Skip to content
← Ideas to Improve PandaDoc

How can we improve PandaDoc?

Ideas to Improve PandaDoc: API & Integrations

Categories

(thinking…)

Pass currency formats from Salesforce

When you pass a price, it's format should be passed too

27 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

AdminEugene Lazovsky (Admin, PandaDoc) shared this idea  ·   ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded  · 

Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it! Currency variable formatting is now based on the recipient view locale. Custom money variables will pass to the document without a currency symbol and formatting. Please see more about Salesforce integration here: https://support.pandadoc.com/hc/en-us/articles/360044209194-Salesforce-Lightning-#h_01G634BTE67X6S5SY3CB6ZDK25

Show previous admin responses (2)

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • Charmyn Marchan commented  · 

    Set or pull currency (for documents created via CRM integrations) symbols for the text column in the pricing table.

  • Alyssa Larson commented  · 

    Ditto to what Halyna posted, PD quotes need to show variables exactly as they are in Salesforce with dollar sign, comma for thousands, period and then cents.
    Example: $4,550.00 - not 4550

  • Halyna Dashkevych commented  · 

    export numbers from Salesforce to PD as they are, with dots, currency signs etc, not only blank numbers