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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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237 results found

  1. 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  ·  Quote to Cash  ·  Admin →
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  2. 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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  3. Have a document first paid and then go to completed stage
    Some customers complete the doc but don't pay

    4 votes

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  4. Payment link to be mandatory in PandaDoc( like a button)

    4 votes

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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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  7. 4 votes

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  8. 4 votes

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  9. Option to have AMEX in Quickbooks

    3 votes

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  10. Ability to use Klarna as a payment method via Stripe-connected accounts.

    3 votes

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

    3 votes

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  12. Card details field for PayPal

    3 votes

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  13. Payment Integration with Flywire

    3 votes

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  14. 3 votes

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  15. Add cash as a payment option

    3 votes

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  16. Ability to track multiple payments on one contract.

    3 votes

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

    3 votes

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  18. 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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  19. The ability for the sender to review recipient payments before processing payment.

    i.e authroize.net has this feature, but when enabled does not transfer to PandaDoc.

    3 votes

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  20. Freee trial in recurring payment option

    • Free trial option aside from Weekly, Monthly, and Annually in recurring payment
    3 votes

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