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5 results found

  1. Avoid the verification process with micro deposit for ACH transactions

    11 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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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.

    Maddy Pimentel supported this idea  · 

  2. Save ACH payment details for future payments

    9 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Maddy Pimentel supported this idea  · 

  3. Quickbooks ACH

    81 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Maddy Pimentel supported this idea  · 

  4. Page number visible in web version

    136 votes

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    Idea  ·  9 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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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. :)

    Maddy Pimentel supported this idea  · 

  5. Working TOC in PDF files: clickable table of contents in PDF

    19 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Maddy Pimentel supported this idea  ·