96 results found
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Ability to track multiple payments on one contract.
Ability to track multiple payments on one contract.
3 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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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.
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".3 votesLindsey Schocke responded
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3 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Approval before invoice generation in Quickbooks
Adding a required approval step first before any invoice in QuickBooks is created or sent:
- Continue sending quotes via PandaDoc
- Require internal approval before invoice creation
- Prevent automatic sending of invoices until approval is completed2 votes -
Remove payments in a document level
On the new editor, you are only able to remove payments on a template level. Please add back the functionality to remove it on an individual basis on a document level.
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Payment Reminder Visibility (Sender)
Have an option to know whether clients viewed the payment reminders or not.
2 votes -
requests ability to set starting invoice number in Quickbooks
Hey there, we have a problem where your QuickBooks integration is creating invoices with invoice numbers that are overlapping other invoices. We were wondering if your integration allows us to say what number invoice it starts at.
2 votes -
Stripe Installment and recurring payment
Limitation: recurring payments through Stripe only support weekly, monthly, or yearly frequencies, which don't accommodate quarterly or custom installment schedules.
Can we have the ability to match Installment to go the same as recurring options
2 votes -
Per-method toggles for Square payments
Option to enable or disable payment methods (f.e, disable bank transfer) for Square
2 votes -
Solidgate payment integration
The customer is moving away from Stripe to Solidgate and would like to integrate it with PandaDoc.
2 votes -
Subcharges for installment payments
When using Square or Stripe as payment methods, there should be an option to automatically pass credit card surcharges to customers at checkout. Currently, adding the surcharge manually in the pricing table does not work for installment payments.
2 votes -
payments through embedded signing
Use the payment integration within the embedded iframe to collect payments.
2 votes -
Add Ebizcharge as a payment gateway in PandaDoc
the question is more geared towards how does our payment platform (Ebizcharge) provider become a payment integration partner with pandadoc like Auth.net, square, paypal, stripe etc
2 votes -
pass the 3% service charge of Quickbooks Online to the recipient
We tested sending and paying a document using the payment app integration, and we noticed that the 3% fee is not automatically charged to the recipient—instead, it’s charged to us. According to a QuickBooks live expert, "QBO is just a receiver of data coming from any third-party app connected to it. Any setup, configurations, syncing, processes, and fees should be consulted on the third-party app’s end. We suggest contacting PandaDoc regarding this process."
Given that, how can we add or pass the 3% credit card fee to the client if they choose to pay us via credit card?
2 votes -
Option to have 2 payment otion for 1 document using 2 different pricing table
Option to have 2 payment otion for 1 document using 2 different pricing table
2 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Option to change payment reminder wording
The reminder email does not allow us to change the wording of it. We also change not specify what time of day it will go out. We need more customization. The wording is too aggressive.
2 votes -
Have all the Installment details be visible to the approver
Have all the Installment details be visible to the approver
2 votes -
Hide/Disable mention of payments where there is no balance
To be able to either disable this modal dialog or for the dialog to dynamically hide mention of payments where there is no balance
2 votes -
Ability to create one invoice per customer transaction across payment gateways
Ability to create one invoice per customer transaction. Not make a separate one for PandaDoc and Stripe, or QuickBooks.
2 votes
