Retain the date format when syncing from Salesforce. The date format we use is DD/MM/YYYY, but pandaDoc displays as YYYY/MM/DD
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.