Settings and activity

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1. Disable verification for Stripe payments

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   Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Delete…  ·  Admin →
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   Michael Atme supported this idea  ·  Dec 17, 2022

2. Stripe + Plaid

   27 votes

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   Idea  ·  10 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
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   Michael Atme commented  ·  Dec 17, 2022  ·  Edit…  ·  Delete…

   Bump on this!

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   Michael Atme commented  ·  Aug 3, 2022  ·  Edit…  ·  Delete…

   Massive bump for this! However, Stripe has come out with their own version of Plaid, which could be a lighter lift for your dev team - it's called Stripe Financial Connections - https://stripe.com/financial-connections - it would allow signers to INSTANTLY verify their accounts, no microdeposits necessary

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   Michael Atme supported this idea  ·  Aug 3, 2022

3. Pricing Table calculations: Excel Formulas.

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   665 votes

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   67 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:

   • Workflows: Configure quote rules

   We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

   Michael Atme supported this idea  ·  Dec 16, 2022