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

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    15 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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    Pablo Karnbaum commented  · 

    Is Pandadoc still working on this? This is the only thing holding us back from automating our workflow and I talked to many other clients who have the same problem. Shouldn't be difficult to implement. Really would be a game-changer for us and a reason to stick with Pandadoc.

    Pablo Karnbaum supported this idea  ·