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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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113 results found

  1. Now it is possible to choose weekly, monthly and yearly, but the client wants to have a specific date, e.g. on 1 st of very month.

    https://pandadoc.zendesk.com/agent/tickets/438428

    27 votes

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    3 comments  ·  Payments  ·  Admin →
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  2. Customize payment gateway payment page for Stripe, Square, Authorize, PayPal, etc.

    27 votes

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    Idea  ·  2 comments  ·  Payments  ·  Admin →
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  3. Save recipient's ACH payment details for future payments

    25 votes

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    Idea  ·  4 comments  ·  Payments  ·  Admin →
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  4. 25 votes

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    Idea  ·  4 comments  ·  Payments  ·  Admin →
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  5. Customer would like to test using Stripe (if it is possible without using their card for payment)

    24 votes

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    Idea  ·  3 comments  ·  Payments  ·  Admin →
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  6. Integrate Apple pay, Ideal, Google pay, Trustly Or some form of SEPA bank transfer with PandaDoc to collect payments

    19 votes

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    2 comments  ·  Payments  ·  Admin →
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  7. ACH payment across different payment gateways

    16 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  8. Ability to setup or modify how records are created whenever payments are made using Quickbooks as the gateway.

    15 votes

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    Idea  ·  1 comment  ·  Payments  ·  Admin →
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  9. 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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  10. Split payment on a document into more than two installments (please specify how many).

    14 votes

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    Idea  ·  1 comment  ·  Payments  ·  Admin →
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  11. 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.

    14 votes

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    2 comments  ·  Payments  ·  Admin →
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  12. EV2. Ability to have stripe add payments to existing customers instead of creating new customer

    14 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  13. Add the ability to process payments via ACH Authorize.net payment gateway service.

    14 votes

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    Idea  ·  2 comments  ·  Payments  ·  Admin →
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  14. 12 votes

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    Idea  ·  1 comment  ·  Payments  ·  Admin →
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  15. 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  ·  4 comments  ·  Payments  ·  Admin →
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  16. 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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  17. Stripe integration to pull info into PandaDoc documents, integration is not supposed to be used for payments

    9 votes

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    Idea  ·  2 comments  ·  Payments  ·  Admin →
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  18. 9 votes

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    Idea  ·  2 comments  ·  Payments  ·  Admin →
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  19. 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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  20. 8 votes

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    2 comments  ·  Payments  ·  Admin →
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