Settings and activity

1 result found

1. Make PandaDoc automatically recognize the currency that is specified in Hubspot and change the currency for the pricing table accordingly.

   41 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   4 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Delete…  ·  Admin →
   How important is this to you?

   Nice to have You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   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: 

   1. 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.
   2. Create a document from HubSpot or link the already created document to a HubSpot deal.
   3. Within the PandaDoc document, go to the Integrations panel by clicking the HubSpot icon on the right.
   4. Under Document Data, click Import from CRM.
   5. The currency will be updated in the pricing table or quote builder and reflected in the document value.

   More here.

   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.

   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: 

   1. 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.
   2. Create a document from HubSpot or link the already created document to a HubSpot deal.
   3. Within the PandaDoc document, go to the Integrations panel by clicking the HubSpot icon on the right.
   4. Under Document Data, click Import from CRM.
   5. The currency will be updated in the pricing table or quote builder and reflected in the document value.

   More here.

   We hope… more

   An error occurred while saving the comment
   David Frazier commented  ·  March 07, 2023  ·  Edit…  ·  Delete…

   Is this going to happen?

   Save Submitting...
   David Frazier supported this idea  ·  March 07, 2023