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

    28 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Being Evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, 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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    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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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Payments  ·  Admin →
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    Mason Foster supported this idea  ·