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  1. Set Variable formatting passed from CRM (commas in variables)

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    14 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    On roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    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.

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    Kathleen Greenough commented  · 

    Not having the commas in pricing is very unprofessional, our sales team is having to edit the proposals to add commas before sending the proposals out - not a great use of their time.

    Ideally we'd also be able to have different formatting if the price is for a European company to use . instead of , in the pricing ($123,000.97 vs €123.000,97) depending on a flag from the CRM.