Selecting the Optimal Currency for Proposals and Estimates

The currency selection tool is an important update designed to simplify the process of handling international payments. It allows businesses to accept payments in their client’s local currency, addressing challenges with cross-border transactions and simplifying the invoicing process for global clients.

Key Advantages:

• Adaptable Global Payments: Easily send contracts and documents in the currency that best suits your client, making global transactions hassle-free.

• Streamlined Invoicing Process: Effortlessly choose the relevant currency when adding items to your document, ensuring precision in the invoicing process.

• Enhanced Client Convenience: Offering clients the option to pay in their preferred currency improves the overall transaction experience.

Step-by-Step Instructions for Using Currency Selection

To maximize the benefits of this feature, follow these steps:

Accessing the Currency Feature:

1. On the left-hand side, select the Payments tab from the menu.

2. From the top menu, go to Documents & Contracts > All Documents & Contracts.

3. Choose + New to create a new document or select an existing one to modify. 

Adding Product Information:

1. In the document editor, insert the Product List feature where you want to display the items in your proposal or invoice.

Selecting a Currency:

1. Click the Add an Item button inside the Product List section.

2. A dropdown menu will appear, allowing you to choose the required currency. 

Completing the Document:

Once you've added all items and selected the currency, the chosen currency (e.g., USD$) will appear in the document for clarity, making sure the amount is clear for the client.

Frequently Asked Questions

Q: What if the currency I need isn’t listed?
A: Our CRM platform is regularly updated with new currencies based on user feedback and market trends. If the currency you need is not available, please contact support for assistance.

Q: Can I change the currency after sending a document?
A: To maintain transaction accuracy, the currency cannot be changed once a document has been sent. However, you can always create a new document with the correct currency if required.