243 results found

1. Quickbooks ACH

   Be able to use ACH payments with Quickbooks payment gateway

   131 votes

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   8 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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   Being Evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   Hi,

   Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

2. Recurring payment in Quickbooks
   73 votes

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   3 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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   Being Evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

3. Payment Receipt from PandaDoc

   Customer would like to have an option to automatically send payment receipt from PandaDoc to their recipients after paying the document.

   Examples of generating receipts would include using our payment gateways such as Stripe, Square, Authorize.Net, PayPal, and QuickBooks Payments.

   65 votes

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   10 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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   Being Evaluated  ·  AdminJoan Nocon (Admin, PandaDoc) responded

   Hi,
   This is a great suggestion and we have had other customers asking about this feature as well. We’re looking into the possibility of developing it, but it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

4. Ability to add payment processing fees

   Allow to add payment fees to the payment integration, for example 2% for card payments

   57 votes

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   10 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   Hi. Thank you so much for reaching out and sharing your perspective. We made some improvements to our product that may help you cover those scenarios namely:

   - Add and set up quote builder: Discounts, taxes, and fees

   - Pricing table. One-time and recurring fees

   We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

5. Save ACH payment details for future payments

   Save recipient's ACH payment details for future payments

   31 votes

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   6 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   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!

6. customize payment gateway payment page

   Customize payment gateway payment page for Stripe, Square, Authorize, PayPal, etc.

   30 votes

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   2 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   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!

7. Option to test payment on a document using Stripe (sandbox)

   Customer would like to test using Stripe (if it is possible without using their card for payment)

   28 votes

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   3 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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   In Development  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

8. Other payment options available: Ideal, Apple pay, Google pay, Trustly, Or some form of SEPA bank transfer

   Integrate Apple pay, Ideal, Google pay, Trustly Or some form of SEPA bank transfer with PandaDoc to collect payments

   24 votes

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   3 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   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!

   
   

9. ACH Authorize.net payment via PandaDoc in Ev2

   Add the ability to process payments via ACH Authorize.net payment gateway service.

   23 votes

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   2 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   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!

10. Stripe Checkout payments: disable debit/credit card payments

    Option to disable debit/credit card payments in Stripe Checkout payments and just keep ACH payment option

    21 votes

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    3 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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    Solution Exists  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists.

    You can configure Stripe payments methods on Stripe side directly.

    For more information, please check the link below:

    Payment method configurations

11. Stripe: send invoice after payment was made

    Ability to generate invoices after the payment was made via Stripe payment gateway instead of creating the invoice manually

    19 votes

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    2 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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12. Customize information passed to QuickBooks

    Ability to setup or modify how records are created whenever payments are made using Quickbooks as the gateway.

    17 votes

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    Idea  ·  1 comment  ·  Quote to Cash  ·  Delete…  ·  Admin →
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13. ACH payment across different payment gateways

    ACH payment across different payment gateways

    17 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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14. Conditional logic for Payment block

    Payment block populates only if the customer selects "credit card" as the option for payment.

    16 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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15. Option to only allow ACH payments via Stripe

    It would be helpful to have an option to only allow ACH payments via the Stripe payment gateway.

    15 votes

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16. Ability to set custom payment amount to PandaDoc Documents

    Goal is to have payment enabled to document. We are using the "Create Document from PDF" (https://developers.pandadoc.com/reference/new-document#create-document-from-pdf) approach as we already have well-designed documents ready to send. The limitation with this approach is that we are unable to enable payment or set custom payment amount through API. This is the only limitation that makes our business process incomplete.

    We can set custom payment to document from PandaDoc site but not through public API.

    15 votes

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    2 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

17. Card Details field for Authorize.net

    Card Details field for Authorize.net.

    15 votes

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    Idea  ·  4 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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18. [Payments] Receive payment by check
    12 votes

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    Idea  ·  1 comment  ·  Quote to Cash  ·  Delete…  ·  Admin →
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19. Avoid the verification process with micro deposit for ACH transactions

    The verification of the ACH transaction would most likely be a pain point for most of our customers. It would likely even further slow down the payment for us.

    12 votes

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    Idea  ·  5 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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20. Allow recipient to pay for document during their signing order turn

    Would like to ability to allow recipients to pay before document has been fully completed by other signers. For example, allow signer one in the signing order to finalize their signatures, pay, and then send to the next signer in the signing order.

    11 votes

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    0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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