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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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209 results found

  1. 6 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  2. 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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  3. allow payment forwarding after another recipient signs to a user this isnt a recipient

    6 votes

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  4. ACH payments via Stripe for non-US accounts/non USD accounts

    5 votes

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  5. allow recipients to choose a payment method

    5 votes

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    2 comments  ·  Payments  ·  Admin →
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  6. My only suggestion is that we miss the payment block at the end of the document.

    5 votes

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  7. 5 votes

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  8. 5 votes

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  9. 5 votes

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  10. 5 votes

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    Idea  ·  3 comments  ·  Payments  ·  Admin →
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  11. SeamlessChex ACH & Cards

    4 votes

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    1 comment  ·  Payments  ·  Admin →
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  12. Option to have payment gateways for EU servers

    4 votes

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  13. Option to setup custom interval for the Installments, for example, a year, for now max is 90 days.

    4 votes

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  14. 4 votes

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    0 comments  ·  Payments  ·  Admin →
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  15. Option to enter coupon in the checkout, so when the customer pays the document, they can enter the coupon.

    4 votes

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    1 comment  ·  Payments  ·  Admin →
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  16. Ability to have payment gateways (Stripe, Authoriza.net, QuickBooks, PayPal, etc.) to have automations.

    4 votes

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  17. Pass payment information (CC details) to the customer record in Quickbooks once the payment is made.

    4 votes

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  18. Ability to connect Chargify to PandaDoc as a payment integration.

    4 votes

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    1 comment  ·  Payments  ·  Admin →
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  19. 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.

    4 votes

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    0 comments  ·  Payments  ·  Admin →
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  20. The client wants the recipient to have the option to check off Mail in a Check or pay via Credit Card.

    4 votes

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    2 comments  ·  Payments  ·  Admin →
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