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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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236 results found

  1. 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

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  2. 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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  3. Add additional status in between Waiting for payment and Paid such as Payment Submitted"

    3 votes

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  4. Limit credit card options that customer can select from when using CC to pay invoice

    3 votes

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    Idea  ·  1 comment  ·  Quote to Cash  ·  Admin →
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  5. 3 votes

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

    3 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  7. 3 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  8. 3 votes

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    Idea  ·  2 comments  ·  Quote to Cash  ·  Admin →
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  9. All I'm asking is to simplify the checkout process for Stripe payment gateway. Although it's not a HUGE deal, when signing in-person and trying to capture a payment quickly, it makes things difficult and long. In my case, the payment wasn't working so I had to retype all the information 3 times which took a long time to do.

    It would be great if you can either scan a card or use Square's reader inside the PandaDoc app.

    3 votes

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    Idea  ·  1 comment  ·  Quote to Cash  ·  Admin →
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  10. To be able to either disable this modal dialog or for the dialog to dynamically hide mention of payments where there is no balance

    2 votes

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  11. Ability to create one invoice per customer transaction. Not make a separate one for PandaDoc and Stripe, or QuickBooks.

    2 votes

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  12. 2 votes

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  13. Currently, the total document value for payment in the document bundle isn't calculated automatically, we need to customize the total document value.

    2 votes

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  14. TheKey is primarily handling ACH payments with varying amounts and is looking for a PCI-compliant solution.

    Versapay is important to them because it is a payment processor that they are interested in integrating with PandaDoc, as their current data collection process is different from what PandaDoc's Payments app can handle.

    2 votes

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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!

  15. Have the ability to use a gateway that has authorized.net. emulation

    2 votes

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  16. Ability to get the same product catalog between Stripe and PandaDoc

    2 votes

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  17. I was wondering if it's possible to integrate with a company called Friendly Payments?

    2 votes

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  18. ECS payment gateway option

    2 votes

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  19. 2 votes

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  20. CPACharge integration

    2 votes

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