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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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    Being Evaluated  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,
    This is a great suggestion and we have had other customers asking about this feature as well. We’re looking into the possibility of developing it, but it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

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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  ·