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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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247 results found

  1. Ability to pull the Stripe payment ID from a document

    1 vote

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  2. Would like the Ability to pump some Quote ID's and Opportunity ID's from Salesforce for PD send to Stripe. The goal is to use Salesforce to send out a deposit request through PD and take payment using stripe, and at the same time ensure we are able to track the id’s so we can set up automations with the CRM.

    3 votes

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  3. Add additional status in between Waiting for payment and Paid such as Payment Submitted"

    3 votes

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  4. The client wants the recipient to have the option to check off Mail in a Check or pay via Credit Card.

    4 votes

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  5. Add a feature to generate and send recurring invoices to customers on subscription/recurring payment arrangement

    2 votes

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  6. Integrate Apple pay, Ideal, Google pay, Trustly Or some form of SEPA bank transfer with PandaDoc to collect payments

    24 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!


  7. default payment app across all documents, templates and forms

    2 votes

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  8. option to remove the address for filling up for payment in payment methods

    1 vote

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  9. The option to add a note next to the payment amount seen by recipients for documents that have payments enabled but not for the full amount (downpayment, partial, etc.)

    -This confuses a signer who scrolls past pages, not seeing the full amount of a deal on the table.

    6 votes

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  10. automatic collection - stripe

    help collect payments that ​​may have otherwise been unsuccessful

    2 votes

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  11. allow recipients to choose a payment method

    10 votes

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  12. I would like to be able to change the payment recipient's email address AFTER a document has been signed. Currently, you need to void the agreement and resubmit it.

    1 vote

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  13. Allow to add payment fees to the payment integration, for example 2% for card payments

    57 votes

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  14. Goal is to have payment enabled to document. We are using the "Create Document from PDF" (https://developers.pandadoc.com/reference/new-document#create-document-from-pdf) approach as we already have well-designed documents ready to send. The limitation with this approach is that we are unable to enable payment or set custom payment amount through API. This is the only limitation that makes our business process incomplete.

    We can set custom payment to document from PandaDoc site but not through public API.

    15 votes

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  15. Option to link a document to Authorize,net payment

    2 votes

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  16. 4 votes

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  17. Hello, I have been using Pandadoc and i have just received a chargeback. So, Stripe told me that the only way they will automatically cover the chargeback is if the original STripe payment link is used, instead of the one that PandaDoc is using.
    Could you create a feature that would allow users to put in the custom payment redirect link?
    Thanks

    1 vote

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  18. Add Elepay integration

    1 vote

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  19. Prevent users from sending a document with the Stripe payment app if the assigned payer is the same email as the document sender.

    2 votes

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  20. 2 votes

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