How do you take a document-first SaaS and scale it into a global quote-to-cash platform? In this episode, Philipp Pohlmann shares his journey from fintech founder to scaling embedded payments into one of PandaDoc’s most strategic pillars. He breaks down the product, technical, and organizational challenges of embedding finance in a non-financial platform.

Key Takeaways:

• Lessons from embedding payments for 60,000+ customers worldwide
• Why “thinking like a fintech” is essential
• How to design invisible fintech experiences
• Building global infrastructure with Stripe, Square, PayPal, and Authorize.Net
• Strategic decision points when an incubation evolves into a core product offering
• Why not every company needs to become a fintech

Visit our website www.embeddedfinancereview.com for more content. This episode was produced by Orama.tv.

(00:00) Start

(01:19) Introduction and Greetings

(01:50) Overview of PandaDocs

(02:02) Company Origins and Growth

(02:58) Customer Use Cases

(06:38) Integration and Payment Features

(07:19) Lead to Cash Workflow

(11:41) Global Payment Solutions

(13:03) Embedded Payments and Adoption

(16:40) Acquisition of Denario

(21:25) Challenges and Evolution

(23:41) Team Structure and Future Plans

(30:27) Final Thoughts and Contact Information