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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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180 results found

  1. Only pay for Forms that are completed vs generated/started

    4 votes

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  2. can pandadoc to integrate with "Wave" an invoicing / payment platform

    4 votes

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  3. 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  ·  Quote to Cash  ·  Admin →
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  4. Payment link to be mandatory in PandaDoc( like a button)

    4 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  5. I have a new custome that completed the agreement and wants to pay by CC. How do I do that? I didn't add the payment app to the agreement. They originally wanted to pay by ACH draft and have changed their minds.

    4 votes

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    Idea  ·  2 comments  ·  Quote to Cash  ·  Admin →
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  6. 4 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  7. When collecting a payment, to have the option to set up surcharges through Stripe

    3 votes

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  8. Integrate PandaDoc with a Tax calculator

    3 votes

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  9. Currently discounts and taxes do not transfer from PandaDoc to QuickBooks Online. The feature request is to be able to do that.

    3 votes

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  10. 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 votes

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    Hi. 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!

  11. Ability to adjust the installment dates after the document has been sent

    3 votes

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  12. Using payments, I'm wanting to change the message that pops up when someone opens the proposal.

    3 votes

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  13. Payment Integration with Flywire

    3 votes

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  14. Add cash as a payment option

    3 votes

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  15. TakePayments - payment integration

    3 votes

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    • Will allow the user to generate a payment link
    3 votes

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  16. Ability to track multiple payments on one contract.

    3 votes

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  17. 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

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  18. Ability for signers to pay without having to finish document

    3 votes

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  19. Once the payment is made, we create sales receipt and product in Quickbooks that corresponds to the document name. It would be better to modify the behavior and put a focus on the products in the pricing table:
    1) Quickbooks looks for pricing table and products in it (by name);
    2) If there is a match, product is put to Sales receipt;
    3) If there's no match, new product is created and put to Sales receipt;
    4) If no products are found, put eithe the document name or some default option (i.e. Payment made [Date of payment])

    3 votes

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