{
  "schemaVersion": "1.0",
  "item": {
    "slug": "pandadoc",
    "name": "PandaDoc",
    "category": "finance-and-operations",
    "description": "PandaDoc account subscription invoices in payment settings.",
    "status": "researched",
    "website": "https://www.pandadoc.com/",
    "invoiceHelpUrl": "https://support.pandadoc.com/en/articles/9715032-account-billing-and-ownership",
    "accessMethods": [
      "vendor_portal",
      "email_forward",
      "manual_upload"
    ],
    "authentication": {
      "oauth": false,
      "apiToken": false,
      "browserSession": true,
      "requiredRole": "Account owner or user authorized to access payment settings."
    },
    "capabilities": {
      "accountDiscovery": {
        "supported": false,
        "notes": "No public workflow for discovering every account from billing data is documented."
      },
      "billingHistory": {
        "supported": true,
        "notes": "Billing records are documented at Settings → Payment details → Invoices history.."
      },
      "invoiceMetadata": {
        "supported": "unknown",
        "notes": "The public source does not specify a consistent invoice-metadata view."
      },
      "invoicePdf": {
        "supported": "unknown",
        "notes": "The public source does not confirm a downloadable PDF for every account."
      },
      "creditNotes": {
        "supported": "unknown",
        "notes": "Credit-note availability is not confirmed by the reviewed source."
      },
      "lineItems": {
        "supported": "unknown",
        "notes": "Line-item availability is not confirmed by the reviewed source."
      },
      "usage": {
        "supported": "unknown",
        "notes": "A usage export is not confirmed by the reviewed source."
      },
      "subscriptions": {
        "supported": "unknown",
        "notes": "Subscription detail is not confirmed by the reviewed source."
      },
      "paymentMethod": {
        "supported": "unknown",
        "notes": "Payment-method visibility is not confirmed by the reviewed source."
      }
    },
    "billing": {
      "cadence": [
        "plan-dependent"
      ],
      "invoiceLocation": "Settings → Payment details → Invoices history.",
      "emailedAutomatically": "unknown",
      "currencies": [],
      "documentTypes": [
        "invoice"
      ]
    },
    "billproof": {
      "retrieval": false,
      "normalization": true,
      "transactionMatching": true,
      "connectionAvailable": false,
      "limitations": [
        "Billproof does not currently have a direct PandaDoc billing connection.",
        "Retrieval requires an authorized user to download or forward the document."
      ]
    },
    "normalizedFields": [
      "vendor_name",
      "invoice_number",
      "invoice_date",
      "billing_period",
      "subtotal",
      "tax",
      "total",
      "currency",
      "payment_method",
      "account_id"
    ],
    "commonCardDescriptors": [],
    "researchedAt": "2026-10-16",
    "lastVerifiedAt": "2026-10-16",
    "sources": [
      {
        "title": "PandaDoc: official billing help",
        "url": "https://support.pandadoc.com/en/articles/9715032-account-billing-and-ownership",
        "type": "official"
      }
    ],
    "guide": {
      "quickAnswer": "Open Settings → Payment details and retrieve past invoices from Invoices history.",
      "requiredRole": "Account owner or user authorized to access payment settings.",
      "steps": [
        "Select the account associated with the paid subscription.",
        "Open Settings → Payment details.",
        "Locate Invoices history and download the invoice for the relevant payment."
      ],
      "historyLocation": "Settings → Payment details → Invoices history.",
      "missingInvoice": "Ask the account owner if payment settings are unavailable. A renewal invoice is generated on the renewal date, so a future charge will not yet have its final invoice.",
      "formats": [
        "Downloadable subscription invoice"
      ],
      "commonProblems": [
        "Documents sent for customer signatures are separate from PandaDoc's own subscription invoices."
      ],
      "matchingTips": [
        "Retain the account identifier and invoice date so subscription costs are not confused with payments collected through signed documents."
      ]
    },
    "statusLabel": "Billing guide available",
    "cta": "Request this integration",
    "manualGuide": "https://billproof.io/guides/find-pandadoc-invoices",
    "urls": {
      "html": "https://billproof.io/integrations/pandadoc",
      "json": "https://billproof.io/api/public/vendors/pandadoc.json",
      "capabilities": "https://billproof.io/api/public/vendors/pandadoc/capabilities.json"
    }
  }
}