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Fix PandaDoc โ†’ Stripe Sync Issues (Not Working, Errors, Duplicates)

๐Ÿ”ง 1 Common Issues

Diagnose and resolve common sync problems. We've documented the 1 most common issues, their root causes, and exactly how to fix them. See step-by-step fixes for duplicates, missing fields, rate limit errors, and connection issues.

critical Moderate Frequency

Client signs document but card fails. Document marked 'Completed' but money not collected.

Also searched as: "PandaDoc Stripe client signs document but card fails. document marked 'completed' but money not collected."

#1 Payment Not Set as Required 80% likely

๐Ÿ“‹ How to Diagnose

  1. 1. PandaDoc Template > Payment App
  2. 2. Is 'Payment required to complete document' toggled ON?

โœ“ Solution

Enable 'Payment required'. This prevents the document from entering 'Completed' status until the Stripe charge succeeds.

โฑ๏ธ Est. time: 2 min

Step 1: Try the Official Integration

Direct connection

Start with the native integration if available. It's usually the most reliable, but may have limitations.

View Setup Guide

Free with your subscription

Step 2: Use Make for Custom Flows

No code automation

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Step 4: Add Human Review

Approval automation

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