Avoid the verification process with micro deposit for ACH transactions
The verification of the ACH transaction would most likely be a pain point for most of our customers. It would likely even further slow down the payment for us.
Nikita Martynov
shared this idea
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Anonymous commented
Stripe offers the ability for the customer to login to verify their bank account instead of waiting for microdeposits. I would like to use this feature when using Pandadoc.
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Alma‌‌ Bailo‌
commented
The customer wants his deposits to show up as pending status on his online statements or asking for an application that will show his pending deposits.
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Alma‌‌ Bailo‌
commented
ACH automatic charge immediately
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Bill Vieux
commented
Stripe now supports instant verification. Just need PandaDoc to upgrade to latest version of Stripe Checkout: https://stripe.com/en-gb-at/payments/ach-direct-debit
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Maddy Pimentel
commented
Right now, to pay via ACH the client has to:
1. Sign the document
2. Select ACH and enter their bank info
3. Wait 1-2 days for the deposit to post
4. Re-open the signed proposal and navigate to the payment page
5. Manually verify and enter the payment amounts.This process is automated in almost every other software I've used, and we're considering switching to a different proposal system, since it's way too many steps for our clients. We love other things about PandaDoc, but this is really inconvenient.