E-Signing link to a payment processor

There is no functionality to redirect someone to an external URL upon them signing a contract - so for instance, if someone signs up to our service and we want them to sign up t a payment processor to take a deposit or link to their debit mandate - we can't!

Defeats the object of getting a signature and then not being able to take payment so the tool (for us) is unusable and have to use an external platform. very disappointing!

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  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited March 2021 #2

    As an alternative - You can achieve similar functionality to this at the moment with Pipedrive <> PandaDoc integration 

  • Stephen Phillips
    Stephen Phillips Posts: 29
    Second Anniversary 10 Comments Combo Breaker Photogenic
    edited March 2021 #3

    Unfortunately - you can't use Panda docs as you can't do a URL redirect - let alone the fact they add their branding and try and upsell your clients as well as having pushy staff. Wouldn't go near them!!