No existing idea results
- ~ No ideas found ~
96 results found
-
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 -
Make one payment gateway default over another
Make one payment gateway default over another
2 votes -
50% deposit option
It would be great to have an option for the customer to pay a 50% deposit and then retain the CC info to bill the remaining balance with the click of a button when we arrive on the job site. Instead of sending them an invoice later and hoping that they pay.
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
-
Add option to send a reminder on a document in "Waiting for payment" status.
Add option to send a reminder on a document in "Waiting for payment" status.
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
-
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
-
ACH payments via PayPal
PandaDoc's PayPal integration only supports credit card payments, not ACH, which is essential for large transactions.
1 vote -
Bank Transfer as a Payment Method via Stripe in PandaDoc
We would like to offer bank transfer as a payment method using Stripe as the payment gateway. A workaround where customers transfer funds directly to our account isn't very practical because we can't automate the process that way. Please make bank transfer available (alongside SEPA and credit card).
1 vote -
Save payment method to Stripe customer for future charges when a one-time payment is completed
When a client completes a one-time payment through the payment step, their card is not saved to the Stripe customer record. The only way to keep a card on file is the separate Card details field, which forces clients to enter their card twice in the same document. Awkward, redundant labor. Please add an option (with a client consent checkbox at checkout) to save the payment method to the Stripe customer record during a one-time payment, so merchants can run later approved charges like post-event adjustments without a second card entry. Stripe already supports this natively through setupfutureusage on Checkout sessions.
When a client completes a one-time payment through the payment step, their card is not saved to the Stripe customer record. The only way to keep a card on file is the separate Card details field, which forces clients to enter their card twice in the same document. Awkward, redundant labor. Please add an option (with a client consent checkbox at checkout) to save the payment method to the Stripe customer record during a one-time payment, so merchants can run later approved charges like post-event adjustments without a second card entry. Stripe already supports this natively through setupfutureusage…
1 vote -
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 step attached, PandaDoc should either:
1. Prompt the user to confirm whether payment has been collected or still needs to be triggered, or
2. Provide an option to send a payment request to the recipient even after the document has been manually completedIt is common for contracts to be signed outside of PandaDoc (Adobe, wet signature, etc.) while the PandaDoc document still serves as the record of agreement. In those cases, the payment step is just as valid and shouldn't be silently dropped. The current behavior creates a gap where payment obligations can be missed without any warning.
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! -
Recording External Payments
We get payments from our customers, that we can't record in PandaDoc, for example, email transfers and credit cards, we process manually.
Please allow this option, as email transfers don't involve processing fees. Plus our Chase Paymentech fees are significantly lower than Stripe.
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
Payments
