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oceanmedic690Fecha de consulta 9 de mayo de 2025, 17:42
Buen día,
Estoy en proceso de crear un cotizador en el cual asignaré los precios en dólares. Sin embargo, me gustaría que, al final, cuando se sumen todos los costos y se genere el total, el PDF que se genere muestre el monto en pesos.
¿Existe alguna forma de realizar esto? Hasta ahora, solo he visto que es posible cambiar el costo en dólares, pero desde un principio en el precio y me gustaría que se hiciera la conversion al final.
Agradezco mucho su ayuda y orientación.
Saludos cordiales,
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Jan Jotform SupportFecha de respuesta 9 de mayo de 2025, 20:24
Hi oceanmedic690,
Our Spanish Support agents are busy helping other Jotform users right now, so I'll try to help you in English using Google Translate, but you can reply in whichever language you feel comfortable using. Or, if you'd rather have support in Spanish, let us know and we can have them do that. But, it might take a while until they're available again.
Now, coming back to your question, unfortunately, there isn't a built-in feature that automatically converts USD to Mexican Pesos in the generated PDF. However, there is a possible workaround using the Form Calculation Widget. You can calculate the total in USD and then apply a manual conversion to Pesos by multiplying it by a fixed exchange rate.
Please keep in mind that currency rates change frequently, so the converted amount won't always be accurate unless you manually update the exchange rate in your form regularly. If that works for you, we can guide you on how to do that.
Once we hear back from you, we'll be able to help you with this.
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oceanmedic690Fecha de respuesta 12 de mayo de 2025, 12:19
Hello, good morning.
That option sounds good to me. Could you please guide me through that process?
Thank you.
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Mary Eden Jotform SupportFecha de respuesta 12 de mayo de 2025, 22:09
Hi Ocean Medic,
I’ll need a bit of time to look into this, so I can guide you on how to implement this workaround. I’ll get back to you as soon as I can.
Thanks for your patience and understanding, we appreciate it.
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Mary Eden Jotform SupportFecha de respuesta 13 de mayo de 2025, 0:01
Hi Ocean Medic,
To achieve your request, add a Form Calculation Widget and define a formula to be calculated using the current Fixed Exchange Rate in Mexican Peso. Let me show you how:
1. In Form Builder, click on the Add Form Element menu on the left side of the page to see the complete list of elements and widgets.
2. Under the Widgets tab, scroll down the list, and then drag and drop the fields onto your form.
3. Configure the Form Calculation Widget.
a. Click the Wand Icon of the Form Calculation Widget.
b. Enter MXN and make sure it's on String.
d. Then set it up as follows:
Check out the screencast below to see my results:
Here's how it appears in the PDF Submission Report:
Give it a try and let us know how it goes.