Settings and activity

1 result found

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

   •  

   59 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   10 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
   How important is this to you?

   Nice to have You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   An error occurred while saving the comment
   Matt Meyers commented  ·  Jan 18, 2024  ·  Edit…  ·  Delete…

   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.

   Save Submitting...
   Matt Meyers supported this idea  ·  Jan 18, 2024