Skip to content

← Ideas to Improve PandaDoc

How can we improve PandaDoc?

Ideas to Improve PandaDoc: Automations

CATEGORIES
All ideas
My feedback
API 231 ideas
Approvals 151 ideas
Automations 199 ideas
CPQ - Quote Builder & Pricing table 612 ideas
Content Editing & Design 758 ideas
Documents & Data Management 776 ideas
Esign & Notary 44 ideas
Fillable Fields & Variables 548 ideas
Forms 185 ideas
Integrations 979 ideas
Integrations - HubSpot 229 ideas
Localization 56 ideas
Mobile 76 ideas
Other 500 ideas
Payments 235 ideas
Recipient Experience 242 ideas
Rooms 46 ideas
Security & Compliance 71 ideas
Settings, Workspaces & User Roles 337 ideas
Sharing & Collaboration 284 ideas
Templates & Libraries 219 ideas
Usability Improvements 179 ideas

Searching…

No results.
Clear search results

Automatically generating PDF invoices from quotes created in PandaDoc

8 votes

AdminAnastasia Perelaiko (Admin, PandaDoc) shared this idea · Dec 7, 2020 · Admin →

Idea · Jul 7, 2021

An error occurred while saving the comment

AdminValeryia Baranava (Admin, PandaDoc) commented · July 14, 2022 7:48 AM

If I send an invoice created in PandaDoc, then I add the payment option which is Stripe, so they will have 2 kind of invoices one from PandaDoc ( the invoice that I created to my client) and another from stripe
What I am looking for is:
I would like to: when my client pay the contract. Automatically receive and invoice created with the invoice templates in PandaDoc

Submitting...
Anonymous commented · July 13, 2022 12:04 PM

PandaDoc payment system

https://pandadoc.zendesk.com/agent/tickets/392863

Submitting...
Paul Cedric Guevarra commented · January 16, 2022 1:31 AM

Option to send invoice automatically through PandaDoc once a client pays using client pays using authorize.net

Submitting...