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Ideas to Improve PandaDoc: Quote to Cash

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Payment required to view the document

Allow a feature to lock the document to a payment. This would require the client to submit a payment before being able to view document.

7 votes

Fannie Hershberger shared this idea · Nov 19, 2022 · Admin →

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Savannah Faulkner commented · March 27, 2025 3:49 PM

Do not allow the recipient to view the document until they have made a full payment

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