Support/FAQ

How to change default currency?

Focus:  The focus of this Self Help article is to provide you information and steps in order to change the default  “currency” for your account and new proposals.

Please Note:  By default, the selected currency is set to USD US Dollar.

Step 1: Selecting your default currency.  Go to Settings > Company, scroll down and you will see the “Currency” field. Select your currency, scroll down and click the orange button “Save” to save these changes.

 Settings - Company - Currency

Step 2: Example of the default currency. If you edit or create a proposal and go to Step 3, you will see the default currency selected on the right. Please note, you change this per proposal.

 Settings - Company - Currency - Step 2 - Currency

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