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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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236 results found

  1. 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!

  2. 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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  3. 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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  4. 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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    0 comments  ·  Quote to Cash  ·  Admin →
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  5. 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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  6. PAD

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

    2 votes

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  7. 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  ·  Quote to Cash  ·  Admin →
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  8. Restrict downloading before payment

    1 vote

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  9. 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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  10. Payment gateway: FirstData and USAePay

    Process payments with FirstData and USAePay with a payment integration.

    1 vote

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  11. 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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  12. 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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  13. Save ACH payment details for future payments

    Save recipient's ACH payment details for future payments

    31 votes

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    6 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. Mosaic Financing Partner

    Mosaic financing partner payment integration

    1 vote

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    0 comments  ·  Quote to Cash  ·  Admin →
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  15. Wave

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

    4 votes

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  16. Disable verification for Stripe payments

    Be able to disable 2 charges verification Stripe payments

    7 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  17. ability to create Stripe products from the Stripe payment integration

    ability to create Stripe products from the Stripe payment integration

    8 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  18. 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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  19. 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

    10 votes

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    Idea  ·  2 comments  ·  Quote to Cash  ·  Admin →
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  20. Ability to remove payments without editing document

    6 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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