Make PandaDoc automatically recognize the currency that is specified in Hubspot and change the currency for the pricing table accordingly.
Make PandaDoc automatically recognize the currency that is specified in Hubspot and change the currency for the pricing table accordingly.
Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover the scenarios.
To update the currency in a PandaDoc document when it doesn't match the currency in HubSpot, follow these steps:Â
- Within HubSpot on the right, scroll down to the PandaDoc module. Click on Actions > Show PandaDoc tokens. Next, find [Deal.DealCurrencyCode] variable under the Deal tab and make sure the variable includes the currency code.
- Create a document from HubSpot or link the already created document to a HubSpot deal.
- Within the PandaDoc document, go to the Integrations panel by clicking the HubSpot icon on the right.
- Under Document Data, click Import from CRM.
- The currency will be updated in the pricing table or quote builder and reflected in the document value.
We hope this release can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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AdminLindsey Schocke (Admin, PandaDoc) commented
Allow Hubspot to set the document value currency for a document.
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David Frazier commented
Is this going to happen?
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Nathan Massey commented
Just signed up to PandaDoc primarily for it's HubSpot integration and was disappointed that this is not supported (we send quotes in HubSpot in GBP, EUR and USD).
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Automatically update currency in PandaDoc's pricing table with the currency from a Hubspot record