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  1. Pass fields formatting of Rich Text Fields from Salesforce to PandaDoc and have markdown or HTML inside of a variable

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    10 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    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!

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    Matt Meyers commented  · 

    As part of our quoting process in Salesforce many time we need users to be able to provide additional details and terms on a quote in Salesforce. It is very cumbersome to have to directly add this to a quote in pandadoc and double enter it as it is critical to have this data in Salesforce as well.

    Matt Meyers supported this idea  ·