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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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236 results found

  1. Be able to use ACH payments with Quickbooks payment gateway

    126 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!

  2. 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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  3. 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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  4. ACH payment across different payment gateways

    17 votes

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  5. 5 votes

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  6. 2 votes

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  7. 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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  8. 73 votes

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  9. 5 votes

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  10. 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.

    64 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!

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

    3 votes

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  12. 9 votes

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    Idea  ·  2 comments  ·  Quote to Cash  ·  Admin →
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  13. Customer would like to test using Stripe (if it is possible without using their card for payment)

    28 votes

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    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  14. They are looking for a solution with payments built in

    1 vote

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  15. Its great to have the file upload option form online storage.

    As an additional option would it be possible to authorize access then link to an external resource within a template? This could be limited to pdf documents and accessed in a similar way to the YouTube integration.

    This would save users time transferring files and PandaDoc paying for additional storage capacity.
    It could also allow for content versions to be managed externally.
    For example

    you have a partners logo pdf on Box.Net

    this is linked in all the templates you want it to be shown

    if you change partners

    1 vote

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  16. Have a document first paid and then go to completed stage
    Some customers complete the doc but don't pay

    4 votes

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  17. 1 vote

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  18. Payment link to be mandatory in PandaDoc( like a button)

    4 votes

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  19. 3 votes

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  20. Option to Remove AMEX as payment option for authorize.net

    1 vote

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