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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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247 results found

  1. Option to have 2 payment otion for 1 document using 2 different pricing table

    2 votes

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  2. Have all the Installment details be visible to the approver

    2 votes

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  3. 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

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  4. 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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  5. 2 votes

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  6. 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

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  7. 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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    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!

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

    2 votes

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

    2 votes

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

    2 votes

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  11. ECS payment gateway option

    2 votes

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  12. 2 votes

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  13. CPACharge integration

    2 votes

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

    2 votes

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  15. Ability to delete documents from the Payments page

    2 votes

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  16. 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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  17. Integration with Connect Booster as a payment gateway.

    2 votes

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  18. 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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  19. 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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  20. Display name of the product on the checkout page instead of document name

    2 votes

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