Option to Disable Payment Reminders for Individual Documents
Option to Disable Payment Reminders for Individual Documents.
Admin‌Iryna‌ Pekarchyk‌
(Admin, PandaDoc)
shared this idea
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Alvin Jorge PandaDoc commented
Feedback from booking@crowdtheoryent.com (UUID: 3Z6Dvm6jzxChkqExciHmwb):
That is something the product team should absolutely solve immediately. We spend $90 a month on this software, and this is not the kind of problem we should be dealing with for software this expensive.
I have to send this email to our client. This makes our company look bad. We cannot continue using PandaDoc if a VERY BASIC feature like this does not exist. Emails like this are hurting our business:
Hi Jessica,
Thanks for checking in! Yes, please disregard the automated payment reminders.The final payment is not due until next May, and it looks like the due date was entered incorrectly in the payment settings for the signed document.
Unfortunately, PandaDoc does not allow us to simply turn off those automated payment notifications after a document has been signed. To stop the reminders, we would need to issue a corrected version of the document with the proper payment due date.
If you’d prefer, I’m happy to send that over for Will to re-sign electronically. It should be very quick, and it would resolve the notification issue.
Thank you, and sorry for the trouble!
Our options are two bad options:
1) Annoy our clients with regular payment reminders many months before their payment is actually due
2) Make them take time out of their busy day to resign an agreement because of PandaDoc's surprising limitations.
How is that elegant? Can you please advance me to someone on your product team so I can discuss this with them?
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Thunder Laser USA - Rhonda
commented
Ability to disable payment reminders in sent documents.