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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 3 votes

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  2. 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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  3. 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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  4. 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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  5. 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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  6. Option to have 2 payment otion for 1 document using 2 different pricing table

    2 votes

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

    2 votes

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  8. Option to have AMEX in Quickbooks

    3 votes

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  9. 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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  10. 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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  11. Add the option to use "Zeller" as a payment method

    1 vote

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  12. 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

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  13. Ability to create one invoice per customer transaction. Not make a separate one for PandaDoc and Stripe, or QuickBooks.

    2 votes

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  14. Ability to generate invoices in the ZUGFeRD or XRechnung format.

    4 votes

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  15. 2 votes

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  16. Currently, the total document value for payment in the document bundle isn't calculated automatically, we need to customize the total document value.

    2 votes

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

    4 votes

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

    3 votes

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  19. 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.

    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.

    2 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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