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

Have Questions, please feel free to contact us?
For faster support, please login into your Quote Roller account and click on the blue Help/Questions button found on the upper right of your account.

Posted in: Proposals, Settings