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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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113 results found

  1. Should be possible to delete/add the payment method for selected documents in bulk

    2 votes

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

    3 votes

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  3. 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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  4. Anyone with access to the document can pay an assigned amount
    No need to specify the payer's email address

    3 votes

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  5. 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.

    6 votes

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  6. Only pay for Forms that are completed vs generated/started

    4 votes

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    1 comment  ·  Payments  ·  Admin →
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  7. We get payments from our customers, that we can't record in PandaDoc, for example, email transfers and credit cards, we process manually.

    Please allow this option, as email transfers don't involve processing fees. Plus our Chase Paymentech fees are significantly lower than Stripe.

    1 vote

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  8. 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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    1 comment  ·  Payments  ·  Admin →
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  9. If a payment to the gateway is unsuccessful the document status will not change to Paid.

    6 votes

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    2 comments  ·  Payments  ·  Admin →
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  10. can pandadoc to integrate with "Wave" an invoicing / payment platform

    3 votes

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  11. They are looking for a solution with payments built in

    1 vote

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  12. 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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  13. 1 vote

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

    1 vote

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  15. 2 votes

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

    15 votes

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    Idea  ·  1 comment  ·  Payments  ·  Admin →
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  17. 1 vote

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  18. Be able to disable 2 charges verification Stripe payments

    7 votes

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  19. option for a recipient to sign a document first, then to make their payment when all recipients complete and sign the document.

    3 votes

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  20. 1 vote

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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