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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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253 results found

  1. Integrate PandaDoc with a Tax calculator

    3 votes

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  2. When collecting a payment, to have the option to set up surcharges through Stripe

    3 votes

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  3. 3 votes

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  4. The customer is moving away from Stripe to Solidgate and would like to integrate it with PandaDoc.

    2 votes

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  5. 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

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  6. Use the payment integration within the embedded iframe to collect payments.

    2 votes

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  7. Outcome-based pricing - only pay if a specific result or outcome is achieved, such as No Cure, No Pay

    2 votes

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  8. 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

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  9. 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

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  10. We anticipate some clients may request refunds, and for internal tracking, it would be helpful if the engagement status reflected that rather than just showing as “Paid.” This would also help us with the total, under the payments section, accurately reflecting the total paid amount.

    1 vote

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  11. Currently discounts and taxes do not transfer from PandaDoc to QuickBooks Online. The feature request is to be able to do that.

    3 votes

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  12. Option to have 2 payment otion for 1 document using 2 different pricing table

    2 votes

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  13. Have all the Installment details be visible to the approver

    2 votes

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  14. Option to have AMEX in Quickbooks

    3 votes

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  15. Ability to set a flat installment amount instead of percentages

    7 votes

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  16. i would like to see a customizable payment portal, similiar with Stripe. Various shaped pay buttons, ability to change background color,font

    1 vote

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  17. We would like the deposit to be charged at signing and then the recurring payments start 15 days later

    1 vote

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  18. Ability to use Klarna as a payment method via Stripe-connected accounts.

    4 votes

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  19. Add the option to use "Zeller" as a payment method

    1 vote

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  20. TheKey is primarily handling ACH payments with varying amounts and is looking for a PCI-compliant solution.

    Versapay is important to them because it is a payment processor that they are interested in integrating with PandaDoc, as their current data collection process is different from what PandaDoc's Payments app can handle.

    3 votes

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    Hi. 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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