Payment required to complete the document
Add the ability to make payment mandatory for a certain document or template: so there will be no option to skip it and complete the document without making a payment.
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!
Nick Verity commented
We really need payment reminders OR mandatory payment with signature.
If people sign but don't pay, how do we follow-up with the link to pay?
Fin DL commented
At my company we frequently need clients to pay onboarding fees before the founder signs off. I would like for there to be an option to pay before the last party signs.
AdminAnonymous (Admin, PandaDoc) commented
send a signature request that requires payment before they can view the document
80% of proposals are signed and then the customer does pay and he waits to see if it’s ok like that...
We have to ask again...
If we raise at a time when the client has left on something else then he lets it hang...
We raise again, everyone ends up annoying...
In short, it is essential!
Matthias Heller commented
Do we have an update on this one? Expected ETA?
Anna Kovalchuk commented
Don't let a recipient finish a document until the payment is completed
AdminLarry Shapovalov (Admin, PandaDoc) commented
DocuSign works the way that the payments can be made a 'required' field before document completion.
Jose Ortiz commented
Our customers must make a deposit in order to accept the proposal. It would be nice to have a manadatory option requiring payment to accept the proposal.
Shannon Morgan commented
Make it so that payment is required before the document can be completed.