Proposal Accepted. Stripe Subscription Live in Seconds.
Stop setting up Stripe subscriptions by hand after every signed PandaDoc. LedgerUp reads your pricing tables and handles the billing — the moment the proposal is signed.
How it works
Signed proposal to live Stripe subscription — no manual steps.
PandaDocProposal signed
AriPricing tables read
StripeSubscription created
SlackTeam notified in Slack
Ari reads the signed PandaDoc pricing tables, configures the Stripe subscription, and notifies your team in Slack.
PandaDoc to Stripe integration automates subscription creation the moment a sales proposal is signed. LedgerUp monitors PandaDoc for completed documents, reads accepted line items from pricing tables, and creates Stripe customers and subscriptions with the correct plan, billing interval, and discounts — eliminating the manual handoff between your sales tool and your billing system that costs time and introduces errors on every deal.
What LedgerUp does with PandaDoc + Stripe
Full billing automation from proposal acceptance to live subscription — without touching Stripe.
Signed Proposal Becomes a Live Stripe Subscription
When a PandaDoc proposal is signed, LedgerUp reads the pricing tables, creates the Stripe customer, and starts the subscription with the correct plan, billing interval, and price — no manual Stripe setup required.
PandaDoc Pricing Tables Drive Stripe Configuration
LedgerUp reads line items, optional add-ons, quantities, and discounts from your PandaDoc pricing tables and maps them to the matching Stripe products and prices. If the customer accepted an annual discount, Stripe reflects it automatically.
Stripe Payment Status Back to PandaDoc Records
Invoice status, payment confirmations, and failed payment alerts from Stripe flow back to your PandaDoc document records and your team in Slack. Everyone sees billing status without leaving the tools they already use.
Setup Fees and Recurring Billing from One Document
For proposals that include a one-time setup fee alongside a recurring subscription, LedgerUp creates both — a Stripe invoice for the setup fee and a subscription for the recurring charges — from a single signed PandaDoc.
LedgerUp vs Other PandaDoc-to-Stripe Approaches
How LedgerUp compares to Zapier, Make, and custom webhooks for connecting PandaDoc and Stripe.
| Feature | LedgerUp | Zapier | Make | Custom Webhooks |
|---|---|---|---|---|
| PandaDoc signed → Stripe subscription | Automatic, real-time | Basic trigger, no billing logic | Configurable, technical setup required | Possible, engineering required |
| PandaDoc pricing tables → Stripe products | AI-mapped, reads accepted items | Manual field mapping only | Manual mapping, limited transforms | Full control, full complexity |
| Setup fee + recurring from one proposal | Native — both created automatically | Not supported | Complex multi-step configuration | Possible with significant effort |
| Stripe payment status back to team | Slack notifications via Ari | One-way, manual setup | Configurable | Possible |
| Review and approve before billing | Yes — Ari asks in Slack before charging | Not available | Not available | Not available |
| Best for | SaaS teams closing deals in PandaDoc, billing in Stripe | Simple, low-volume automation | Teams comfortable with no-code tooling | Engineering-led orgs with time to build |
PandaDoc + Stripe billing use cases
How SaaS companies automate billing between PandaDoc proposals and Stripe subscriptions.
SaaS Subscription Sales via PandaDoc
For SaaS teams that send pricing proposals through PandaDoc, LedgerUp closes the loop to Stripe — turning an accepted proposal into a live subscription without anyone opening Stripe manually.
A $800/month SaaS subscription proposal signed on a Wednesday afternoon becomes a live Stripe subscription by Wednesday evening, with the first invoice sent automatically.
Setup Fee + Recurring Billing
PandaDoc proposals often include a one-time onboarding fee alongside the monthly subscription. LedgerUp creates both in Stripe from a single signed document — one invoice for setup, one subscription for the ongoing charges.
A $2,500 implementation fee plus $600/month subscription: Stripe charges the setup fee immediately and starts the monthly subscription on the next billing date — all from the signed PandaDoc.
Tiered and Usage-Based Pricing
For proposals with tiered pricing — where the customer selected a specific plan tier or usage commitment — LedgerUp maps the accepted PandaDoc line items to the correct Stripe price and configures metering where applicable.
A customer accepts the "Growth" tier from a PandaDoc pricing table with a 10,000 API call commitment. LedgerUp creates the Stripe subscription on the matching tiered price with metered overage billing enabled.
PandaDoc to Stripe integration FAQ
Common questions about automating Stripe billing from signed PandaDoc proposals.
How does LedgerUp know which Stripe plan to create from a PandaDoc proposal?
LedgerUp reads your PandaDoc pricing tables and matches accepted line items to your Stripe product and price catalog. You configure the mapping once — for example, "PandaDoc line item 'Growth Plan' → Stripe price ID price_xxx" — and LedgerUp handles the rest for every subsequent proposal. New line items are flagged for mapping before they're processed.
Does LedgerUp handle optional line items in PandaDoc proposals?
Yes. LedgerUp reads which optional line items the customer accepted in the PandaDoc pricing table and includes only those in the Stripe subscription. Add-ons the customer declined are not billed.
Can LedgerUp create both a one-time invoice and a subscription from the same proposal?
Yes. Many PandaDoc proposals include a setup or onboarding fee alongside a recurring subscription. LedgerUp creates a Stripe invoice for the one-time charge and a separate subscription for the recurring billing — both triggered by the single signed document.
What happens if the proposal has a custom discount?
LedgerUp reads discount values from the PandaDoc pricing table and applies the corresponding Stripe coupon or discount to the subscription. Fixed discounts, percentage discounts, and time-limited promotions are all supported.
Can my team review the billing action before Stripe charges the customer?
Yes. You can configure LedgerUp to notify your team in Slack via Ari before creating the Stripe subscription. Ari will summarize the billing action and ask for approval. Once approved, the subscription is created immediately. You can also configure specific deal sizes or new customers to always require approval.
Does LedgerUp work with annual PandaDoc proposals billed monthly?
Yes. LedgerUp reads the contract length and billing frequency from your PandaDoc document and configures the Stripe subscription accordingly — for example, an annual contract billed monthly creates a subscription with 12 monthly invoices at the annual rate divided by 12.
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