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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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254 results found

  1. No need to assign a specific payer/payers on a document

    Anyone with access to the document can pay an assigned amount
    No need to specify the payer's email address

    4 votes

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    1 comment  ·  Quote to Cash  ·  Admin →
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  2. The ability to turn off the email that is sent out for confirmation after a payment is made via PayPal.

    1 vote

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  3. Adjust a payment app for documents in bulk

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

    3 votes

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  4. Doc status will not change to Paid unless payment is successful

    If a payment to the gateway is unsuccessful the document status will not change to Paid.

    6 votes

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    2 comments  ·  Quote to Cash  ·  Admin →
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  5. PAD

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

    2 votes

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  6. Only pay for Forms that are completed vs generated/started

    Only pay for Forms that are completed vs generated/started

    4 votes

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  7. Restrict downloading before payment

    1 vote

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  8. Save ACH payment details for future payments

    Save recipient's ACH payment details for future payments

    35 votes

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    7 comments  ·  Quote to Cash  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    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!

  9. Payment gateway: FirstData and USAePay

    Process payments with FirstData and USAePay with a payment integration.

    1 vote

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

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

    1 vote

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  11. All customer to pay more than requested % of total.

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

    1 vote

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  12. Mosaic Financing Partner

    Mosaic financing partner payment integration

    1 vote

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  13. Wave

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

    4 votes

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  14. 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

    5 votes

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    Idea  ·  1 comment  ·  Quote to Cash  ·  Admin →
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  15. ability to create Stripe products from the Stripe payment integration

    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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  16. Disable verification for Stripe payments

    Be able to disable 2 charges verification Stripe payments

    7 votes

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  17. Available Payment option selections

    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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  18. Stripe integration to pull info into PandaDoc, not for payments

    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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  19. Ability to remove payments without editing document

    6 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  20. Quickbooks ACH

    Be able to use ACH payments with Quickbooks payment gateway

    133 votes

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    8 comments  ·  Quote to Cash  ·  Admin →
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    Being Evaluated  ·  Valeryia Baranava responded

    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!

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