Please be informed that the formating of date and money fields from CRM is in closed beta. You can reply to this email and we will enable it for you right away.
Money format we define based on the recipient language of the document & currency from the CRM.
Date format we define based on the recipient language of the document & date workspace settings.
An error occurred while saving the commentAdminAnna Vyrostak (Admin, PandaDoc) commented
Save EU date format of Salesforce date fields when passing to PandaDoc via tokens/variables