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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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109 results found

  1. 3 votes

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    Idea  ·  2 comments  ·  Payments  ·  Admin →
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  2. Collect a payment and have it charged like a week later?

    3 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  3. All I'm asking is to simplify the checkout process for Stripe payment gateway. Although it's not a HUGE deal, when signing in-person and trying to capture a payment quickly, it makes things difficult and long. In my case, the payment wasn't working so I had to retype all the information 3 times which took a long time to do.

    It would be great if you can either scan a card or use Square's reader inside the PandaDoc app.

    3 votes

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    Idea  ·  1 comment  ·  Payments  ·  Admin →
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  4. Add a feature to generate and send recurring invoices to customers on subscription/recurring payment arrangement

    2 votes

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  5. Prevent users from sending a document with the Stripe payment app if the assigned payer is the same email as the document sender.

    2 votes

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  6. Add Cybersource as payment integration

    2 votes

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  7. 2 votes

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    1 comment  ·  Payments  ·  Admin →
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  8. 2 votes

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  9. Allow Canadian PAD (EFT) for Stripe payments in the integration.

    2 votes

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  10. Should be possible to delete/add the payment method for selected documents in bulk

    2 votes

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  11. Possibility to create two seperate tables ( from Hubspot) with Line Items divided by type i.e one-time payments vs. table with monthly payments

    2 votes

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  12. Option to indicate payment network accepted by the sender such as Visa, MC, Amex, etc.

    2 votes

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  13. sending a document out only after a payment is submitted

    2 votes

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  14. include the Bill To First and Last Names to Authorize.net payments

    2 votes

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  15. Implement an ability to set up the limit for the document's payment amount for PandaDoc users. For example, I am the business owner and I have a sales rep. I don't want my sales rep to be able to send document with the payment amount > 25 000$ (because I collect amounts > 25 000% in another way)

    2 votes

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  16. 2 votes

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  17. 2 votes

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  18. Ability to use Stripe recurring feature to all plans

    1 vote

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  19. option to remove the address for filling up for payment in payment methods

    1 vote

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  20. Examples:
    Ability to set payment related statuses on documents paid outside of PandaDoc not through an integration, such as "Waiting for Payment", "Approved", and "Paid".

    1 vote

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