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  1. Send invoice when payment is made: Invoice with Paid windows

    29 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Automations  ·  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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    Mason Foster commented  · 

    In the 1.0 editor, contracts included an invoice that clients could download and submit for approval. This was necessary to generate POs, checks, etc. and is how many corporations need to operate.

    In 2.0, we've lost the invoice and only have a CC/EFT payment option. My clients who pay by check need me to send an additional invoice for the deposit, since there's nothing for them to download.

    Can you consider adding back a downloadable version of the invoice?

    Mason Foster supported this idea  · 

  2. [Payments] Receive payment by check

    12 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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    Mason Foster supported this idea  ·