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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 3 votes

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    Idea  ·  2 comments  ·  Payments  ·  Admin →
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  2. All I'm asking is to simplify the checkout process for Stripe payment gateway. Although it's not a HUGE deal, when signing in-person and trying to capture a payment quickly, it makes things difficult and long. In my case, the payment wasn't working so I had to retype all the information 3 times which took a long time to do.

    It would be great if you can either scan a card or use Square's reader inside the PandaDoc app.

    3 votes

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    Idea  ·  1 comment  ·  Payments  ·  Admin →
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  3. 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.

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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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!

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

    2 votes

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  5. Have the ability to use a gateway that has authorized.net. emulation

    2 votes

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

    2 votes

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  7. Ability to get the same product catalog between Stripe and PandaDoc

    2 votes

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  8. Ability to generate invoices in the ZUGFeRD or XRechnung format.

    2 votes

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  9. I was wondering if it's possible to integrate with a company called Friendly Payments?

    2 votes

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  10. ECS payment gateway option

    2 votes

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  11. 2 votes

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  12. CPACharge integration

    2 votes

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  13. View an overall list of the taxes collected through payments on documents

    2 votes

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  14. Ability to delete documents from the Payments page

    2 votes

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  15. A status to reflect when an installment payment has been made and for it to 'stick' even when the document has been edited (it reverts to sent and does not show a record of the payment made).

    2 votes

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  16. Integration with Connect Booster as a payment gateway.

    2 votes

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  17. The customer would like the pop-up box for the payment to appear right after the signer has signed the document (not when the signer opens the document)

    2 votes

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  18. Only direct the recipient to the payment if they select a certain checkbox. For example I have Stripe payments sent up. If I sent someone a document to sign and they select credit card on the document I would like them brought to the Stripe page to pay. But if they select wire transfer they would not be brought to the stripe payment page.

    2 votes

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  19. Display name of the product on the checkout page instead of document name

    2 votes

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  20. Adding Mercury Bank as a payment gateway to PandaDoc's integration.

    2 votes

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