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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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221 results found

  1. Ability to get credit card details from recipient without charging and the card details should automatically be saved to our Square account for future use.

    10 votes

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    0 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!

  2. Stripe integration to pull info into PandaDoc documents, integration is not supposed to be used for payments

    10 votes

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    Idea  ·  2 comments  ·  Payments  ·  Admin →
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  3. 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.

    9 votes

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  4. 9 votes

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    3 comments  ·  Payments  ·  Admin →
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  5. 9 votes

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    Idea  ·  2 comments  ·  Payments  ·  Admin →
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  6. The option to save clients' CC details via payment app (payment block).

    9 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  7. Option to setup custom interval for the Installments, for example, a year, for now max is 90 days.

    8 votes

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    1 comment  ·  Payments  ·  Admin →
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    • Will allow the user to have a schedule payment and will allso allow the recipient to see the schedule of payment
    8 votes

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    0 comments  ·  Payments  ·  Admin →
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  8. Card Details field for Authorize.net.

    8 votes

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    Idea  ·  3 comments  ·  Payments  ·  Admin →
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  9. ACH payments via Stripe for non-US accounts/non USD accounts

    7 votes

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  10. It would be great if you can implement the auto collection of tax (Inclusive or exclusive ) that would reflect in stripe invoice. Currently , we put tax break down in our document but when the payment is done, there is no tax breakdown in stripe invoice or payment details.

    7 votes

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  11. allow recipients to choose a payment method

    7 votes

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    4 comments  ·  Payments  ·  Admin →
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  12. We are currently using PandaDoc to accept credit card payments via the 'Payment Block' synced to Stripe. We are able to set the default currency, but haven't been able to set the default country details.

    7 votes

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    0 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!

  13. The ability to set up payment app and assign different payments to multiple payers on one document so each of the payers can pay their amount on the same document

    7 votes

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    1 comment  ·  Payments  ·  Admin →
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  14. Be able to disable 2 charges verification Stripe payments

    7 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  15. ability to create Stripe products from the Stripe payment integration

    7 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  16. Allow bank transfer payments for international banks and currencies. Transactions in GBP and banks in the UK

    7 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  17. 7 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  18. When there is more than one signer, the document has to be completed by all first, and only then it can be paid. The ability to show the payment option right after the payer signs and completes the document would help them process the payment faster.

    7 votes

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    Idea  ·  1 comment  ·  Payments  ·  Admin →
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  19. The option to add a note next to the payment amount seen by recipients for documents that have payments enabled but not for the full amount (downpayment, partial, etc.)

    -This confuses a signer who scrolls past pages, not seeing the full amount of a deal on the table.

    6 votes

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