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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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229 results found

  1. Be able to use ACH payments with Quickbooks payment gateway

    123 votes

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    6 comments  ·  Payments  ·  Admin →
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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  2. 73 votes

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    3 comments  ·  Payments  ·  Admin →
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  3. Customer would like to have an option to automatically send payment receipt from PandaDoc to their recipients after paying the document.

    Examples of generating receipts would include using our payment gateways such as Stripe, Square, Authorize.Net, PayPal, and QuickBooks Payments.

    62 votes

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    9 comments  ·  Payments  ·  Admin →
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    Hi,
    This is a great suggestion and we have had other customers asking about this feature as well. We’re looking into the possibility of developing it, but it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  4. Allow to add payment fees to the payment integration, for example 2% for card payments

    57 votes

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    10 comments  ·  Payments  ·  Admin →
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  5. Now it is possible to choose weekly, monthly and yearly, but the client wants to have a specific date, e.g. on 1 st of very month.

    https://pandadoc.zendesk.com/agent/tickets/438428

    35 votes

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    7 comments  ·  Payments  ·  Admin →
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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  6. 31 votes

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    Idea  ·  6 comments  ·  Payments  ·  Admin →
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  7. Customize payment gateway payment page for Stripe, Square, Authorize, PayPal, etc.

    30 votes

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    2 comments  ·  Payments  ·  Admin →
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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!

  8. Save recipient's ACH payment details for future payments

    29 votes

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    Idea  ·  5 comments  ·  Payments  ·  Admin →
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  9. Customer would like to test using Stripe (if it is possible without using their card for payment)

    28 votes

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    Idea  ·  3 comments  ·  Payments  ·  Admin →
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  10. Integrate Apple pay, Ideal, Google pay, Trustly Or some form of SEPA bank transfer with PandaDoc to collect payments

    22 votes

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    3 comments  ·  Payments  ·  Admin →
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  11. Add the ability to process payments via ACH Authorize.net payment gateway service.

    22 votes

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    Idea  ·  2 comments  ·  Payments  ·  Admin →
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  12. Option to disable debit/credit card payments in Stripe Checkout payments and just keep ACH payment option

    21 votes

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    3 comments  ·  Payments  ·  Admin →
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  13. Ability to generate invoices after the payment was made via Stripe payment gateway instead of creating the invoice manually

    19 votes

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    2 comments  ·  Payments  ·  Admin →
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  14. Ability to setup or modify how records are created whenever payments are made using Quickbooks as the gateway.

    17 votes

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    Idea  ·  1 comment  ·  Payments  ·  Admin →
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  15. ACH payment across different payment gateways

    17 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  16. Goal is to have payment enabled to document. We are using the "Create Document from PDF" (https://developers.pandadoc.com/reference/new-document#create-document-from-pdf) approach as we already have well-designed documents ready to send. The limitation with this approach is that we are unable to enable payment or set custom payment amount through API. This is the only limitation that makes our business process incomplete.

    We can set custom payment to document from PandaDoc site but not through public API.

    15 votes

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    2 comments  ·  Payments  ·  Admin →
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  17. Payment block populates only if the customer selects "credit card" as the option for payment.

    15 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  18. It would be helpful to have an option to only allow ACH payments via the Stripe payment gateway.

    12 votes

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    0 comments  ·  Payments  ·  Admin →
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  19. 12 votes

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    Idea  ·  1 comment  ·  Payments  ·  Admin →
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  20. The verification of the ACH transaction would most likely be a pain point for most of our customers. It would likely even further slow down the payment for us.

    12 votes

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    Idea  ·  5 comments  ·  Payments  ·  Admin →
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