Pass fields formatting of Rich Text Fields from Salesforce to PandaDoc and have markdown or HTML inside of a variable
Salesforce Rich Text Fields format copying
I want to be able to preserve the formatting of Rich Text Fields when sending them from Salesforce CRM to a PandaDoc template please. At the very least, I want to preserve line breaks!
Daniel Ging commented
This is super important.
Sanford Woodward commented
This lack of functionality in the integration will greatly determine whether or not we renew our licenses with Pandadocs.
Solomiia Mereniuk commented
Dynamic bullet list from Salesforce
AdminKamari Ross (Admin, PandaDoc) commented
Transferring the formatting rich field for integrations
Natallia Skarabahatava commented
Currently when we merge rich text field from salesforce, the html code are merged together with the data. Is there anyway to overcome this, i just need to data withput the coding