7254 results found
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[Missing Integration] Native integration with DayForce
DayForce is Ceridian’s unified cloud HCM (Human Capital Management) platform, covering the full employee lifecycle:
HR, payroll, benefits, talent management, scheduling, analytics, and compliance all within one system — powered by real-time data and AI. Ceridian engineers built a native integration with DayForce with key features like template support, streamlined envelope creation with dynamic recipient assignments, and tracking analytics.3 votes -
Master license list for admin
It would be beneficial to have a master license list for admin to see all licensed users in one location rather than having to be in a specific workspace to view the licensed users.
3 votes -
"Save for later" option on Documents/Forms
It would be great to have a "save for later" option, especially when there are a number of steps that different team members need to complete - for example, a new starter checklist. Currently there is only the option to "finish"
3 votes -
Form reminder
Be able to send a reminder to fill out a form.
3 votes -
Delete pages from the App
The functionality of creating a document from a template is very good from the App, but it is not practical if you cannot do simple things like delete sections or pages, or include the value of the proposal. It would be great if you incorporated this kind of functionality.
3 votes -
Label on the pages
It would be very useful to be able to name the pages of the document in such a way that when an audit of the proposal or contract is carried out, it is possible to know if what the client saw the most was the "pricing" page, the "cover" or which of the particular sections.
3 votes -
Bi-directional contact fields
It would be great to allow for the following when using document automation fields based on PD Contacts:
If a contact field, such as phone number or address is placed in a document, if those fields were empty in the contact, you could set them to be required or optional, and whether update is allowed, and accept user entry or update, which would then update the contact record. It would also be nice to indicate to the user that input or update is requested or required.
3 votes -
change the mark on the check box from check to "x"
change the mark on the check box from check to "x"
3 votes -
I can't copy the text I entered in a field
It'll be easier if I can copy and paste what I entered into the text field so because drag and drop duplicated field may not always be easy.
3 votes -
3 votes
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3 votes
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Allow 'page' titles to be edited
Hi .. it would be great if we could edit the text / title of the pages that appear on the left when in template mode. See image.
Thanks!
(PS.. you can do this in the Better Proposals platform, but they limit their templates to 1x table per proposal).
3 votes -
CardX
Integration with CardX as a payment gateway
3 votes -
email validation supports extended email formats
the email validation feature once turned on should support the extended email addresses formats such as (name@morgan.k12.co.us) - multiple subdomains that operate under the state department of education)
3 votes -
3 votes
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Document tasks
Create and track tasks for specific documents in-app
3 votes -
Page content preview in presentation mode
An optional preview of the page content down the side of a presentation.
3 votes -
Signature Forwarding via link
At present document forwarding and signature forwarding can only be done by pandadoc email, even if the original recipient was sent it via a link. This suggestion is to allow the forwarder to generate a new link for the person they are forwarding to.
This is needed because of 2 problems with email sending
1. Email deliverability - people use links to send documents because they don't want to risk their document getting spam filtered, which can happen quite frequently and unpredictably. As signature forwarding only has a pandadoc email option this means the original email will get through, but…3 votes -
Upload Consensus video in PandaDoc
Have the option to upload videos from Consensus into PandaDoc
3 votes -
Expiration settings on the sent document
Availability to enable/disable "warning email" under expiration settings on the sent document
3 votes
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