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55 results found

  1. Pass info to fields via CSV in bulksend / Allow fillable field input during Bulk Send import

    5 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Gabriel Lawrence supported this idea  · 
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    Gabriel Lawrence commented  · 

    Yes, surprised this isn't upvoted more. Not just for Bulk Send, but CRM or api created documents should be able to use role based variables in the merge field of a fillable text field.

    Example, Signer.FirstName should be able to be a fillable text field assigned to Signer so they can change the name if they have a different spelling, or let's say Signer.Title if they want to correct the title, or if they forward to a new signer.

    Right now, we use a regular merge field, but then the signer can't update it.

  2. Bulk sign: Ability to sign multiple documents at once in the inbox.

    22 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  3. Redirect to a website after the payment

    10 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  4. sending a document out only after a payment is submitted

    2 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

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

    18 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  6. Integration with Mollie / Stripe integration with iDeal

    13 votes

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    7 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Gabriel Lawrence commented  · 

    Canadian PAD please

    Gabriel Lawrence supported this idea  · 

  7. Ability to set custom payment amount to PandaDoc Documents

    10 votes

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    2 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Gabriel Lawrence commented  · 

    This is exactly what I would like too for the same purpose. Seems odd it's not available in the API.

    Gabriel Lawrence supported this idea  · 

  8. Stripe payment receipt

    23 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Gabriel Lawrence commented  · 

    Agreed this should be an option. If anyone is interested I made a scenario in integromat that updates the payment intent after successful to add the email to receipt email field and it auto sends the receipt. Just not good you need a middleware to do something so basic.

    Gabriel Lawrence supported this idea  · 

  9. Save ACH payment details for future payments

    9 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  10. Payment required to complete the document

    39 votes

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    Idea  ·  6 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  11. customize stripe payment page

    14 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Gabriel Lawrence commented  · 

    This is important. We're a Canadian company, but the country defaults to the US and Canada is way down the list.

    Gabriel Lawrence supported this idea  · 

  12. Partial Payment Status

    28 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  13. Ability to add payment fees

    18 votes

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    3 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  14. Personalized links: White-label document URL (recipient link) / Customize the links for documents

    73 votes

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    Idea  ·  11 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Gabriel Lawrence commented  · 

    This is really important part of whitelabelling. Not only should be shareable link be the custom domain, but the actual hosted page of the document should also be the custom domain.

    Gabriel Lawrence supported this idea  · 

  15. [Payments] Australia Stripe BECS

    10 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  16. PAD

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Gabriel Lawrence shared this idea  · 

  17. Signature timestamp: Autofill the date field / variable with the date of signing the document (Today's Date system variable)

    642 votes

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    In development  ·  65 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  18. Edit/change/delete recipients on a sent and pre-signed document. Ability to update recipient signer email address after document is sent

    309 votes

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    Idea  ·  27 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  19. Tokens/Variables in saved messages / email body or subject

    124 votes

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    Idea  ·  25 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Gabriel Lawrence supported this idea  · 

  20. Stripe: automatically add a fee if a invoice recipient chooses to pay via credit card

    9 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Gabriel Lawrence supported this idea  · 
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