206 results found
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Turn off Sales Receipt for QuickBooks Payments
We are using PandaDoc for proposals. When we take payments, they are for deposits on those proposals. I want to apply the payment as a credit to the account not a sales receipt.
1 vote -
Ability to pull the Stripe payment ID from a document
Ability to pull the Stripe payment ID from a document
1 vote -
Option for Payment window to populate without having to 'Finish' document
Ability for signers to pay without having to finish document
3 votes -
Modify the sales receipt in Quickbooks
Once the payment is made, we create sales receipt and product in Quickbooks that corresponds to the document name. It would be better to modify the behavior and put a focus on the products in the pricing table:
1) Quickbooks looks for pricing table and products in it (by name);
2) If there is a match, product is put to Sales receipt;
3) If there's no match, new product is created and put to Sales receipt;
4) If no products are found, put eithe the document name or some default option (i.e. Payment made [Date of payment])3 votes -
Pass payment information to Quickbooks
Pass payment information (CC details) to the customer record in Quickbooks once the payment is made.
3 votes -
Ability to use Stripe recurring payment feature on all PandaDoc plans
Ability to use Stripe recurring feature to all plans
1 vote -
Chargify
Ability to connect Chargify to PandaDoc as a payment integration.
4 votes -
Sender review payments before processing
The ability for the sender to review recipient payments before processing payment.
i.e authroize.net has this feature, but when enabled does not transfer to PandaDoc.
3 votes -
Option for recipient to not include their physical address when making a payment
option to remove the address for filling up for payment in payment methods
1 vote -
Enable automatic creation and sending of recurring invoices
Add a feature to generate and send recurring invoices to customers on subscription/recurring payment arrangement
2 votes -
Freee trial in recurring payment option
Freee trial in recurring payment option
- Free trial option aside from Weekly, Monthly, and Annually in recurring payment
3 votes -
Payment Statuses on Document without Payment Integration
Examples:
Ability to set payment related statuses on documents paid outside of PandaDoc not through an integration, such as "Waiting for Payment", "Approved", and "Paid".1 vote -
CRM Stripe PandaDoc End to End Integration / Transfer Quote IDs and Opportunity IDs from Salesforce to Stripe
Would like the Ability to pump some Quote ID's and Opportunity ID's from Salesforce for PD send to Stripe. The goal is to use Salesforce to send out a deposit request through PD and take payment using stripe, and at the same time ensure we are able to track the id’s so we can set up automations with the CRM.
3 votes -
ACH payments via Stripe for non-US accounts/non USD
ACH payments via Stripe for non-US accounts/non USD accounts
5 votes -
Enable default payment app for all templates, documents and forms
default payment app across all documents, templates and forms
2 votes -
Change payment email after Doc is signed
I would like to be able to change the payment recipient's email address AFTER a document has been signed. Currently, you need to void the agreement and resubmit it.
1 vote -
automatic collection - stripe
automatic collection - stripe
help collect payments that may have otherwise been unsuccessful
2 votes -
Status between waiting for payment and Paid
Add additional status in between Waiting for payment and Paid such as Payment Submitted"
3 votes -
Enable stripe tax inclusive and tax exclusive feature
It would be great if you can implement the auto collection of tax (Inclusive or exclusive ) that would reflect in stripe invoice. Currently , we put tax break down in our document but when the payment is done, there is no tax breakdown in stripe invoice or payment details.
3 votes -
Payment required to view the document
Allow a feature to lock the document to a payment. This would require the client to submit a payment before being able to view document.
3 votes
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