239 results found
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2 votes
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Add TransferWise for payment option in PandaDoc
add TransferWise for payment option in PandaDoc
2 votes -
sending a document out only after a payment is submitted
sending a document out only after a payment is submitted
2 votes -
include the Bill To First and Last Names to Authorize.net payments
include the Bill To First and Last Names to Authorize.net payments
2 votes -
payment limit
Implement an ability to set up the limit for the document's payment amount for PandaDoc users. For example, I am the business owner and I have a sales rep. I don't want my sales rep to be able to send document with the payment amount > 25 000$ (because I collect amounts > 25 000% in another way)
2 votes -
2 votes
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Option to change payment reminder wording
The reminder email does not allow us to change the wording of it. We also change not specify what time of day it will go out. We need more customization. The wording is too aggressive.
1 vote -
Option to change payment pop-up wording
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 -
Adjust/ change payment schedule after signing.
It would be great to have more dynamic options to adjust payments schedule.
1 vote -
1 vote
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Installments: request a second payment after a period of time
At the moment you can only request the second payment on split payments after a period of time. We don't necessarily know when the payment is due as it's due on job completion. Could this be added as a manual trigger where we can request the payment to the customer?
1 vote -
Add payment status to the document.
Add payment status to the document itself.
1 vote -
Customize payment pop-uo
Using payments, I'm wanting to change the message that pops up when someone opens the proposal.
1 vote -
Option to add check to the payment options
Option to add a check to the payment options
1 vote -
Pay Funnels payment integration
Pay Funnels (payment processor)
1 vote -
Deluxe Payments Platform (DPP).
DPP payment gateway (Deluxe Payments Platform (DPP)).
1 vote -
Direct separate payment links for each product in the pricing table.
Direct separate payment links for each product in the pricing table.
1 vote -
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! -
QR code directing to payment within a document
QR code directing to payment within a document
1 vote -
1 vote
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