I perform services and currently manually transfer contract information to invoices with the payment gateway. I have found there is no way to utilize the current features in PandaDoc to perform that workflow (Contract => Invoice) without requiring an external client.
Similarly, Quote/Proposal => Contract => Invoice poses the same problem.
Variables can be made as pass-throughs between templates (which is useful) but are otherwise static items in terms of interface to the payment gateways.
The process adds administrative work to the process and is error prone as volume increases, especially when multiple users are sending out contracts.
I perform services and currently manually transfer contract information to invoices with the payment gateway. I have found there is no way to utilize the current features in PandaDoc to perform that workflow (Contract => Invoice) without requiring an external client.
Similarly, Quote/Proposal => Contract => Invoice poses the same problem.
Variables can be made as pass-throughs between templates (which is useful) but are otherwise static items in terms of interface to the payment gateways.
The process adds administrative work to the process and is error prone as volume increases, especially when multiple users are sending out contracts.