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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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99 results found

  1. The option to add a note next to the payment amount seen by recipients for documents that have payments enabled but not for the full amount (downpayment, partial, etc.)

    -This confuses a signer who scrolls past pages, not seeing the full amount of a deal on the table.

    6 votes

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    0 comments  ·  Payments  ·  Admin →
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  2. If a payment to the gateway is unsuccessful the document status will not change to Paid.

    6 votes

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    2 comments  ·  Payments  ·  Admin →
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  3. 6 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  4. 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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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  5. Collect a payment and have it charged like a week later?

    6 votes

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

    6 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  7. My only suggestion is that we miss the payment block at the end of the document.

    5 votes

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  8. 5 votes

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  9. 5 votes

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

    5 votes

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  11. 5 votes

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    Idea  ·  3 comments  ·  Payments  ·  Admin →
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  12. Pass payment information (CC details) to the customer record in Quickbooks once the payment is made.

    4 votes

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

    4 votes

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    1 comment  ·  Payments  ·  Admin →
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  14. 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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  15. IF users selects to pay via ACH - they should pay one amount
    IF users selects to pay with credit card -another amount

    4 votes

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  16. Anyone with access to the document can pay an assigned amount
    No need to specify the payer's email address

    4 votes

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    1 comment  ·  Payments  ·  Admin →
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  17. Only pay for Forms that are completed vs generated/started

    4 votes

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    1 comment  ·  Payments  ·  Admin →
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  18. can pandadoc to integrate with "Wave" an invoicing / payment platform

    4 votes

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    0 comments  ·  Payments  ·  Admin →
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  19. option for a recipient to sign a document first, then to make their payment when all recipients complete and sign the document.

    4 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  20. 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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