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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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113 results found

  1. 1 vote

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  2. include the Bill To First and Last Names to Authorize.net payments

    2 votes

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  3. Editor 2.0 : make CC field work with other payment gateways.

    7 votes

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  4. When there is more than one signer, the document has to be completed by all first, and only then it can be paid. The ability to show the payment option right after the payer signs and completes the document would help them process the payment faster.

    7 votes

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    Idea  ·  1 comment  ·  Payments  ·  Admin →
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  5. Implement an ability to set up the limit for the document's payment amount for PandaDoc users. For example, I am the business owner and I have a sales rep. I don't want my sales rep to be able to send document with the payment amount > 25 000$ (because I collect amounts > 25 000% in another way)

    2 votes

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  6. 4 votes

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  7. The option to save clients' CC details via payment app (payment block).

    9 votes

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  8. I have a new custome that completed the agreement and wants to pay by CC. How do I do that? I didn't add the payment app to the agreement. They originally wanted to pay by ACH draft and have changed their minds.

    1 vote

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  9. 4 votes

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  10. All I'm asking is to simplify the checkout process for Stripe payment gateway. Although it's not a HUGE deal, when signing in-person and trying to capture a payment quickly, it makes things difficult and long. In my case, the payment wasn't working so I had to retype all the information 3 times which took a long time to do.

    It would be great if you can either scan a card or use Square's reader inside the PandaDoc app.

    3 votes

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    Idea  ·  1 comment  ·  Payments  ·  Admin →
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  11. 1 vote

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  12. 2 votes

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  13. 2 votes

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