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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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236 results found

  1. Option to have AMEX in Quickbooks

    3 votes

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  2. 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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  3. 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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  4. Ability to generate invoices in the ZUGFeRD or XRechnung format.

    4 votes

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  5. 2 votes

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  6. 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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  7. Ability to set a flat installment amount instead of percentages

    4 votes

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

    3 votes

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  9. 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!

  10. We might stop using payments because of the three reasons below. We need to have more customization with your products.

    1. Not able to remove or change the wording of the pop-up that appears when recipients open a document that says complete and pay. (What if they don't want to complete and pay? They need to review the proposal first.)

    2. Payments does not allow them to pay by ACH.

    3. 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…

    1 vote

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    0 comments  ·  Quote to Cash  ·  Admin →
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  11. Ability to adjust the installment dates after the document has been sent

    3 votes

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  12. Requesting an integration with NMI as a payment gateway.

    7 votes

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  13. Have the ability to use a gateway that has authorized.net. emulation

    2 votes

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  14. Ability to get the same product catalog between Stripe and PandaDoc

    2 votes

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  15. It would be great to have more dynamic options to adjust payments schedule.

    1 vote

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  16. Option to setup custom interval for the Installments, for example, a year, for now max is 90 days.

    9 votes

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  17. When payment integration is enabled, the ability to just set value to 0 - allowing no payment to be made. Rather then having to remove the payment integration.

    4 votes

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  18. I was wondering if it's possible to integrate with a company called Friendly Payments?

    2 votes

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  19. ECS payment gateway option

    2 votes

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  20. Chime Payment Integration

    4 votes

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