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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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247 results found

  1. Process payments with FirstData and USAePay with a payment integration.

    1 vote

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  2. Ability to display discount on the "Pay" button, the way it was in EV1.

    1 vote

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  3. Allow customers to pay for more than the requested percentage if they choose to.

    1 vote

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

    31 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!

  5. Mosaic financing partner payment integration

    1 vote

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  6. can pandadoc to integrate with "Wave" an invoicing / payment platform

    4 votes

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  7. ability to create Stripe products from the Stripe payment integration

    9 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  8. Be able to disable 2 charges verification Stripe payments

    7 votes

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  9. 4 votes

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    Idea  ·  1 comment  ·  Quote to Cash  ·  Admin →
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  10. For example, clients can choose to pay in full in the first line, make 3 equal payments in the second line, or 6 equal payments on the third line.

    1 vote

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  11. Stripe integration to pull info into PandaDoc documents, integration is not supposed to be used for payments

    10 votes

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    Idea  ·  2 comments  ·  Quote to Cash  ·  Admin →
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  12. 6 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  13. Be able to use ACH payments with Quickbooks payment gateway

    131 votes

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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!

  14. option for a recipient to sign a document first, then to make their payment when all recipients complete and sign the document.

    4 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  15. As it stands, the integration with Square is virtually unusable. We're can collect payment on a document but we can't manage the payments unless we're using a built in invoice. A workaround for now would be when adding payment to a document, generate an invoice in square so that the payments can be managed from Square. Right now, the payment only shows in square when it gets paid.

    6 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  16. ACH payment across different payment gateways

    17 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  17. 5 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  18. The ability to add two payment blocks on one document so two people can pay separate amount assigned only to them.

    4 votes

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    Idea  ·  1 comment  ·  Quote to Cash  ·  Admin →
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  19. 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.

    65 votes

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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!

  20. 73 votes

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