🔠How can I display the currency in the correct format?

In HubSpot, I can define a company currency or control the currency on the deal. In order to display this correctly in the Word document, a small reference is necessary.

In HubSpot, currency settings are handled differently depending on the object type.

Default Currency Settings in HubSpot

• In HubSpot's general settings, the company currency is set as the primary currency.

• If a company operates with a single currency, this currency is used across the entire portal in all currency fields.

• However, if a company operates internationally and deals with multiple currencies, a specific currency can be defined at the deal level.

Currency Logic in ChiliDocs®

In the ChiliDocs® Word template, the currency is automatically determined based on the object type:

1. Currency Settings for Deals and Line Items

• For Deals and Line Items, the currency is taken from the deal_currency_code field of the associated deal and formatted accordingly.

• This ensures that all amounts within a deal are displayed in the specified currency of the deal.

• Example of using deal currency:

  • [deal.amount(format:currency)]

  • [deal.custom_property(format:currency)]

  • [line_item.amount(format:currency)]

2. Currency Settings for Other Objects

• For all other objects, such as Contacts or Companies, the default currency from the account settings (General Settings > Currency) is used.

• This ensures that values in these objects are always displayed in the company's primary currency.

Important Notes

• The format:currency option only works on properties that are either numeric fields or explicitly defined as currency-type fields in HubSpot.

Summary

• Using the portal currency: This is automatically applied if no specific deal currency is defined.

• Using the deal currency: This is automatically retrieved from deal_currency_code for deals and line items.