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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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96 results found

  1. Be able to use ACH payments with Quickbooks payment gateway

    133 votes

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    We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  2. 74 votes

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    We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  3. 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.

    66 votes

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    We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

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

    59 votes

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  5. Save recipient's ACH payment details for future payments

    38 votes

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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!

  6. 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

    35 votes

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  7. Customize payment gateway payment page for Stripe, Square, Authorize, PayPal, etc.

    31 votes

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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!

  8. Customer would like to test using Stripe (if it is possible without using their card for payment)

    28 votes

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  9. Add the ability to process payments via ACH Authorize.net payment gateway service.

    26 votes

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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!

  10. Integrate Apple pay, Ideal, Google pay, Trustly Or some form of SEPA bank transfer with PandaDoc to collect payments

    24 votes

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    We’ll send you updates on this idea

    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!

  11. Be able to pass other contact information from the document into Stripe, such as recipient name and address.

    22 votes

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  12. Option to disable debit/credit card payments in Stripe Checkout payments and just keep ACH payment option

    21 votes

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    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists.

    You can configure Stripe payments methods on Stripe side directly.

    For more information, please check the link below:

    Payment method configurations

  13. Ability to generate invoices after the payment was made via Stripe payment gateway instead of creating the invoice manually

    20 votes

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  14. Split payment on a document into more than two installments (please specify how many).

    19 votes

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  15. Ability to setup or modify how records are created whenever payments are made using Quickbooks as the gateway.

    18 votes

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  16. Payment block populates only if the customer selects "credit card" as the option for payment.

    16 votes

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  17. Card Details field for Authorize.net.

    16 votes

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  18. It would be helpful to have an option to only allow ACH payments via the Stripe payment gateway.

    15 votes

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  19. EV2. Ability to have stripe add payments to existing customers instead of creating new customer

    14 votes

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  20. Would like to ability to allow recipients to pay before document has been fully completed by other signers. For example, allow signer one in the signing order to finalize their signatures, pay, and then send to the next signer in the signing order.

    12 votes

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