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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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115 results found

  1. Ability to use Klarna as a payment method via Stripe-connected accounts.

    4 votes

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  2. Add the option to use "Zeller" as a payment method

    1 vote

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  3. TheKey is primarily handling ACH payments with varying amounts and is looking for a PCI-compliant solution.

    Versapay is important to them because it is a payment processor that they are interested in integrating with PandaDoc, as their current data collection process is different from what PandaDoc's Payments app can handle.

    3 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  4. To be able to either disable this modal dialog or for the dialog to dynamically hide mention of payments where there is no balance

    2 votes

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  5. Ability to create one invoice per customer transaction. Not make a separate one for PandaDoc and Stripe, or QuickBooks.

    2 votes

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  6. Ability to generate invoices in the ZUGFeRD or XRechnung format.

    4 votes

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  7. Currently, the total document value for payment in the document bundle isn't calculated automatically, we need to customize the total document value.

    2 votes

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  8. Not able to remove or change the wording of the pop-up that appears when recipients open a document that says complete and pay. (What if they don't want to complete and pay? They need to review the proposal first.)

    1 vote

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  9. 7 votes

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  10. Option to setup custom interval for the Installments, for example, a year, for now max is 90 days.

    9 votes

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  11. When payment integration is enabled, the ability to just set value to 0 - allowing no payment to be made. Rather then having to remove the payment integration.

    4 votes

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  12. Option to setup different pricing for recurring charges, for example, the subscription changes the price every year (contract term is 5 years, 1st year - 500 USD, 2nd year - 505 USD, 3rd year - 510 USD)

    6 votes

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  13. A status to reflect when an installment payment has been made and for it to 'stick' even when the document has been edited (it reverts to sent and does not show a record of the payment made).

    2 votes

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  14. Integration with Connect Booster as a payment gateway.

    2 votes

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  15. The option to automatically charge the payer for succeeding installments.

    5 votes

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  16. Stripe: ability to stop recurring payments (cancel subscription) through PandaDoc, not only via payment gateway

    5 votes

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  17. It would be helpful to have an option to only allow ACH payments via the Stripe payment gateway.

    15 votes

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  18. Option to disable debit/credit card payments in Stripe Checkout payments and just keep ACH payment option

    21 votes

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    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists.

    You can configure Stripe payments methods on Stripe side directly.

    For more information, please check the link below:

    Payment method configurations

  19. Payment Integration with Flywire

    3 votes

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  20. We would like to give a signer the choice of paying in full up front with a discount or full price in 2 payments.

    4 votes

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