Conga Product Documentation

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Formatting Currency Values on a Dynamic, Record-by-Record Basis

Format currency values based on a field on a record. Let’s say we’re creating a quote from an Opportunity and we’d like format currency values based on a field in the Opportunity. Here’s how:

  1. Create a picklist field on the Opportunity to contain the culture choices.

    Let’s call the field Culture. In this example, let’s use the following choices:



  2. Insert the CurrencyCulture parameter into the Conga Composer URL: &CurrencyCulture={!Opportunity.Culture}
  3. Format the currency fields in your Word template using the \# Currency picture switch: { MERGEFIELD Opportunity_LineItem_SalesPrice \# Currency }

These settings would result in output such as:









Disable Wrap Text in cells that use Currency formatting to keep the value and the symbol on the same line: Table > Table Properties > Options > Cell > Uncheck Wrap Text.

Also view: Dynamic template selection using Salesforce formula field