Changing Currency Throughout Your Document

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5 comments

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    Rocky Dohmen

    Hey Gabriel!

    Thanks for the suggestion. Be sure to add it to our Idea Portal

    However, one possible workaround would be to have US and Canadian versions of the template. At the pricing table level, you can set the currency

     

    Thanks!

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    Gabriel Lawrence

    It would be nice if the opportunity currency would change the Pandadoc currency from the Salesforce integration. Right now, we're getting caught with CAD Pandadoc's for USD customers as we had CAD as the default.

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    Gabriel Lawrence

    Thanks Rocky, I just checked and I already have. Pass currency formats from Salesforce – Have an idea? Share it! (uservoice.com)

    Our work around if anyone else has the same issue is to use usd as the default as it just shows the dollar sign.

    We then bring over [CurrencyIsoCode] as a token and have it listed at the pricing table header.

    The downside to this would be if you used the payment module.

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    Craig Ivemy

    There's no way in PandaDoc to apply a FX rate and this adjust prices from GBP to USD, for example, is there?

    We have built out our suite of services in the catalog - individual items and product bundles - but this is in GBP and occasionally we need to show the prices in USD. I think currently the only way would be to hide the GBP prices and the total and just add a text line with a manually converted USD amount, is that right?

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    Christopher Ragland

    Hi Craig,

    Thanks for reaching out here. 

    I just want to clarify, does this feature request in our idea portal sound like what you are asking for?

    https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/42385555-automatically-calculate-exchange-rate

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