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Ideas to Improve PandaDoc: API, Payments & Integrations

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When pulling in numbers via the API widget, formatting such as the comma is pulled in as well. Example: $30,000,000 -- showing as $30000000.

When pushing in dollar amounts through CRM tokens (via API widget), only the raw value is pulled and no formatting.

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Marissa McGuirk shared this idea  ·   ·  Admin →
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Early access  ·  AdminYurii Losinets (Admin, PandaDoc) responded  · 

Hello everyone!

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.

Thanks!

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  • Jeff Ewing commented  · 

    This is still not available and takes far too much time to manually correct it.

  • BJ Schlageter commented  · 

    Customers are confused as to why our proposals can't have commas and dollar symbols. It looks unprofessional.

  • Robert Myers commented  · 

    Formatting via the API is critical and especially when using tables. We cannot do anything with a value via templates when providing a user options in a table.