Set Variable formatting passed from CRM (commas in variables)
Ideal formatting correspondence of the variable to the formatting of the CRM text. Multilining in variable.
Hi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that it is on the roadmap and we will begin working on it soon. We will be communicating updates through our product newsletter, via an alert inside PandaDoc, and here on our idea portal. Stay tuned!
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Alvin Jorge PandaDoc commented
pass number/currency type format from HubSpot to PandaDoc. Currently, when you use number type with Currency formatting, the currency and decimal points is omitted.
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AdminValeryia Baranava (Admin, PandaDoc) commented
"How can I change the date variable format? currently it is 1982-08-19 in PandaDoc document, but I want it to be 19.08.1982 like in Pipedrive"
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AdminAnonymous (Admin, PandaDoc) commented
When date is filled in through a CRM, keep the same format it has in CRM not as PandaDoc has
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Kathleen Greenough commented
Not having the commas in pricing is very unprofessional, our sales team is having to edit the proposals to add commas before sending the proposals out - not a great use of their time.
Ideally we'd also be able to have different formatting if the price is for a European company to use . instead of , in the pricing ($123,000.97 vs €123.000,97) depending on a flag from the CRM.
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Vladislav Avsievich commented
For example, the following:
<div style="font-size: 10pt;"><span style="color: #222222; font-family: Arial, Helvetica, sans-serif; font-size: small; font-style: normal; font-weight: 400; text-align: start; white-space: normal; background-color: #ffffff; float: none;"><strong>Scope of Work</strong>:Â Furnish and install Security Camera System with the following:<br>1x 8 Channel NVR with 2TB HD<br>6x 4mp Turrets with 2.8mm Lens on bases where needed<br>2x Antennae on bases<br>1x 4 port Gig PoE Switch<br>1x 8 port Gig PoE Switch<br>1x Power Strip<br>Cat5E ran from Switch to camera/antennae location<br><br><strong>Assumption</strong>: If customer wants remote support he will need to provide internet access in the closet that I was shown. Customer must also install prior to job two power outlets one in the closet and one inside the drop ceiling of 111 Warren Ave. If we must drill to the electrical room in that building there will be a change order to account for the labor and materials.</span></div>Currently it is pulled as a plain text
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JUAPI Energy commented
Ability to format all the variables. For example: a number variable that is formatted into currency with decimals and commas.
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PandaKat Olarte commented
It would appear more professional to have numeric variables to reflect comma separators.
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Vladislav Avsievich commented
For example, at the moment line breaks are not passed. Be able to save the original formatting of product description and other HubSpot properties after the products are pulled from HubSpot into a PandaDoc document
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Christian Welborn commented
Adding to this, the 2.0 editor does not support custom CSS, whereas the 1.0 editor does/did.
Use case, capitalize all imported variables via CSS i.e. //.token{text-transform: uppercase;}
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Yana Martynenko commented
Ability to preserve initial HubSpot number formatting when passing number to PandaDoc through variables. Current flow:
HubSpot initial value 10,000
How it reflects on the PandaDoc side: 10000.00 -
Nani Ancheta commented
edit Date format of a Hubspot date variable
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Artyom Voronetskiy commented
Lost a 10-user (5k) deal due to this issue
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Yana Martynenko commented
Environment: Hubspot integration, Contact object, Date of birth field.
Make this field pass the correct data even when its type is set to date.