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  1. Payment Receipt from PandaDoc

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    10 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

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    Jason at PintSpace commented  · 

    This doesn’t seem like a “feature” to me. Rather, it is critical when offering integrations that allow payments. The receipt doesn’t need to state anything more than a payment was made via PandaDoc for “document name” and the amount of the payment. It would be emailed to the signer. That should keep PD clear of any liability if the payment is later rejected for insufficient funds (like a Stripe bank transfer). Right now, we have create a manual receipt, which kills the time savings of having the payment integrated in PandaDoc.

    Jason at PintSpace supported this idea  ·