76 results found
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4 votes
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How can I mark a proposal complete if the person signs up another way, like on the phone?
How can I mark a proposal complete if the person signs up another way, like on the phone? It messes up my conversion ratios. The proposal was approved via the phone but not signed. Usually with existing customers.
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please click the link below! -
Scheduled payment feature
- Will allow the user to have a schedule payment and will allso allow the recipient to see the schedule of payment
11 votes -
2 votes
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Enable 2 (multiple) payment gateways for documents.
Set 2 payment gateway for each document. For example, document 1 uses PayPal, document 2 uses Stripe.
7 votes -
Option to generate a payment link
- Will allow the user to generate a payment link
3 votes -
Card Details field for Square
Ability to get credit card details from recipient without charging and the card details should automatically be saved to our Square account for future use.
11 votesHi. 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!
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Turn off Sales Receipt for QuickBooks Payments
We are using PandaDoc for proposals. When we take payments, they are for deposits on those proposals. I want to apply the payment as a credit to the account not a sales receipt.
3 votes -
10 votes
Lindsey Schocke responded
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Ability to pull the Stripe payment ID from a document
Ability to pull the Stripe payment ID from a document
2 votes -
Enable stripe tax inclusive and tax exclusive feature
It would be great if you can implement the auto collection of tax (Inclusive or exclusive ) that would reflect in stripe invoice. Currently , we put tax break down in our document but when the payment is done, there is no tax breakdown in stripe invoice or payment details.
9 votes -
Payment required to view the document
Allow a feature to lock the document to a payment. This would require the client to submit a payment before being able to view document.
7 votes -
Payment Statuses on Document without Payment Integration
Examples:
Ability to set payment related statuses on documents paid outside of PandaDoc not through an integration, such as "Waiting for Payment", "Approved", and "Paid".3 votes -
Other payment options available: Ideal, Apple pay, Google pay, Trustly, Or some form of SEPA bank transfer
Integrate Apple pay, Ideal, Google pay, Trustly Or some form of SEPA bank transfer with PandaDoc to collect payments
24 votesHi. 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!
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allow recipients to choose a payment method
allow recipients to choose a payment method
11 votesValeryia Baranava responded
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Ability to add payment processing fees
Allow to add payment fees to the payment integration, for example 2% for card payments
59 votesHi. Thank you so much for reaching out and sharing your perspective. We made some improvements to our product that may help you cover those scenarios namely:
- Add and set up quote builder: Discounts, taxes, and fees
- Pricing table. One-time and recurring fees
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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Link a document to Authorize.net payment
Option to link a document to Authorize,net payment
2 votes -
4 votes
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Specify different amount for different payment methods and restrict client from paying with a method different from selection
IF users selects to pay via ACH - they should pay one amount
IF users selects to pay with credit card -another amount6 votes -
customize payment gateway payment page
Customize payment gateway payment page for Stripe, Square, Authorize, PayPal, etc.
31 votesHi. 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!
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