Settings and activity

  1. 8 votes

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    Maddy Pimentel commented  · 

    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.

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  2. 5 votes

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  3. 45 votes

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  4. 7 votes

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  5. 66 votes

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    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. :)

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  6. 54 votes

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    Maddy Pimentel commented  · 

    Currently the TOC doesn't look like it includes hyperlinks, which means clients may not know to click on it.

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  7. 7 votes

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  8. 182 votes

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    Maddy Pimentel supported this idea  ·