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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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248 results found

  1. PayPal -- a more clear message that shows customers can pay via PayPal or CC details.

    2 votes

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    1 comment  ·  Quote to Cash  ·  Admin →
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  2. Cybersource

    Add Cybersource as payment integration

    2 votes

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  3. Use Two Different Cards on same document with Authorize.net

    Split payment amounts between two different cards on a single document

    1 vote

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  4. set up a condition with which there will be no invoice generated in Xero once you manually close the payment with PandaDoc.

    1 vote

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  5. Set penalty / automatic payment when a contract is cancelled

    1 vote

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  6. The ability to prevent a download of the document until recipient makes the payment.

    2 votes

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  7. Payment block for Ev2

    My only suggestion is that we miss the payment block at the end of the document.

    5 votes

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  8. Connect with Easy Pay Direct merchant account to collect payments from recipients

    1 vote

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  9. Specify different amount for different payment methods and restrict client from paying with a method different from selection

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

    6 votes

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  10. Use your bank for ACH

    Is there a way to accept ACH payments using our bank via PandaDoc? I don't want to use stripe

    4 votes

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  11. multiple payers can pay specified amount on one document

    The ability to set up payment app and assign different payments to multiple payers on one document so each of the payers can pay their amount on the same document

    7 votes

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  12. Set default country details in Stripe

    We are currently using PandaDoc to accept credit card payments via the 'Payment Block' synced to Stripe. We are able to set the default currency, but haven't been able to set the default country details.

    7 votes

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  13. customize payment gateway payment page

    Customize payment gateway payment page for Stripe, Square, Authorize, PayPal, etc.

    30 votes

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    2 comments  ·  Quote to Cash  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    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!

  14. Customize information passed to QuickBooks

    Ability to setup or modify how records are created whenever payments are made using Quickbooks as the gateway.

    17 votes

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    Idea  ·  1 comment  ·  Quote to Cash  ·  Admin →
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  15. 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

    4 votes

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    1 comment  ·  Quote to Cash  ·  Admin →
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  16. The ability to turn off the email that is sent out for confirmation after a payment is made via PayPal.

    1 vote

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  17. Doc status will not change to Paid unless payment is successful

    If a payment to the gateway is unsuccessful the document status will not change to Paid.

    6 votes

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    2 comments  ·  Quote to Cash  ·  Admin →
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  18. PAD

    Allow Canadian PAD (EFT) for Stripe payments in the integration.

    2 votes

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  19. 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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  20. Restrict downloading before payment

    1 vote

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