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!
Tom Ellis
shared this idea
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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.
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Daniel Ging commented
This is super important.
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Sanford Woodward
commented
This lack of functionality in the integration will greatly determine whether or not we renew our licenses with Pandadocs.
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Solomiia Mereniuk commented
Dynamic bullet list from Salesforce
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AdminKamari Ross (Admin, PandaDoc) commented
Transferring the formatting rich field for integrations
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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