel as a trigger

Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.

Connect your apps

Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.

Connect it to your tools

Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

What can Ayudo do with Paypal and Pandadoc?

The PayPal and PandaDoc integration empowers businesses to send, sign, and get paid—all within a single platform. Easily embed PayPal payment buttons directly into your PandaDoc proposals, contracts, and invoices, allowing your clients to complete transactions instantly upon document approval. This integration simplifies the sales process, accelerates cash flow, and enhances the customer experience by combining secure payments with professional document management.

Frequently asked questions

How do I connect PayPal with PandaDoc?

To connect PayPal with PandaDoc, navigate to the integrations section in your PandaDoc account settings, select PayPal, and follow the prompts to authorize and link your PayPal business account securely.

Can I accept payments directly through PandaDoc using PayPal?

Yes, once integrated, you can add PayPal payment buttons to your PandaDoc documents, enabling clients to pay instantly without leaving the document.

Are there any fees for using PayPal with PandaDoc?

While PandaDoc does not charge extra fees for the integration, standard PayPal transaction fees apply based on your PayPal account terms.

Is the payment process secure when using PayPal in PandaDoc?

Absolutely. PayPal uses advanced encryption and fraud protection to ensure all transactions are safe and secure within PandaDoc documents.

Can I track payment status within PandaDoc after integrating PayPal?

Yes, PandaDoc provides real-time updates on payment status, so you can easily monitor which documents have been paid and which are pending.

Paypal and Pandadoc Integration

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Paypal and Pandadoc?

Frequently asked questions

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