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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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210 results found

  1. Is there a way to accept ACH payments using our bank via PandaDoc? I don't want to use stripe

    4 votes

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    0 comments  ·  Payments  ·  Admin →
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  2. Only pay for Forms that are completed vs generated/started

    4 votes

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    1 comment  ·  Payments  ·  Admin →
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  3. The ability to add two payment blocks on one document so two people can pay separate amount assigned only to them.

    4 votes

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    Idea  ·  1 comment  ·  Payments  ·  Admin →
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  4. Have a document first paid and then go to completed stage
    Some customers complete the doc but don't pay

    4 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  5. Payment link to be mandatory in PandaDoc( like a button)

    4 votes

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  6. Native payment integration with Recurly that allows customer to pay in-app immediately after signing the deal.

    4 votes

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  7. 4 votes

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  8. 4 votes

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  9. The option to automatically charge the payer for succeeding installments.

    3 votes

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

    3 votes

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  11. accept and apply discount codes in payment gateways

    3 votes

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  12. Add payment app to sent/viewed documents

    3 votes

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  13. Ability to use other payment options aside from credit card when payors are trying to pay via the document. Payment options such as Debit, Credit, Bank, and Apple pay or other cardless options.

    3 votes

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  14. Ability for signers to pay without having to finish document

    3 votes

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  15. 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

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  16. 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

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  17. Freee trial in recurring payment option

    • Free trial option aside from Weekly, Monthly, and Annually in recurring payment
    3 votes

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    1 comment  ·  Payments  ·  Admin →
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  18. 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

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  19. Add additional status in between Waiting for payment and Paid such as Payment Submitted"

    3 votes

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    2 comments  ·  Payments  ·  Admin →
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  20. Allow a feature to lock the document to a payment. This would require the client to submit a payment before being able to view document.

    3 votes

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