Trigger Payment Flow When Manually Completing a Signed Document
When a document is manually moved to "Completed" (to reflect an offline/outside signature), any attached payment step is silently bypassed. There should be a way to still trigger or prompt for payment collection in this scenario.
Current Behavior - If a signer executes a contract outside of PandaDoc and you manually update the document status to Completed, the payment block attached to that document is skipped entirely. The only workaround is to collect payment through a separate tool and then manually mark the document as Paid in PandaDoc.
Expected Behavior - When manually completing a document that has a payment step attached, PandaDoc should either:
1. Prompt the user to confirm whether payment has been collected or still needs to be triggered, or
2. Provide an option to send a payment request to the recipient even after the document has been manually completed
It is common for contracts to be signed outside of PandaDoc (Adobe, wet signature, etc.) while the PandaDoc document still serves as the record of agreement. In those cases, the payment step is just as valid and shouldn't be silently dropped. The current behavior creates a gap where payment obligations can be missed without any warning.
Chase Clymer
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