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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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239 results found

  1. 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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  2. 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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  3. Have all the Installment details be visible to the approver

    2 votes

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  4. 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.)

    1 vote

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  5. 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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  6. 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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  7. Option to have AMEX in Quickbooks

    3 votes

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  8. 2 votes

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  9. 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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  10. 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!

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

    1 vote

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

    3 votes

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  13. 1 vote

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

    2 votes

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  15. Ability to adjust the installment dates after the document has been sent

    3 votes

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

    2 votes

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  17. At the moment you can only request the second payment on split payments after a period of time. We don't necessarily know when the payment is due as it's due on job completion. Could this be added as a manual trigger where we can request the payment to the customer?

    1 vote

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

    4 votes

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

    4 votes

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

    2 votes

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