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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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207 results found

  1. Pay Funnels (payment processor)

    1 vote

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  2. It would be great to have an option for the customer to pay a 50% deposit and then retain the CC info to bill the remaining balance with the click of a button when we arrive on the job site. Instead of sending them an invoice later and hoping that they pay.

    1 vote

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  3. DPP payment gateway (Deluxe Payments Platform (DPP)).

    1 vote

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  4. Direct separate payment links for each product in the pricing table.

    1 vote

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  5. Check what payment provider was used int he document if there is more than one provider connected to the account

    1 vote

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  6. Option to enter coupon in the checkout, so when the customer pays the document, they can enter the coupon.

    4 votes

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  7. How can I mark a proposal complete if the person signs up another way, like on the phone? It messes up my conversion ratios. The proposal was approved via the phone but not signed. Usually with existing customers.

    1 vote

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  8. Customer would like to change the pop up payment notification box or customize the wording

    3 votes

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  9. Would like to ability to allow recipients to pay before document has been fully completed by other signers. For example, allow signer one in the signing order to finalize their signatures, pay, and then send to the next signer in the signing order.

    8 votes

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  10. Add option to send a reminder on a document in "Waiting for payment" status.

    2 votes

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  11. Customer would like to have the option to collect ACH info using card's field on their Stripe payment gateway

    1 vote

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  12. 1 vote

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  13. The ability to change payment app set up without affecting the fields of signed documents.

    1 vote

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  14. accept and apply discount codes in payment gateways

    3 votes

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  15. Add payment app to sent/viewed documents

    3 votes

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  16. Integrate payments using HubSpot

    1 vote

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  17. 1 vote

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  18. 2 votes

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    • Will allow the user to have a schedule payment and will allso allow the recipient to see the schedule of payment
    6 votes

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  19. 1 vote

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