76 results found
-
Add Ebizcharge as a payment gateway in PandaDoc
the question is more geared towards how does our payment platform (Ebizcharge) provider become a payment integration partner with pandadoc like Auth.net, square, paypal, stripe etc
2 votes -
pass the 3% service charge of Quickbooks Online to the recipient
We tested sending and paying a document using the payment app integration, and we noticed that the 3% fee is not automatically charged to the recipient—instead, it’s charged to us. According to a QuickBooks live expert, "QBO is just a receiver of data coming from any third-party app connected to it. Any setup, configurations, syncing, processes, and fees should be consulted on the third-party app’s end. We suggest contacting PandaDoc regarding this process."
Given that, how can we add or pass the 3% credit card fee to the client if they choose to pay us via credit card?
2 votes -
Option to have 2 payment otion for 1 document using 2 different pricing table
Option to have 2 payment otion for 1 document using 2 different pricing table
2 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!
-
Option to change payment reminder wording
The reminder email does not allow us to change the wording of it. We also change not specify what time of day it will go out. We need more customization. The wording is too aggressive.
2 votes -
Have all the Installment details be visible to the approver
Have all the Installment details be visible to the approver
2 votes -
Hide/Disable mention of payments where there is no balance
To be able to either disable this modal dialog or for the dialog to dynamically hide mention of payments where there is no balance
2 votes -
Ability to create one invoice per customer transaction across payment gateways
Ability to create one invoice per customer transaction. Not make a separate one for PandaDoc and Stripe, or QuickBooks.
2 votes -
Payments: Calculate the document value from all documents in a bundle automatically
Currently, the total document value for payment in the document bundle isn't calculated automatically, we need to customize the total document value.
2 votes -
2 votes
-
Ability to pull the Stripe payment ID from a document
Ability to pull the Stripe payment ID from a document
2 votes -
Link a document to Authorize.net payment
Option to link a document to Authorize,net payment
2 votesValeryia Baranava responded
-
Trigger Payment Flow When Manually Completing a Signed Document
When a document is manually moved to "Completed" (to reflect an offline/outside signature), any attached payment step is silently bypassed. There should be a way to still trigger or prompt for payment collection in this scenario.
Current Behavior - If a signer executes a contract outside of PandaDoc and you manually update the document status to Completed, the payment block attached to that document is skipped entirely. The only workaround is to collect payment through a separate tool and then manually mark the document as Paid in PandaDoc.
Expected Behavior - When manually completing a document that has a payment…
1 vote -
Customizable payment portal
i would like to see a customizable payment portal, similiar with Stripe. Various shaped pay buttons, ability to change background color,font
1 vote -
Payment Method Zeller
Add the option to use "Zeller" as a payment method
1 vote -
Option to change payment pop-up wording
Not able to remove or change the wording of the pop-up that appears when recipients open a document that says complete and pay. (What if they don't want to complete and pay? They need to review the proposal first.)
1 vote -
How can I mark a proposal complete if the person signs up another way, like on the phone?
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 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please click the link below!
- Don't see your idea?