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Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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How do I change the date format in PandaDoc?
Go to Settings > Workspace defaults, navigate to Default date format, set the default date field format, and select Save changes. Any new field you add to a document will now follow this format. You can also set the format for an individual date field within a document.
What is the datetime format?
dd/MM/yyyy — Example: 23/06/2013. yyyy/M/d — Example: 2013/6/23. yyyy-MM-dd — Example: 2013-06-23. yyyyMMddTHH:mmzzz — Example: 20130623T-0500.
Can you edit documents in PandaDoc?
Open the document, in the top right, click Actions > Edit document, and confirm you wish to edit the document. Make changes to the document that you need and once ready, send it out again. After you have resent the document, the recipient will get a new notification email with the latest document version.
How do you set document value in PandaDoc?
Access Document value settings Open your template/document, at the top click the $ icon to open the Document value settings. Here you will have options for: Currency. Source: Custom amount or Pricing Table/Quote builder.
How do I format the date in PandaDoc?
PandaDoc date fields can be formatted as: mm/dd/yyyy. dd/mm/yyyy. dd-mm-yyyy. mm-dd-yyyy. dd-MMM-yyyy. MMM-dd-yyyy.
How to add fillable fields in PandaDoc?
To add a field, open your document/template first, then go to the Content panel on the right, select a role/recipient who will fill out this field later, or add a new one under "Fillable fields for". After that, click on the field or drag and drop it to the place you need.
How to change date format to mm dd yyyy in salesforce formula?
Format Salesforce Date To start pick the Saleforce date field you want to change. Mine is Date_Field__c This is important as its going to be used throughout your formulas. MM/DD/YYYY. TEXT(MONTH(Date_FIeld__c))+"/"+TEXT(DAY(Date_FIeld__c))+"/"+TEXT(YEAR(Date_FIeld__c)) DD/MM/YYYY.
How do I change the currency of a pricing table in PandaDoc?
Set pricing table currency. Navigate to pricing table properties, click on Settings, and select table currency. If you are using Document value, make sure the currency in Document value settings matches the pricing table currency.
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