Settings and activity
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12 votes
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Maddy Pimentel
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21 votesMaddy Pimentel
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97 votes
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. We are evaluating a native Quickbooks + Quickbooks pay integration. However, those items are not scoped yet. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you.
Maddy Pimentel
supported this idea
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179 votes
Hi. Right now, 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.
Don’t hesitate to reach out if you have any other ideas.An error occurred while saving the comment Maddy Pimentel
commented
I was honestly flabbergasted that this is not a feature yet. We are seriously considering just sticking with Google docs or word docs for this reason. Our proposals get pretty long, and it's nice to be able to reference a specific page.
We would really appreciate this add. :)
Maddy Pimentel
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22 votesMaddy Pimentel
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Right now, to pay via ACH the client has to:
1. Sign the document
2. Select ACH and enter their bank info
3. Wait 1-2 days for the deposit to post
4. Re-open the signed proposal and navigate to the payment page
5. Manually verify and enter the payment amounts.
This process is automated in almost every other software I've used, and we're considering switching to a different proposal system, since it's way too many steps for our clients. We love other things about PandaDoc, but this is really inconvenient.