Top 10 Basic Questions Asked of PandaDoc Support

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3 comments

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    Karlo Meniano

    Is it possible to format the date that came from a CRM token?

    I.e. PipeDrive passes a date token with a value of "2021-06-03", can PandaDoc convert it to "June 3, 2021" before placing it in the document?

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    Rocky Dohmen

    Hi Karlo,

    Unfortunately no, it is not possible to format the variable value in this way at this time. Please be sure to add this request to our Idea Portal

    Thanks!

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    Hitanshu Dalal

    I am trying to send a document to two recipient's but they use one email only as they are a married couple.

    When I try to add both recipients with different name but same email, the system is not letting me do.

    Is there any work around this?

     

    Thanks

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