🔠 How can I display currency in the correct format?

To correctly display currency values in ChiliDocs® documents, the placeholder must include the addition format:currency.

✅ Default currency settings in HubSpot

• Primary company currency:

  Defined in the account defaults and used across the entire portal.

• Deal-specific currency:

  When working internationally, each deal can have its own deal-specific currency, overriding the portal default.

✅ ChiliDocs® currency logic

1. Deals and Line Items

   • ChiliDocs® retrieves the currency from the field “deal_currency_code”.

   • Ensures that all values in a deal are shown in the deal’s defined currency.

   • Examples

     • [deal.amount(format:currency)]

     • [deal.custom_property(format:currency)]

     • [line_item.amount(format:currency)]

2. Other objects (e.g., Contacts, Companies)
   

   • The default company currency from HubSpot account settings is applied.

   • Example:
     • [company.annualrevenue(format:currency)]

⚠️ Important notes

• The option “format:currency” only works with numeric fields or with fields explicitly defined as currency in HubSpot.

• If applied to non-numeric fields, formatting may fail.

✅ Summary

• Portal currency: Automatically used when no specific deal currency is set.

• Deal currency: For deals and line items, ChiliDocs® automatically applies the deal-specific “deal_currency_code”.