Focus: The focus of this self-help article is to provide steps and information to review your PandaDoc subscription plan and how to change it.
Please note: We accept Visa, MasterCard and American Express for payments.
Step 1: Access your PandaDoc account, go to Settings >Accounts. A secondary window will be displayed in your web browser.
If you would like to change your plan, click on the “Change plan” button, to change your plan.
Step 2: Manage Billing Details. If you want to make a payment, you can add/update your billing details. Click on “Update billing Info”
Here you will see a form to include your payment details and the “amount” which will be charged to your credit card.