Availability: All plans
Collect bank-to-bank wire transfers from your customers based in Germany, France, or the UK via PandaDoc documents using the Denario payment gateway.
Skip to:
Enable the integration
Add a payment app to your document or template
Send a document and collect payment
Enable the integration
Go to Settings > API & Integrations > Find Denario. Select the integration, then click Connect
Fill out the required information and select Sign up. Select Sign in if you already have a Denario account.
Once you’ve verified your email address and filled out the personal details, company information, and linked your bank account, you will see a confirmation screen that the authentication has been successful.
Adding a payment app
Now, open your template, document, or form to add a payment to it.
Click Apps on the right panel
Click on “Payment” to add it
Set it up: assign the payer and set a payment amount
Once you are ready, send out your document.
Your recipient will open the document and complete it. The document status will become “Waiting for payment”.
To proceed to payment, they click the payment icon in the top right and click “Pay”
In the new pop-up, they’ll need to provide the account holder name and select their bank (UK, germany or France). They will be redirected to their bank account to pass authorization, then they can make the payment.
Once the payment has been cleared, the document status will become Paid. You and your recipients will receive a confirmation email to notify you the payment has gone through
Once a document is paid, a new Customer record will be created in Denario.