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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 4 votes

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  2. 4 votes

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  3. 4 votes

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  4. Ability to set a flat installment amount instead of percentages

    3 votes

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    1 comment  ·  Payments  ·  Admin →
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  5. Card details field for PayPal

    3 votes

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  6. Payment Integration with Flywire

    3 votes

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    1 comment  ·  Payments  ·  Admin →
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  7. 3 votes

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  8. Add cash as a payment option

    3 votes

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

    3 votes

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  10. Ability to track multiple payments on one contract.

    3 votes

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  11. Ability for signers to pay without having to finish document

    3 votes

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    0 comments  ·  Payments  ·  Admin →
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  12. Once the payment is made, we create sales receipt and product in Quickbooks that corresponds to the document name. It would be better to modify the behavior and put a focus on the products in the pricing table:
    1) Quickbooks looks for pricing table and products in it (by name);
    2) If there is a match, product is put to Sales receipt;
    3) If there's no match, new product is created and put to Sales receipt;
    4) If no products are found, put eithe the document name or some default option (i.e. Payment made [Date of payment])

    3 votes

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  13. The ability for the sender to review recipient payments before processing payment.

    i.e authroize.net has this feature, but when enabled does not transfer to PandaDoc.

    3 votes

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    0 comments  ·  Payments  ·  Admin →
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  14. Freee trial in recurring payment option

    • Free trial option aside from Weekly, Monthly, and Annually in recurring payment
    3 votes

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    1 comment  ·  Payments  ·  Admin →
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  15. Would like the Ability to pump some Quote ID's and Opportunity ID's from Salesforce for PD send to Stripe. The goal is to use Salesforce to send out a deposit request through PD and take payment using stripe, and at the same time ensure we are able to track the id’s so we can set up automations with the CRM.

    3 votes

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    0 comments  ·  Payments  ·  Admin →
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  16. Add additional status in between Waiting for payment and Paid such as Payment Submitted"

    3 votes

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    2 comments  ·  Payments  ·  Admin →
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  17. 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.

    3 votes

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    0 comments  ·  Payments  ·  Admin →
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  18. Limit credit card options that customer can select from when using CC to pay invoice

    3 votes

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    Idea  ·  1 comment  ·  Payments  ·  Admin →
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  19. 3 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  20. Option to indicate payment network accepted by the sender such as Visa, MC, Amex, etc.

    3 votes

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