Commerce

Hi Vendasta Support Team, I am reaching out to consult with your technical department regarding a challenge we are facing with our current signup and purchase flow. We are experiencing significant drop-offs due to friction between lead registration and final conversion. The Current Issue: Source: A lead registers via a landing page for a specific product (e.g., AI Voice Receptionist). Post-Registration: After creating an account, the user is redirected directly to the Business App dashboard, but the product is inactive. Friction: The user must then manually navigate to the Store, search for the product, and complete the checkout process. The Result: This multi-step process causes confusion and lowers our conversion rate, as users lose urgency before completing the payment. Our Desired Onboarding Flow: We would like to implement a more streamlined, "Payment-First" sequence: Landing Page → Account Registration → Immediate Redirect to the specific product’s Checkout page. Activation: Once payment is confirmed, the product should be automatically provisioned. Access: The user enters the platform only after payment, with the product already active and ready to use.

When emailing an invoice to a client for payment, clients are currently not able to download a PDF version of the invoice. Clients are requesting this feature so that the can provide the PDF invoice to their accounting departments for payment processing. I understand that we may 'manually' download a PDF invoice, but this process lacks efficiency at scale. Lastly, the PDF download is available from the payment confimation email, so hopefully we can make it available for download prior to payment. Thank you.

When activating a pro product (which replaces a formerly activated standard or free product), the next renewal date should reflect that of the pro product's activation date, not the free product's. Because this screws up the billing cycle so that the partner will have to manually deactivate said pro product to keep billing cycle synced once the order concludes... So there is little reason to activate standard reputation management or listing sync by default once an account is created, because if the retailer ever upgrades it, it just adds micromanagement to keep the billing cycle succinct once things conclude.

This idea came from another billing platform. They offer the ability to pass along the credit card fee to the customer instead of the partner having to absorb the cost. It would also incentivize the customer to use the new ACH payment option as that is charged at a lower rate.

Provide clients with the ability to request and accept payments online to collect revenue quickly and easily. Whether they're collecting payment for services rendered or a deposit to hold a product in-store, incoming revenue is directed to one location for easy accounting.

Please go back and restore the functionality that made it easier for us to collect payments. With the new changes we can not make an invoice from an order or a recurring invoice from an existing one. Unfortunately that new method is a lot more steps than we had to take before and leaves more room for error. We need to be able to do the following: -send an order for approval -collect payment (would prefer to collect at approval but do not want anything auto activated) -manually activate any services we desire (do not want things to auto activate or would like control to toggle on and off on a case by case basis) How do we do that in the new system? How do we take an order and duplicate it to an invoice to charge the client and then manually activate things?

When I download an invoice, the PDF downloaded is always named "invoice.pdf." It would be incredibly more helpful if the file was named "Invoice 25012.pdf" where the number in the name (i.e., 25012) matches the number of the Invoice I am downloading.

A way to create contracts and have clients sign them through the Business App portal. I envision having it available in Partner Center where you can create contract templates and then customize them within a client's Account Overview section within Prner Center. Then sending it to users assigned to that account would email it to them with a button that brings them to their Business App. Probably a new section called Agreements or something. And they can sign it digitally. And no one can tamper with the "document" after that. This could potentially be associated with invoices and/or subscriptions. It would circumvent the need for 3rd party apps like DocuSign, etc. and add to the whole business solution ecosystem.

I'd really like to see an upgrade that combines proposal, contract, invoice, and payment into one interactive file with branded templates, expiration dates, client package selection, and automations. This would streamline client onboarding, accelerate revenue, and align us with platforms like HoneyBook (I love their proposal system for services, but they are not an agency platform like Vendasta.)