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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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172 results found

  1. The ability to accept payment from recipients via other payment gateways.

    Suggestion would be plaid account from stripe or add gocardless as a payment gateway. This would give us the ability to avoid having to verify each deposit.

    183 votes

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    Idea  ·  71 comments  ·  Payments  ·  Admin →
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  2. Be able to use ACH payments with Quickbooks payment gateway

    111 votes

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    4 comments  ·  Payments  ·  Admin →
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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  3. 62 votes

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    3 comments  ·  Payments  ·  Admin →
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  4. Customer would like to have an option to automatically send payment receipt from PandaDoc to their recipients after paying the document.

    Examples of generating receipts would include using our payment gateways such as Stripe, Square, Authorize.Net, PayPal, and QuickBooks Payments.

    49 votes

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    9 comments  ·  Payments  ·  Admin →
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    Hi,
    This is a great suggestion and we have had other customers asking about this feature as well. We’re looking into the possibility of developing it, but it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

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

    45 votes

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    8 comments  ·  Payments  ·  Admin →
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  6. Card details field for PayPal, QuickBooks, Authorize.Net and Square

    28 votes

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    6 comments  ·  Payments  ·  Admin →
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  7. Now it is possible to choose weekly, monthly and yearly, but the client wants to have a specific date, e.g. on 1 st of very month.

    https://pandadoc.zendesk.com/agent/tickets/438428

    27 votes

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    3 comments  ·  Payments  ·  Admin →
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  8. Customize payment gateway payment page for Stripe, Square, Authorize, PayPal, etc.

    26 votes

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    Idea  ·  2 comments  ·  Payments  ·  Admin →
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  9. 25 votes

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    Idea  ·  4 comments  ·  Payments  ·  Admin →
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  10. Save recipient's ACH payment details for future payments

    24 votes

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    Idea  ·  4 comments  ·  Payments  ·  Admin →
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  11. Customer would like to test using Stripe (if it is possible without using their card for payment)

    24 votes

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    Idea  ·  3 comments  ·  Payments  ·  Admin →
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  12. Be able to pass other contact information from the document into Stripe, such as recipient name and address.

    18 votes

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    7 comments  ·  Payments  ·  Admin →
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  13. Option to disable debit/credit card payments in Stripe Checkout payments and just keep ACH payment option

    17 votes

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    2 comments  ·  Payments  ·  Admin →
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  14. ACH payment across different payment gateways

    16 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  15. Ability to setup or modify how records are created whenever payments are made using Quickbooks as the gateway.

    15 votes

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    Idea  ·  1 comment  ·  Payments  ·  Admin →
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  16. Payment block populates only if the customer selects "credit card" as the option for payment.

    15 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  17. Integrate Apple pay, Ideal, Google pay, Trustly Or some form of SEPA bank transfer with PandaDoc to collect payments

    14 votes

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    1 comment  ·  Payments  ·  Admin →
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  18. EV2. Ability to have stripe add payments to existing customers instead of creating new customer

    14 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  19. Add the ability to process payments via ACH Authorize.net payment gateway service.

    14 votes

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    Idea  ·  1 comment  ·  Payments  ·  Admin →
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  20. Goal is to have payment enabled to document. We are using the "Create Document from PDF" (https://developers.pandadoc.com/reference/new-document#create-document-from-pdf) approach as we already have well-designed documents ready to send. The limitation with this approach is that we are unable to enable payment or set custom payment amount through API. This is the only limitation that makes our business process incomplete.

    We can set custom payment to document from PandaDoc site but not through public API.

    12 votes

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    2 comments  ·  Payments  ·  Admin →
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