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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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207 results found

  1. 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 example

    you 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

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  2. Have a document first paid and then go to completed stage
    Some customers complete the doc but don't pay

    4 votes

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  3. 1 vote

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  4. Customer would like to test using Stripe (if it is possible without using their card for payment)

    24 votes

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    Idea  ·  3 comments  ·  Payments  ·  Admin →
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  5. 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 votes

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    9 comments  ·  Payments  ·  Admin →
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    Hi,
    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!

  6. Payment link to be mandatory in PandaDoc( like a button)

    4 votes

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  7. 3 votes

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  8. Option to Remove AMEX as payment option for authorize.net

    1 vote

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  9. 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

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  10. 25 votes

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    Idea  ·  4 comments  ·  Payments  ·  Admin →
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  11. 1 vote

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  12. Payment block populates only if the customer selects "credit card" as the option for payment.

    15 votes

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  13. Allow bank transfer payments for international banks and currencies. Transactions in GBP and banks in the UK

    7 votes

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  14. 3 votes

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  15. 1 vote

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  16. 3 votes

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    Idea  ·  2 comments  ·  Payments  ·  Admin →
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  17. Interested in using the Moneris payment option with PandaDoc

    1 vote

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  18. EV2. Ability to have stripe add payments to existing customers instead of creating new customer

    14 votes

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  19. Option to indicate payment network accepted by the sender such as Visa, MC, Amex, etc.

    2 votes

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  20. add TransferWise for payment option in PandaDoc

    2 votes

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    Idea  ·  1 comment  ·  Payments  ·  Admin →
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