Stripe integration to pull info into PandaDoc, not for payments
Stripe integration to pull info into PandaDoc documents, integration is not supposed to be used for payments
Natallia Skarabahatava
shared this idea
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Doriane Mouret commented
Another example: PandaDoc sends info to Stripe that a contract has been signed and provides Stripe with customer info, amount and payment terms from contract. Stripe generate invoice automatically from this info and sends it to the customer for payment.
The reason we don't want to use PandaDoc invoices is because it creates invoice number discrepancies. Our SaaS users don't get PandaDoc contracts since they just signed up online and pay through Stripe. Our service users who do sign a PandaDoc contract also pay through Stripe, so we want to generate the invoice in Stripe to ensure that al our invoices are in one place, SaaS and services.
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Emily Gould
commented
Example: create a custom payment link through Stripe, the client pays via credit card through Stripe, link payment back to an invoice in PandaDoc so it will be marked as paid automatically