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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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149 results found

  1. Payment Integration with Flywire

    3 votes

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  2. Add cash as a payment option

    3 votes

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  3. 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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  4. Customer would like to change the pop up payment notification box or customize the wording

    8 votes

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  5. Ability to generate invoices after the payment was made via Stripe payment gateway instead of creating the invoice manually

    20 votes

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  6. TakePayments - payment integration

    3 votes

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  7. 4 votes

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  8. I want to use the payments but manually select when they were received for customers that wire transfer payment, or pay with check. We sell large machinery (100k and above) so credit card payments are useless for us

    2 votes

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  9. Zettle payment integration

    2 votes

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  10. Integration with National Bankcard

    2 votes

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  11. Simply Easier Payments payment integration

    2 votes

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  12. It would be great to have an option for the customer to pay a 50% deposit and then retain the CC info to bill the remaining balance with the click of a button when we arrive on the job site. Instead of sending them an invoice later and hoping that they pay.

    2 votes

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  13. embed payment link

    2 votes

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  14. Would like to ability to allow recipients to pay before document has been fully completed by other signers. For example, allow signer one in the signing order to finalize their signatures, pay, and then send to the next signer in the signing order.

    12 votes

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  15. 4 votes

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  16. Add payment app to sent/viewed documents

    6 votes

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  17. Option to enter coupon in the checkout, so when the customer pays the document, they can enter the coupon.

    4 votes

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  18. 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 vote

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    • Will allow the user to have a schedule payment and will allso allow the recipient to see the schedule of payment
    11 votes

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  19. Be able to adjust chosen payment gateways in payment app on the particular document/template with new payment gateway integrations

    5 votes

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