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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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113 results found

  1. 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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    1 comment  ·  Payments  ·  Admin →
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  2. Restrict downloading before payment

    1 vote

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  3. Specify different amount for different payment methods to be paid

    IF users selects to pay via ACH - they should pay one amount
    IF users selects to pay with credit card -another amount

    3 votes

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  4. Adjust a payment app for documents in bulk

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

    2 votes

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  5. 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

    3 votes

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  6. Payment gateway: FirstData and USAePay

    Process payments with FirstData and USAePay with a payment integration.

    1 vote

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  7. 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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  8. 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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  9. Mosaic Financing Partner

    Mosaic financing partner payment integration

    1 vote

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  10. Disable verification for Stripe payments

    Be able to disable 2 charges verification Stripe payments

    7 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  11. Save ACH payment details for future payments

    Save recipient's ACH payment details for future payments

    24 votes

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    Idea  ·  4 comments  ·  Payments  ·  Admin →
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  12. Wave

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

    3 votes

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

    ability to create Stripe products from the Stripe payment integration

    7 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  14. 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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  15. Ability to remove payments without editing document

    6 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  16. 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

    9 votes

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    Idea  ·  2 comments  ·  Payments  ·  Admin →
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  17. Recording External Payments

    We get payments from our customers, that we can't record in PandaDoc, for example, email transfers and credit cards, we process manually.

    Please allow this option, as email transfers don't involve processing fees. Plus our Chase Paymentech fees are significantly lower than Stripe.

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  18. Improved connection to Square

    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  ·  Payments  ·  Admin →
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  19. Authorize.net payment integration to allow payment amount to be changed by a payer, with suggested value.

    5 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  20. ACH payment across different payment gateways

    ACH payment across different payment gateways

    16 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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