Ability to change the date format for variables
To be able to modify the format of the Document.CreatedDate variable (token).
Angelica Lapat commented
Ability to change the format of Date values that are being pulled into the templates via the SF variables
Alma Bailo commented
change the format of the date when document creation is started through hubspot into pandadoc
Jon Obers commented
Within HubSpot Line Items, the standard property "Start Date" date format is not converting from HubSpot to PandaDoc in the date format I have set in my PandaDoc profile settings. For example, the Start Date that appears on my template is YYYY/DD/MM but the date format I have set in my PandaDoc profile setting (MM/DD/YYYY). All other date formats convert properly but this does not and seems like it would be a simple fix so that it converts as expected.
Support told me that I would need to create a text property and then a workflow in order to make the data appear as expected on my template. This seems very impractical when there just needs to be a simple date conversion applied to the Line Items standard property "Start Date".
Scott Peetz commented
Having the month of June appear as Jun in a document leads everyone to assume its a typo. Frankly I'm shocked this is like this. Even your roadmap date for this request is December 02, 2021.
Vasco Oliveira commented
It is important that different formats are available, as if companies target different markets this differs. Support of different languages would be ideal but a simple date formatting with numbers is simpler and solves the problem. having the DD-MM-YYYY and MM-DD-YYYY would be enough for now. But this is critical, because the variable becomes unusable for non english speaking clients.
Rebecca Baden commented
The month should be spelled out, not abbreviated when using the [Document.CreateDate] field. Abbreviations do not give a professional appearance. Please review and change.
Tom Ellis commented
This is so needed! I am having to create extra fields in the CRM to produce text versions of the date and merge them into the PandaDoc templates.
In case anyone should need it, here is an example Salesforce formula that takes a custom date/time field and converts it from"23/11/2021" format to "23rd November 2021" - You can substitute Date_Today__c for "CreatedDate" or even "Now()" for instance.
Stefan Salcher commented
This would be a great feature to have! Also for imported date fields from CRMs (Hubspot / Sales Force). It would be great to be able to format these to fit specific offers or different locales (countries). We have different templates for different countries - it would be great if we could set a fitting format in the template for each date field.
Christian Strøjer commented
Yes, when we have a specific date format, it makes perfect sense that tokens has the same values, since we i.e. use PandaDoc to Automate Document creation, and we now have different formats!
Jonathan Zoch commented
Please attend to this one!!! ‼️
Marie Debeauville commented
The document creation date field is available only in the US date format while all the other fields are available on other format such as DD/MM/YYY or YYYY/MM/DD.....this idea will make the creation date also available in any date format ( which is already available for all other fields)
Denise George commented
It looks like this date issue should be brought to the top of the "development teams" list. This is such an important field for our clients to be able to view properly. Having the year first is way too confusing for some people. When can we expect a fix? We shouldn't have to wait for a certain amount of votes as this should have been an option from the beginning. Other programs seem to be able to handle it.
Roman Villard commented
Variable Date Fields such as [Document.CreateDate] should have the option to select what date format is most appropriate.
Instead of "Jun 10, 2021", It would be great to read as the full month - "June 10, 2021".
Admin PandaDoc commented
Would definitely be in favor of the MM/DD/YYYY option.
Polina Ismailova commented
Date field we included to our documents are just available in English (?) formatting and will always change back to create date whenever I edit again.
Dov Rosenberg commented
Changing formats for dates pulled from Salesforce (as suggested in the docs) does work for that scenario, but most PandaDoc users who are building templates are not Salesforce admins, so have neither the knowledge nor the permission to do this.
Denver McCann commented
Agree with most of the points below, not having a optional date format MM/DD/YY or YYYY or DD/MM/YY or YYYY or with Abreviated MMM (Jan) or Full Text version January for the month element.
GLOBAL Convention awareness should be a given Europe and the US just do it differently - this is a must have.
Dana Billingsley commented
Abbreviations for the month look tacky in professional contracts. Please update to complete spelling of month.
AdminMadelyn Gunay (Admin, PandaDoc) commented
read as the whole month instead of an abbreviation
Sarah Herbaugh commented
Have the date created pull through full text vs abbreviation (October vs Oct.)