Settings and activity

2 results found

1. Ability to add payment processing fees

   59 votes

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   10 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Delete…  ·  Admin →
   Solution Exists  ·  Valeryia Baranava responded

   Hi. Thank you so much for reaching out and sharing your perspective. We made some improvements to our product that may help you cover those scenarios namely:

   - Add and set up quote builder: Discounts, taxes, and fees

   - Pricing table. One-time and recurring fees

   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.

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   Truman Meecham commented  ·  Sep 28, 2023  ·  Delete…

   This would be great!

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   Truman Meecham supported this idea  ·  Sep 28, 2023

2. Split or staggered payment collection

   70 votes

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   9 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
   Released  ·  Valeryia Baranava responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   • Installments
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   Truman Meecham commented  ·  Sep 28, 2023  ·  Delete…

   I find it odd that you can enter credit card information prior but can't have the card automatically charged for the agreement amount or deposit when the document is signed.

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   Truman Meecham supported this idea  ·  Sep 28, 2023