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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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229 results found

  1. Enable default payment app for all templates, documents and forms

    default payment app across all documents, templates and forms

    2 votes

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  2. automatic collection - stripe

    automatic collection - stripe

    help collect payments that ​​may have otherwise been unsuccessful

    2 votes

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  3. Stripe: Prevent Doc Sender from Sending Doc with Themselves as the Assigned Payer

    Prevent users from sending a document with the Stripe payment app if the assigned payer is the same email as the document sender.

    2 votes

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  4. Cybersource

    Add Cybersource as payment integration

    2 votes

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  5. PayPal -- a more clear message that shows customers can pay via PayPal or CC details.

    2 votes

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  6. The ability to prevent a download of the document until recipient makes the payment.

    2 votes

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  7. PAD

    Allow Canadian PAD (EFT) for Stripe payments in the integration.

    2 votes

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  8. Adjust a payment app for documents in bulk

    Should be possible to delete/add the payment method for selected documents in bulk

    2 votes

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  9. Automatically include Stripe fee as a column in the pricing table. 3.75% out of payment amount for credit card payments and 15$ for wire tr

    2 votes

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  10. Ability to turn off the pop-up that prompts users to make the payment once a document has been finalized

    2 votes

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  11. Add TransferWise for payment option in PandaDoc

    add TransferWise for payment option in PandaDoc

    2 votes

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    Idea  ·  1 comment  ·  Payments  ·  Admin →
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  12. sending a document out only after a payment is submitted

    sending a document out only after a payment is submitted

    2 votes

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  13. 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

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  14. 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

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  15. PayFlow Pro gateway support by the PayPal integration

    2 votes

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  16. Ability to amend active subscriptions

    1 vote

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  17. Authorize.net Emulator

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

    1 vote

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  18. 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

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  19. Add payment status to the document.

    Add payment status to the document itself.

    1 vote

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  20. Customize payment pop-uo

    Using payments, I'm wanting to change the message that pops up when someone opens the proposal.

    1 vote

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