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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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109 results found

  1. Split payment on a document into more than two installments (please specify how many).

    12 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  2. 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

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  3. Pass payment information (CC details) to the customer record in Quickbooks once the payment is made.

    3 votes

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  4. Ability to use Stripe recurring feature to all plans

    1 vote

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  5. Ability to connect Chargify to PandaDoc as a payment integration.

    4 votes

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  6. 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

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  7. option to remove the address for filling up for payment in payment methods

    1 vote

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  8. Add a feature to generate and send recurring invoices to customers on subscription/recurring payment arrangement

    2 votes

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  9. Freee trial in recurring payment option

    • Free trial option aside from Weekly, Monthly, and Annually in recurring payment
    3 votes

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    1 comment  ·  Payments  ·  Admin →
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  10. 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

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  11. 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

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  12. ACH payments via Stripe for non-US accounts/non USD accounts

    4 votes

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  13. 8 votes

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    2 comments  ·  Payments  ·  Admin →
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  14. 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.

    https://pandadoc.zendesk.com/agent/tickets/438428

    27 votes

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    3 comments  ·  Payments  ·  Admin →
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  15. 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?
    Thanks

    1 vote

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  16. Option to link a document to Authorize,net payment

    1 vote

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  17. 1 vote

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  18. 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

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  19. Split payment amounts between two different cards on a single document

    1 vote

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  20. Prevent users from sending a document with the Stripe payment app if the assigned payer is the same email as the document sender.

    2 votes

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