Settings and activity
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67 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Tom Ellis
shared this idea
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132 votes
Great news! We're updating our platform to let you easily format data passed from your CRM right in PandaDoc. We're now working on a UX that will allow data formatting and normalization right on the UI (in addition to standard hardcoded rules on the backend). Stay tuned for a smoother, more intuitive experience!
Thanks for your suggestions – they're helping us make our platform better for everyone.
Tom Ellis
supported this idea
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99 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
Tom Ellis
supported this idea
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677 votes
Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
Tom Ellis
supported this idea
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666 votes
Greetings! We are grateful for your feature request that was sent to PandaDoc. We have wonderful news – the feature you requested is available in the system. For more information, please click the link below and have a marvelous day!
Tom Ellis
supported this idea
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416 votes
I'm glad to announce that variables for Document created and date sent work based on your workspace settings. Thanks for using PandaDoc!
An error occurred while saving the comment Tom Ellis
supported this idea
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18 votes
Valeryia Baranava responded
Tom Ellis
shared this idea
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62 votes
Hi,
We have great news – the feature you requested is already available for PandaDoc packages in Salesforce version 1.66 and higher. For more information, please click the link below!
Tom Ellis
supported this idea
·
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344 votes
The status of this suggestion is currently unchanged. Please check back for updates.
This is so needed! I am having to create extra fields in the CRM to produce text versions of the date and merge them into the PandaDoc templates.
In case anyone should need it, here is an example Salesforce formula that takes a custom date/time field and converts it from"23/11/2021" format to "23rd November 2021" - You can substitute Date_Today__c for "CreatedDate" or even "Now()" for instance.
(TEXT(DAY(Date_Today__c)))
+(CASE(DAY(Date_Today__c),
1, "st",
2, "nd",
3, "rd",
21, "st",
22, "nd",
23, "rd",
31, "st",
"th"
))
+" "+
CASE(
MONTH(Date_Today__c),
1, "January",
2, "February",
3, "March",
4, "April",
5, "May",
6, "June",
7, "July",
8, "August",
9, "September",
10, "October",
11, "November",
12, "December",
"None")
+" "+TEXT(YEAR(Date_Today__c))