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  1. Save ACH payment details for future payments

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    7 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

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    Reagan Enger commented  · 

    currently I'm using the Credit Card "Collect Billing Details" content form in the pandadoc. I'd like to give them the option to use either CC or ACH. The trick here is that we arent charging them upon completion of the pandadoc but will be charging them after their trial period. so I cant use the native ACH function at checkout for the pandadoc. I only want to pull the ACH details into Stripe when they sign and control the subscription from stripe. is this possible?