PandaDoc
      Back to home
      1. Help Knowledgebase
      2. 3rd Party Software
      3. PandaDoc

      How to format HubSpot dates in PandaDoc

      PandaDoc Tokens cannot be date formatted, but if you merge dates from HubSpot CRM to a PandaDoc date field, you can choose the display format that you wish.

      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

      Here is how we did this in the Classic editor, using FIELDS:

      Check out this Video
       
      This is also described in the PandaDoc Support Pages.
      ** Update: In 2021 PandaDoc agreed to add the Merge Field feature, to PandaDoc's new Editor 2.0. So this same technique can be used in the current editor too. The process is similar to the classic editor video above, but instead of pasting the crm property name without [square brackets] into the field itself, view the properties of the field and past it into the "Merge Field" 
       
      HubSpot Solutions Partners can also upgrade to a special version of PandaDoc that allows you to easily access your Customer's PandaDoc and has every feature enabled, for less.