109 results found
-
Use your bank for ACH
Is there a way to accept ACH payments using our bank via PandaDoc? I don't want to use stripe
4 votes -
Only pay for Forms that are completed vs generated/started
Only pay for Forms that are completed vs generated/started
4 votes -
Put two payment blocks on a document
The ability to add two payment blocks on one document so two people can pay separate amount assigned only to them.
4 votes -
Have a document first paid and then go to completed stage
Have a document first paid and then go to completed stage
Some customers complete the doc but don't pay4 votes -
Payment link to be mandatory in PandaDoc( like a button)
Payment link to be mandatory in PandaDoc( like a button)
4 votes -
Recurly
Native payment integration with Recurly that allows customer to pay in-app immediately after signing the deal.
4 votes -
4 votes
-
4 votes
-
Modify the sales receipt in Quickbooks
Once the payment is made, we create sales receipt and product in Quickbooks that corresponds to the document name. It would be better to modify the behavior and put a focus on the products in the pricing table:
1) Quickbooks looks for pricing table and products in it (by name);
2) If there is a match, product is put to Sales receipt;
3) If there's no match, new product is created and put to Sales receipt;
4) If no products are found, put eithe the document name or some default option (i.e. Payment made [Date of payment])3 votes -
Pass payment information to Quickbooks
Pass payment information (CC details) to the customer record in Quickbooks once the payment is made.
3 votes -
Sender review payments before processing
The ability for the sender to review recipient payments before processing payment.
i.e authroize.net has this feature, but when enabled does not transfer to PandaDoc.
3 votes -
Freee trial in recurring payment option
Freee trial in recurring payment option
- Free trial option aside from Weekly, Monthly, and Annually in recurring payment
3 votes -
CRM Stripe PandaDoc End to End Integration / Transfer Quote IDs and Opportunity IDs from Salesforce to Stripe
Would like the Ability to pump some Quote ID's and Opportunity ID's from Salesforce for PD send to Stripe. The goal is to use Salesforce to send out a deposit request through PD and take payment using stripe, and at the same time ensure we are able to track the id’s so we can set up automations with the CRM.
3 votes -
Specify different amount for different payment methods to be paid
IF users selects to pay via ACH - they should pay one amount
IF users selects to pay with credit card -another amount3 votes -
No need to assign a specific payer/payers on a document
Anyone with access to the document can pay an assigned amount
No need to specify the payer's email address3 votes -
Wave
can pandadoc to integrate with "Wave" an invoicing / payment platform
3 votes -
option for a recipient to sign a document first, then to make their payment when all recipients complete and sign the document.
option for a recipient to sign a document first, then to make their payment when all recipients complete and sign the document.
3 votes -
Limit credit card options
Limit credit card options that customer can select from when using CC to pay invoice
3 votes -
3 votes
-
3 votes
- Don't see your idea?