Changing currency for an individual proposal

You may typically sell in a particular currency, like Euros, but for an individual proposal it needs to be in a different currency, like USD.

It's easy to change your currency on a proposal. To do so, click on the gear icon, or right/control click on a pricing table, and select "properties".

Then in the table properties, find your new currency in the drop down search.

Then click on the save button:

On your sales pipeline, if you have proposals using different currencies, it will output the total for each currency below each status:

Keep in mind a few things:

  • You can't have one proposal with multiple currencies. If you update any pricing table's currency in a proposal, it will update all pricing tables in that same proposal.
  • You can't change the currency of a pricing table when editing a section in the content library — you need to be in a proposal.
  • You can only select currency in the proposal editor mode. Templates don't hold currencies. 
  • If you change your default currency in your account settings it WON'T update the currency of proposals already created. You will still need to go into them individually if you want to change their currency.

Also see Default Currency

How did we do?