6935 results found
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Stripe + Plaid
Integration for Plaid with Stripe
https://stripe.com/docs/ach27 votes -
More Robust Analytics Reporting
The ability to have more robust reporting similar to how granular reporting in CRMs can be by using segmenting. For example, pulling close rate and time to close only for sent documents that have eSignature field(s).
19 votes -
3 votes
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Simplify the Stripe checkout process for in-person signing
All I'm asking is to simplify the checkout process for Stripe payment gateway. Although it's not a HUGE deal, when signing in-person and trying to capture a payment quickly, it makes things difficult and long. In my case, the payment wasn't working so I had to retype all the information 3 times which took a long time to do.
It would be great if you can either scan a card or use Square's reader inside the PandaDoc app.
3 votes -
Edit / customize text in all email notifications including Completion or Signed Email Message
Client would like option to edit the email that is sent when a document is completed. They have content they'd like to automatically share only once document is complete.
Related idea: https://pandadoc.uservoice.com/forums/926629/suggestions/40379995
246 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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The ability to pay the document right after you sign it
When there is more than one signer, the document has to be completed by all first, and only then it can be paid. The ability to show the payment option right after the payer signs and completes the document would help them process the payment faster.
7 votes -
Pull data from a template to a content library item with the help of tokens
I have a "general" template with my pricing table, and I add a library item in which I need to add the total price in a text. I'd like to add [pricingtable.total] token in the text of the content library item and populate the pricing table total from this 'general template'.
2 votes -
10 votes
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Change title [PandaDoc] Signed copy of "..." to a custom text.
When the documents are completed, the title of the email received by all parties is (Pandadoc) signed copy of etc…
Can we change this title and have a generic title instead? Something like “welcome to Holmes Place”?25 votes -
Hide borders for individual borders on the Editor 2.0
The ability to hide the vertical and horizontal line for each table individually in the Editor 2.0.
3 votes -
3 votes
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15 votes
Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
- Recipient view localization.
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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ACH Authorize.net payment via PandaDoc in Ev2
Add the ability to process payments via ACH Authorize.net payment gateway service.
22 votesHi. 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!
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2 votes
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Change the color of a default contact picture
It's set randomly now for every new contact.
10 votes -
4 votes
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Alternative Email Addresses for Contacts: Option to add several (2 or more) email addresses for 1 contact
add a contact group (one name) with 3 email address inside it.
example: Contact name: Admin with 3 email address inside i.e. abc@support, 123@support and xyz@support
24 votes -
Zapier: Ability to attach PDFs
Ability to attach PDFs via Zapier
6 votes -
Hide Grand Total Settings
Hide the grand total settings ($0.00 at the top of a doc). We don't using the billing function at all and it's confusing to our new users.
7 votes -
2 votes
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