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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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209 results found

  1. add TransferWise for payment option in PandaDoc

    2 votes

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    Idea  ·  1 comment  ·  Payments  ·  Admin →
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  2. sending a document out only after a payment is submitted

    2 votes

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

    2 votes

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  4. 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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  5. 2 votes

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  6. 2 votes

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  7. Pay Funnels (payment processor)

    1 vote

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  8. It would be great to have an option for the customer to pay a 50% deposit and then retain the CC info to bill the remaining balance with the click of a button when we arrive on the job site. Instead of sending them an invoice later and hoping that they pay.

    1 vote

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  9. DPP payment gateway (Deluxe Payments Platform (DPP)).

    1 vote

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  10. Direct separate payment links for each product in the pricing table.

    1 vote

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  11. Check what payment provider was used int he document if there is more than one provider connected to the account

    1 vote

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  12. How can I mark a proposal complete if the person signs up another way, like on the phone? It messes up my conversion ratios. The proposal was approved via the phone but not signed. Usually with existing customers.

    1 vote

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  13. Customer would like to have the option to collect ACH info using card's field on their Stripe payment gateway

    1 vote

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  14. 1 vote

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  15. The ability to change payment app set up without affecting the fields of signed documents.

    1 vote

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  16. Integrate payments using HubSpot

    1 vote

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  17. 1 vote

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  18. 1 vote

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  19. 1 vote

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  20. The ability to change the billing address when paying via PayPal for a PandaDoc account.

    1 vote

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