[Salesforce] Pull data in different formats
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.
Richard Volpe commented
Hi, will this work between Hubspot and Pandadoc? If so, I'd like to have this enabled on our account please.
Solomiia Mereniuk commented
Should be possible to pass text formatting (including line breaks) from Salesforce to templates in PandaDoc.
AdminAnna Vyrostak (Admin, PandaDoc) commented
Save EU date format of Salesforce date fields when passing to PandaDoc via tokens/variables
AdminMike Turke (Admin, PandaDoc) commented
ability to format Salesforce tokens