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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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239 results found

  1. Add payment app to sent/viewed documents

    Add payment app to sent/viewed documents

    6 votes

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  2. Note for partial payment amount

    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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  3. Specify different amount for different payment methods and restrict client from paying with a method different from selection

    IF users selects to pay via ACH - they should pay one amount
    IF users selects to pay with credit card -another amount

    6 votes

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  4. Doc status will not change to Paid unless payment is successful

    If a payment to the gateway is unsuccessful the document status will not change to Paid.

    6 votes

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    2 comments  ·  Quote to Cash  ·  Admin →
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  5. Ability to remove payments without editing document

    6 votes

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  6. Improved connection to Square

    As it stands, the integration with Square is virtually unusable. We're can collect payment on a document but we can't manage the payments unless we're using a built in invoice. A workaround for now would be when adding payment to a document, generate an invoice in square so that the payments can be managed from Square. Right now, the payment only shows in square when it gets paid.

    6 votes

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  7. Delayed charge for an invoice

    Collect a payment and have it charged like a week later?

    6 votes

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  8. allow payment forwarding after another recipient signs to a user this isnt a recipient

    allow payment forwarding after another recipient signs to a user this isnt a recipient

    6 votes

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  9. Automatically charge installment payments

    The option to automatically charge the payer for succeeding installments.

    5 votes

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  10. Option to setup different pricing for recurring charges

    Option to setup different pricing for recurring charges, for example, the subscription changes the price every year (contract term is 5 years, 1st year - 500 USD, 2nd year - 505 USD, 3rd year - 510 USD)

    5 votes

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  11. Setup a due date for recurring payments

    Option to setup a due date for recurring payments

    5 votes

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  12. Payment Gateways for EU servers

    Option to have payment gateways for EU servers

    5 votes

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  13. Payment notification box

    Customer would like to change the pop up payment notification box or customize the wording

    5 votes

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  14. Accept and apply discount codes in payment gateways

    accept and apply discount codes (promo codes) in payment gateways

    5 votes

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  15. Payment Gateway Automation

    Ability to have payment gateways (Stripe, Authoriza.net, QuickBooks, PayPal, etc.) to have automations.

    5 votes

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  16. Ability to modify payment getaways on the document/template level

    Be able to adjust chosen payment gateways in payment app on the particular document/template with new payment gateway integrations

    5 votes

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  17. Enable 2 (multiple) payment gateways for documents.

    Set 2 payment gateway for each document. For example, document 1 uses PayPal, document 2 uses Stripe.

    5 votes

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  18. Payment block for Ev2

    My only suggestion is that we miss the payment block at the end of the document.

    5 votes

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  19. Authorize.net payment integration to allow payment amount to be changed by a payer, with suggested value.

    5 votes

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  20. Add pricing amount to payment app via Zapier

    5 votes

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