109 results found
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Installments | Split payments on a document into more than 2 payments
Split payment on a document into more than two installments (please specify how many).
12 votes -
Ability to choose a specific payment date for the recurring charge
Now it is possible to choose weekly, monthly and yearly, but the client wants to have a specific date, e.g. on 1 st of very month.
27 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 -
Chargify
Ability to connect Chargify to PandaDoc as a payment integration.
4 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 -
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 -
8 votes
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ACH payments via Stripe for non-US accounts/non USD
ACH payments via Stripe for non-US accounts/non USD accounts
4 votes -
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 -
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 -
Ability to use Stripe recurring payment feature on all PandaDoc plans
Ability to use Stripe recurring feature to all plans
1 vote -
More options for payment gateways
The ability to accept payment from recipients via other payment gateways.
Suggestion would be plaid account from stripe or add gocardless as a payment gateway. This would give us the ability to avoid having to verify each deposit.
201 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 -
Other payment options available: Ideal, Apple pay, Google pay, Trustly, Or some form of SEPA bank transfer
Integrate Apple pay, Ideal, Google pay, Trustly Or some form of SEPA bank transfer with PandaDoc to collect payments
18 votes -
Note for partial payment amount
The option to add a note next to the payment amount seen by recipients for documents that have payments enabled but not for the full amount (downpayment, partial, etc.)
-This confuses a signer who scrolls past pages, not seeing the full amount of a deal on the table.
6 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 -
Ability to set custom payment amount to PandaDoc Documents
Goal is to have payment enabled to document. We are using the "Create Document from PDF" (https://developers.pandadoc.com/reference/new-document#create-document-from-pdf) approach as we already have well-designed documents ready to send. The limitation with this approach is that we are unable to enable payment or set custom payment amount through API. This is the only limitation that makes our business process incomplete.
We can set custom payment to document from PandaDoc site but not through public API.
14 votes -
Ability to integrate the original Stripe payment link that is used for covering any chargebacks
Hello, I have been using Pandadoc and i have just received a chargeback. So, Stripe told me that the only way they will automatically cover the chargeback is if the original STripe payment link is used, instead of the one that PandaDoc is using.
Could you create a feature that would allow users to put in the custom payment redirect link?
Thanks1 vote -
allow recipients to choose a payment method
allow recipients to choose a payment method
5 votes
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