76 results found
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Set value to 0 to not require payment
When payment integration is enabled, the ability to just set value to 0 - allowing no payment to be made. Rather then having to remove the payment integration.
4 votes -
Recipient experience: select an option for full or split payment
We would like to give a signer the choice of paying in full up front with a discount or full price in 2 payments.
4 votes -
4 votes
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4 votes
Valeryia Baranava responded
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3 votes
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Option to apply surcharge to Stripe
When collecting a payment, to have the option to set up surcharges through Stripe
3 votes -
Integrate PandaDoc with a Tax calculator
Integrate PandaDoc with a Tax calculator
3 votes -
VersaPay as payment gateway option
TheKey is primarily handling ACH payments with varying amounts and is looking for a PCI-compliant solution.
Versapay is important to them because it is a payment processor that they are interested in integrating with PandaDoc, as their current data collection process is different from what PandaDoc's Payments app can handle.
3 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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TakePayments - payment integration
TakePayments - payment integration
3 votes -
Option to generate a payment link
- Will allow the user to generate a payment link
3 votes -
Turn off Sales Receipt for QuickBooks Payments
We are using PandaDoc for proposals. When we take payments, they are for deposits on those proposals. I want to apply the payment as a credit to the account not a sales receipt.
3 votes -
Payment Statuses on Document without Payment Integration
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".3 votesLindsey Schocke responded
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Approval before invoice generation in Quickbooks
Adding a required approval step first before any invoice in QuickBooks is created or sent:
- Continue sending quotes via PandaDoc
- Require internal approval before invoice creation
- Prevent automatic sending of invoices until approval is completed2 votes -
Payment Reminder Visibility (Sender)
Have an option to know whether clients viewed the payment reminders or not.
2 votes -
requests ability to set starting invoice number in Quickbooks
Hey there, we have a problem where your QuickBooks integration is creating invoices with invoice numbers that are overlapping other invoices. We were wondering if your integration allows us to say what number invoice it starts at.
2 votes -
Stripe Installment and recurring payment
Limitation: recurring payments through Stripe only support weekly, monthly, or yearly frequencies, which don't accommodate quarterly or custom installment schedules.
Can we have the ability to match Installment to go the same as recurring options
2 votes -
Per-method toggles for Square payments
Option to enable or disable payment methods (f.e, disable bank transfer) for Square
2 votes -
Solidgate payment integration
The customer is moving away from Stripe to Solidgate and would like to integrate it with PandaDoc.
2 votes -
Subcharges for installment payments
When using Square or Stripe as payment methods, there should be an option to automatically pass credit card surcharges to customers at checkout. Currently, adding the surcharge manually in the pricing table does not work for installment payments.
2 votes -
payments through embedded signing
Use the payment integration within the embedded iframe to collect payments.
2 votes
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