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243 results found
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Viva Wallet integration
Ability to integrate with Viva Wallet
3 votes -
Option to generate a payment link
- Will allow the user to generate a payment link
3 votes -
Ability to track multiple payments on one contract.
Ability to track multiple payments on one contract.
3 votes -
Option for Payment window to populate without having to 'Finish' document
Ability for signers to pay without having to finish document
3 votes -
Modify the sales receipt in Quickbooks
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 -
Sender review payments before processing
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 -
Freee trial in recurring payment option
Freee trial in recurring payment option
- Free trial option aside from Weekly, Monthly, and Annually in recurring payment
3 votes -
Payment Statuses on Document without Payment Integration
Examples:
Ability to set payment related statuses on documents paid outside of PandaDoc not through an integration, such as "Waiting for Payment", "Approved", and "Paid".3 votes -
CRM Stripe PandaDoc End to End Integration / Transfer Quote IDs and Opportunity IDs from Salesforce to Stripe
Would like the Ability to pump some Quote ID's and Opportunity ID's from Salesforce for PD send to Stripe. The goal is to use Salesforce to send out a deposit request through PD and take payment using stripe, and at the same time ensure we are able to track the id’s so we can set up automations with the CRM.
3 votes -
Status between waiting for payment and Paid
Add additional status in between Waiting for payment and Paid such as Payment Submitted"
3 votes -
Limit credit card options
Limit credit card options that customer can select from when using CC to pay invoice
3 votes -
3 votes
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payment network option for authorize.net
Option to indicate payment network accepted by the sender such as Visa, MC, Amex, etc.
3 votes -
3 votes
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3 votes
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Simplify the Stripe checkout process for in-person signing
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 -
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 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
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