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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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8 results found

  1. Make one payment gateway default over another

    2 votes

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    0 comments  ·  Payments  ·  Admin →
  2. Add option to send a reminder on a document in "Waiting for payment" status.

    2 votes

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    0 comments  ·  Payments  ·  Admin →
  3. Split payment on a document into more than two installments (please specify how many).

    19 votes

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    2 comments  ·  Payments  ·  Admin →
  4. Be able to pass other contact information from the document into Stripe, such as recipient name and address.

    22 votes

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    7 comments  ·  Payments  ·  Admin →
  5. 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

    35 votes

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    7 comments  ·  Payments  ·  Admin →
  6. 7 votes

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    1 comment  ·  Payments  ·  Admin →
  7. We get payments from our customers, that we can't record in PandaDoc, for example, email transfers and credit cards, we process manually.

    Please allow this option, as email transfers don't involve processing fees. Plus our Chase Paymentech fees are significantly lower than Stripe.

    1 vote

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    0 comments  ·  Payments  ·  Admin →
  8. EV2. Ability to have stripe add payments to existing customers instead of creating new customer

    14 votes

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    0 comments  ·  Payments  ·  Admin →
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