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Ideas to Improve PandaDoc: Quote to Cash

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Ability to add payment processing fees

Allow to add payment fees to the payment integration, for example 2% for card payments

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AdminAlexander Litvin (Admin, PandaDoc) shared this idea  ·   ·  Admin →
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Solution Exists  ·  AdminValeryia Baranava (Admin, PandaDoc) responded  · 

Hi. Thank you so much for reaching out and sharing your perspective. We made some improvements to our product that may help you cover those scenarios namely:

- Add and set up quote builder: Discounts, taxes, and fees

- Pricing table. One-time and recurring fees

We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

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  • sam commented  · 

    Is it now possible to add a percentage fee, contingent upon the client specifically selecting a credit card payment method? I did not explicitly see this mentioned in tiday's update.

  • Sunita Pathik commented  · 

    I think this is important to go both ways - allow the customer to choose a "cash discount" option which then automatically reduces the cost by a certain percentage.

  • Jordan Benson commented  · 

    Can you please provide an update on this development? Many other competitors offer this solution

  • Ashley Kick (Fort Wayne Garden Party) commented  · 

    I am a non-profit, but filing in the way of like a neighborhood association, so I do not get fee discounts. Having to pay the processing fees cuts another chunk out of what I can put back into my non-profit. This is very important to me.

  • Brett Rudolph commented  · 

    Really important with so many costs increasing. We are passing all processing fees onto customers now.

  • Thomas Hayes commented  · 

    A way to automatically add the payment processing fee to the payment the client is expected to pay. (fee from Paypal, etc)