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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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99 results found

  1. 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  ·  Payments  ·  Admin →
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  2. ACH payment across different payment gateways

    17 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  3. 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  ·  Payments  ·  Admin →
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  4. Payment block populates only if the customer selects "credit card" as the option for payment.

    15 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  5. 12 votes

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    Idea  ·  1 comment  ·  Payments  ·  Admin →
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  6. 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  ·  Payments  ·  Admin →
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  7. if Australia Stripe BECS is supported for bank transfer payments for Stripe integration for Pandadoc

    11 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  8. Stripe integration to pull info into PandaDoc documents, integration is not supposed to be used for payments

    10 votes

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    Idea  ·  2 comments  ·  Payments  ·  Admin →
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  9. 9 votes

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    3 comments  ·  Payments  ·  Admin →
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  10. 9 votes

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    Idea  ·  2 comments  ·  Payments  ·  Admin →
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  11. The option to save clients' CC details via payment app (payment block).

    9 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  12. ability to create Stripe products from the Stripe payment integration

    8 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  13. Card Details field for Authorize.net.

    8 votes

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    Idea  ·  3 comments  ·  Payments  ·  Admin →
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  14. ACH payments via Stripe for non-US accounts/non USD accounts

    7 votes

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    0 comments  ·  Payments  ·  Admin →
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  15. allow recipients to choose a payment method

    7 votes

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    4 comments  ·  Payments  ·  Admin →
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  16. The ability to set up payment app and assign different payments to multiple payers on one document so each of the payers can pay their amount on the same document

    7 votes

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    1 comment  ·  Payments  ·  Admin →
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  17. Be able to disable 2 charges verification Stripe payments

    7 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  18. Allow bank transfer payments for international banks and currencies. Transactions in GBP and banks in the UK

    7 votes

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  19. 7 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  20. When there is more than one signer, the document has to be completed by all first, and only then it can be paid. The ability to show the payment option right after the payer signs and completes the document would help them process the payment faster.

    7 votes

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    Idea  ·  1 comment  ·  Payments  ·  Admin →
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