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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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113 results found

  1. 6 votes

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  2. Interested in using the Moneris payment option with PandaDoc

    1 vote

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  3. ability to create Stripe products from the Stripe payment integration

    7 votes

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  4. 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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  5. As it stands, the integration with Square is virtually unusable. We're can collect payment on a document but we can't manage the payments unless we're using a built in invoice. A workaround for now would be when adding payment to a document, generate an invoice in square so that the payments can be managed from Square. Right now, the payment only shows in square when it gets paid.

    6 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  6. Customize payment gateway payment page for Stripe, Square, Authorize, PayPal, etc.

    26 votes

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    Idea  ·  2 comments  ·  Payments  ·  Admin →
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  7. Limit credit card options that customer can select from when using CC to pay invoice

    3 votes

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    Idea  ·  1 comment  ·  Payments  ·  Admin →
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  8. 5 votes

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  9. 3 votes

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  10. The ability to add two payment blocks on one document so two people can pay separate amount assigned only to them.

    4 votes

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    Idea  ·  1 comment  ·  Payments  ·  Admin →
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  11. 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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  12. 5 votes

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  13. mask payment info from some users

    1 vote

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

    4 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  15. Option to indicate payment network accepted by the sender such as Visa, MC, Amex, etc.

    2 votes

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  16. Basically we're looking for an opportunity to use PandaDoc for our on-site final paperwork so we can collect payment at the end of the service. Swiping a card has a smaller processing fee than keying it in directly, so if we had the option to swipe a card instead of key it in, we would want to use that.

    1 vote

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  17. 1 vote

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  18. Stripe integration to pull info into PandaDoc documents, integration is not supposed to be used for payments

    9 votes

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    Idea  ·  2 comments  ·  Payments  ·  Admin →
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  19. 3 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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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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