Skip to content

← Ideas to Improve PandaDoc

How can we improve PandaDoc?

Ideas to Improve PandaDoc: Integrations

CATEGORIES
All ideas
My feedback
API 231 ideas
Approvals 151 ideas
Automations 199 ideas
CPQ - Quote Builder & Pricing table 613 ideas
Content Editing & Design 759 ideas
Documents & Data Management 776 ideas
Esign & Notary 44 ideas
Fillable Fields & Variables 549 ideas
Forms 185 ideas
Integrations 981 ideas
Integrations - HubSpot 230 ideas
Localization 56 ideas
Mobile 76 ideas
Other 502 ideas
Payments 235 ideas
Recipient Experience 242 ideas
Rooms 46 ideas
Security & Compliance 71 ideas
Settings, Workspaces & User Roles 337 ideas
Sharing & Collaboration 284 ideas
Templates & Libraries 219 ideas
Usability Improvements 180 ideas

Searching…

No results.
Clear search results

[Salesforce] Pull data in different formats

16 votes

AdminDenis Chubrik (Admin, PandaDoc) shared this idea · Mar 13, 2020 · Admin →

Released · Jan 18, 2024

Show previous admin responses (2)

An error occurred while saving the comment

Richard Volpe commented · January 31, 2023 10:59 PM

Hi, will this work between Hubspot and Pandadoc? If so, I'd like to have this enabled on our account please.

Submitting...
AdminSolomiia Mereniuk (Admin, PandaDoc) commented · March 12, 2021 9:11 AM

Should be possible to pass text formatting (including line breaks) from Salesforce to templates in PandaDoc.

Submitting...
AdminAnna Vyrostak (Admin, PandaDoc) commented · June 4, 2020 1:07 PM

Save EU date format of Salesforce date fields when passing to PandaDoc via tokens/variables

Submitting...
AdminMike Turke (Admin, PandaDoc) commented · June 2, 2020 1:04 PM

ability to format Salesforce tokens

Submitting...