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!
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
Matt Wilkins commented
Being able to pass a table, and/or rich text with markdown into the document as a variable would be a huge improvement! Many use cases call for merging in data (say from Google Sheets) that might be more complex than is currently permitted. e.g. if I insert a numbered list e.g. [Project.Deliverables] from Google Sheets or Google Docs, it comes in as unformatted text, concatenated without numbering or new lines.
My common use cases are for addresses, price lists and schedule of deliverables for a contract.
Jeff Hamons commented
Submitting proposals for five and six figure deals that are just plain text can make or break the usefulness of PD. It's simply not possible to impress potential clients with such a basic format. I've spent countless hours trying to make it look more professional, but it's difficult to fake without the proper tools.
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