207 results found
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Linked Content / Content Version Management
Its great to have the file upload option form online storage.
As an additional option would it be possible to authorize access then link to an external resource within a template? This could be limited to pdf documents and accessed in a similar way to the YouTube integration.
This would save users time transferring files and PandaDoc paying for additional storage capacity.
It could also allow for content versions to be managed externally.
For exampleyou have a partners logo pdf on Box.Net
this is linked in all the templates you want it to be shown
if you change partners
…1 vote -
Have a document first paid and then go to completed stage
Have a document first paid and then go to completed stage
Some customers complete the doc but don't pay4 votes -
1 vote
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Option to test payment on a document using Stripe (sandbox)
Customer would like to test using Stripe (if it is possible without using their card for payment)
24 votes -
Payment Receipt from PandaDoc
Customer would like to have an option to automatically send payment receipt from PandaDoc to their recipients after paying the document.
Examples of generating receipts would include using our payment gateways such as Stripe, Square, Authorize.Net, PayPal, and QuickBooks Payments.
53 votesHi,
This is a great suggestion and we have had other customers asking about this feature as well. We’re looking into the possibility of developing it, but it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you! -
Payment link to be mandatory in PandaDoc( like a button)
Payment link to be mandatory in PandaDoc( like a button)
4 votes -
3 votes
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Option to Remove AMEX for authorize.net
Option to Remove AMEX as payment option for authorize.net
1 vote -
Merge rules for Line Items populated from Hubspot
Possibility to create two seperate tables ( from Hubspot) with Line Items divided by type i.e one-time payments vs. table with monthly payments
2 votes -
25 votes
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1 vote
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Conditional logic for Payment block
Payment block populates only if the customer selects "credit card" as the option for payment.
15 votes -
UK bank transfer payments
Allow bank transfer payments for international banks and currencies. Transactions in GBP and banks in the UK
7 votes -
3 votes
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1 vote
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3 votes
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Moneris
Interested in using the Moneris payment option with PandaDoc
1 vote -
EV2. Ability to have stripe add payments to existing customers instead of creating new customer
EV2. Ability to have stripe add payments to existing customers instead of creating new customer
14 votes -
payment network option for authorize.net
Option to indicate payment network accepted by the sender such as Visa, MC, Amex, etc.
2 votes -
Add TransferWise for payment option in PandaDoc
add TransferWise for payment option in PandaDoc
2 votes
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