Settings and activity
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14 votes
Paige Price supported this idea ·
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9 votes
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15 votes
Hello everyone
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.
Thanks!
I wanted to ask a question. One of DocuSign’s functionality that isn’t yet integrated into PandaDoc is the ability to capture the chat comments and history onto the document so it can be exported or captured as one item.
Could you verify if this is something that is in the works?