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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Now it is possible to choose weekly, monthly and yearly, but the client wants to have a specific date, e.g. on 1 st of very month.

    https://pandadoc.zendesk.com/agent/tickets/438428

    27 votes

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    3 comments  ·  Payments  ·  Admin →
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  2. Ability to have payment gateways (Stripe, Authoriza.net, QuickBooks, PayPal, etc.) to have automations.

    4 votes

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    • Will allow the user to generate a payment link
    2 votes

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  3. 1 vote

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  4. The ability to change the billing address when paying via PayPal for a PandaDoc account.

    1 vote

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  5. 2 votes

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  6. 1 vote

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  7. Pay with Stripe without being redirected to a Stripe hosted payment page.

    2 votes

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  8. Allow the recipient to pay either a custom amount or the full amount when making a payment on a document

    1 vote

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  9. Option to have integration with Podia so the recipient gain automatic access to our courses upon payment

    1 vote

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  10. Option to have integration with Skool so the recipient gain automatic access to our courses upon payment

    1 vote

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  11. Ability to use other payment options aside from credit card when payors are trying to pay via the document. Payment options such as Debit, Credit, Bank, and Apple pay or other cardless options.

    3 votes

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  12. the user has the Option to remove "completed on the audit trail during the status is awaiting for payment

    1 vote

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  13. Ability to remove/disable payment integration without altering or removing signatures on the document

    1 vote

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  14. Possibility of setting up recurring charges with Stripe the way that the recipient will pay 100% on the first year and then with a 50% discount every next annual term.

    1 vote

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  15. Ability to track multiple payments on one contract.

    1 vote

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  16. Ability to set up the payer to pay the transaction fee.

    2 votes

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  17. Ability for signers to pay without having to finish document

    3 votes

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  18. Once the payment is made, we create sales receipt and product in Quickbooks that corresponds to the document name. It would be better to modify the behavior and put a focus on the products in the pricing table:
    1) Quickbooks looks for pricing table and products in it (by name);
    2) If there is a match, product is put to Sales receipt;
    3) If there's no match, new product is created and put to Sales receipt;
    4) If no products are found, put eithe the document name or some default option (i.e. Payment made [Date of payment])

    3 votes

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  19. Pass payment information (CC details) to the customer record in Quickbooks once the payment is made.

    3 votes

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