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  1. Save ACH payment details for future payments

    24 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Payments  ·  Admin →
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    Sabina Sobhani supported this idea  · 

  2. Redirect recipient to a custom URL upon completion

    444 votes

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    74 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Early access  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hey there! Great news – the redirect after completion feature is now available for early access 🎉 

    With this feature, you can specify a redirect URL in any template or document for your signers. Once turned on, it seamlessly directs the signer to the chosen URL after they finish the signing process.

    If you're interested in enabling it for your use, feel free to message me back.

    Igor, Product team

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    Sabina Sobhani commented  · 

    This feature is critical for us. A redirect allows any company to control the experience of the sales process and ensure it all ties together vs sitting fragmented. We would use a redirect link to pop the user into our onboarding flow or to collect payment method information (since Pandadoc only supports credit card details but not bank account). Without this, the process has more friction as we have to resort to sending the user an email with a link to begin the next step in the process.

    Sabina Sobhani supported this idea  ·