Completed to paid status manually
17
votes
AdminMary Yamson
(Admin, PandaDoc)
shared this idea
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Eliza Murray
commented
70% of our b2b clients go through third party financing to pay, so we are unable to track or conduct reporting on the % of clients who sign their contract and agree to the deal (marked complete) and then actually pay and progress all the way through finance (marked paid).
Please add an option to manually mark completed documents as paid. The absence of this is a real challenge for our reporting.
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Jillian Chamberlain
commented
Have the ability to mark a document as paid without having to enable to payment portal within the document
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Alexander Litvin
commented
For the uses cases when the invoicing is done not via the integration but rather outside of PD ability to change the doc status to Paid to get accurate dashboard reporting