16 results found
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1 vote
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When pulling in numbers via the API widget, formatting such as the comma is pulled in as well. Example: $30,000,000 -- showing as $30000000.
When pushing in dollar amounts through CRM tokens (via API widget), only the raw value is pulled and no formatting.
5 votesHello everyone!
Please be informed that the formatting of date and money fields from CRM is in closed beta. You can reply to this email and we will enable it for you right away.
Money format we define based on the recipient language of the document & currency from the CRM.
Date format we define based on the recipient language of the document & date workspace settings.
Thanks!
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3 votes
Hello everyone!
Please be informed that the formatting of date and money fields from CRM is in closed beta. You can reply to this email and we will enable it for you right away.
Money format we define based on the recipient language of the document & currency from the CRM.
Date format we define based on the recipient language of the document & date workspace settings.
Thanks!
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Update salesforce opp once the document is completed
Update salesforce opp once the document is completed without Zapier.
5 votes -
Attach PandaDoc attachments to SalesForce opportunity as well as the document's copy
After the document is completed, attach to Salesforce opportunity not only the signed pdf copy, but also the files from PandaDoc attachments
10 votesThe feature is available within the system: https://support.pandadoc.com/hc/en-us/articles/6898766711831-Automations
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saving documents in google drive from PandaDoc
To have the ability to save documents in google drive from PandaDoc
11 votes -
Ability to change tokens format in Microsoft Dynamics
For example, the date
3 votesHello everyone!
Please be informed that the formatting of date and money fields from CRM is in closed beta. You can reply to this email and we will enable it for you right away.
Money format we define based on the recipient language of the document & currency from the CRM.
Date format we define based on the recipient language of the document & date workspace settings.
Thanks!
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The option to add completed documents as attachments in Hubspot (like in SF).
Hubspot integration: the option to add completed documents as attachments in Hubspot (like in SF).
21 votes -
Recurring monthly payments in Pricing table: set recurring payments in payment gateways
Implement recurring type of payments in a pricing table
57 votes -
3 votes
Hello everyone!
Please be informed that the formatting of date and money fields from CRM is in closed beta. You can reply to this email and we will enable it for you right away.
Money format we define based on the recipient language of the document & currency from the CRM.
Date format we define based on the recipient language of the document & date workspace settings.
Thanks!
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Automatically organize documents to folders: create trigger to move completed docs to specific folder
In PandaDoc API - A way to create a trigger where when a document completes is automatically moves that completed document into a specific folder under their documents
74 votes -
2 votes
Hello everyone!
Please be informed that the formatting of date and money fields from CRM is in closed beta. You can reply to this email and we will enable it for you right away.
Money format we define based on the recipient language of the document & currency from the CRM.
Date format we define based on the recipient language of the document & date workspace settings.
Thanks!
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Recipient verification via SMS: Advanced Electronic Signature for our documents (AES)
Advanced Electronic Signature for our documents
31 votes -
Two-way sync of PandaDoc Doc Status and HubSpot Deal Stage
Two-way sync of Doc Status and HubSpot Deal Stage
23 votes -
16 votes
Hello everyone
Please be informed that the formating of date and money fields from CRM is in closed beta. You can reply to this email and we will enable it for you right away.
Money format we define based on the recipient language of the document & currency from the CRM.
Date format we define based on the recipient language of the document & date workspace settings.
Thanks!
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Ability to Set variable/token type to currency
When currency fields are passed into PandaDoc Variable/Token allow for variable to be set on the token level as a "Currency type" to format correctly.
12 votesHello everyone!
Please be informed that the formatting of date and money fields from CRM is in closed beta. You can reply to this email and we will enable it for you right away.
Money format we define based on the recipient language of the document & currency from the CRM.
Date format we define based on the recipient language of the document & date workspace settings.
Thanks!
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