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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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231 results found

  1. A status to reflect when an installment payment has been made and for it to 'stick' even when the document has been edited (it reverts to sent and does not show a record of the payment made).

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  2. Integration with Connect Booster as a payment gateway.

    2 votes

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  3. The customer would like the pop-up box for the payment to appear right after the signer has signed the document (not when the signer opens the document)

    2 votes

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  4. Only direct the recipient to the payment if they select a certain checkbox. For example I have Stripe payments sent up. If I sent someone a document to sign and they select credit card on the document I would like them brought to the Stripe page to pay. But if they select wire transfer they would not be brought to the stripe payment page.

    2 votes

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  5. Option to setup different pricing for recurring charges, for example, the subscription changes the price every year (contract term is 5 years, 1st year - 500 USD, 2nd year - 505 USD, 3rd year - 510 USD)

    5 votes

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    1 comment  ·  Payments  ·  Admin →
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  6. Option to setup a due date for recurring payments

    5 votes

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    1 comment  ·  Payments  ·  Admin →
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  7. Display name of the product on the checkout page instead of document name

    2 votes

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  8. When payment integration is enabled, the ability to just set value to 0 - allowing no payment to be made. Rather then having to remove the payment integration.

    3 votes

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  9. Card details field for PayPal

    3 votes

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  10. 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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  11. Option to disable debit/credit card payments in Stripe Checkout payments and just keep ACH payment option

    21 votes

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    3 comments  ·  Payments  ·  Admin →
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  12. Payment Integration with Flywire

    3 votes

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    1 comment  ·  Payments  ·  Admin →
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  13. Adding Mercury Bank as a payment gateway to PandaDoc's integration.

    2 votes

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  14. SeamlessChex ACH & Cards

    4 votes

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    1 comment  ·  Payments  ·  Admin →
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  15. The option to automatically charge the payer for succeeding installments.

    4 votes

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  16. It would be helpful to have an option to only allow ACH payments via the Stripe payment gateway.

    13 votes

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  17. Add payment status to the document itself.

    1 vote

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  18. Stripe: ability to stop recurring payments (cancel subscription) through PandaDoc, not only via payment gateway

    4 votes

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  19. 2 votes

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  20. Option to have payment gateways for EU servers

    5 votes

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