Currency on Quotes

If you do business with customers in different countries, you may need to quote them in their own currency.

With Quotient, your currency is determined by your account-wide default, but you also have the flexibility to change the currency on a Quote, as needed.

Currency default

The default currency for new Quotes can be set in Account Settings → Quote Defaults.

Change the currency on a Quote

While editing the Quote, go to ‘Settings’ and select your desired currency from the ‘Currency’ dropdown.

Currency display options

You can control how the currency is represented in the Quote Total with the Currency Symbol (e.g. £) and/or the Currency Code (e.g. GBP).

This can be set in Account Settings → Layout, Contact Info, Acceptance.

Note: your Dashboard stats are displayed in your default currency (unless you filter by ‘Count’). There is no currency conversion performed on Quotes that differ from your default currency.