Possibility to send a payment reminder to the recipients in Editor 2.0
Hi there! Thank you so much for your idea – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our immediate product roadmap for the next couple of months.
Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you
Reminders for such an expensive tools is a basic necessity
Jaynna Ellis Dela Llana commented
Ability to have an on-hold payment option for payment gateways.
SLRC Treasurer commented
this feature makes a lot of sense. as a recipient, the reminders should continue until all of the document is completed if the payment integration is enabled.
a reminder to say: the proposal is signed, it is necessary to pay to validate the order?
80% of the proposals are signed and then the customer does pay and he waits to see if it’s ok like that... We have to relaunch... 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!
In case the recipient has signed the document and can't find the original email, or has deleted it for example, and the reminder email cannot be sent.
comms admin commented
Please have an option to auto send a reminder to a recipient that signed the document but not making the payment yet . sample 1 or 2 days after signing.
Barry Reynolds commented
After a doc is signed, we need to be able to send a document reminder like we could before to bump the doc to the top of a client's inbox so they remember to pay the invoice.
When customers sign but then don't pay it would be useful for Pandadoc to send them payment reminders or to be able to it via the app...
AdminMike Turke (Admin, PandaDoc) commented
ev2- ability to send payment reminders