Pricing table currency based on Salesforce opportunity
Implement an ability to set the pricing tables currency based on the opportunity currency when pulling products from Salesforce
AdminAnonymous (Admin, PandaDoc) commented
We need to be able to have a single quote template where the currency is set based on Salesforce.
Kayla Pina commented
As others have noted in other threads, this is important for multi-currency [Salesforce] orgs. Setting the document currency based on the recipient's locale, the suggested solution in PandaDoc documentation, is not the solution we need. In our business, the currency we sell in is independent of the recipient's locale.
AdminMike Turke (Admin, PandaDoc) commented
keep formatting of salesforce currency (formula fields, variables) when passed into pricing table
Natalia Wyatt commented
It would be outstanding if we did not need to set pricing table currency in the template before creating documents. If we had the ability to pull pricing table currency from SFDC opportunity via integration this would decrease the number of templates we have.