Choosing the right currency for Proposals and Estimates

Documents & Contracts, Payments No Comments

The currency selection feature is a significant enhancement aimed at eliminating the complexities associated with international transactions. By allowing businesses to choose and accept payments in the currency of their client’s country, this feature addresses a common pain point and streamlines the process of invoicing clients outside your own country.

Primary Benefits:

  • Global Flexibility: Send documents and contracts in the currency preferred by your clients, making international transactions effortless.
  • Effortless Invoicing: Easily choose the currency when adding a new item to your documents, ensuring the selected currency reflects on the invoice.
  • Enhanced Client Experience: Providing the option to transact in their preferred currency improves the overall client experience, facilitating smoother and more convenient transactions.

Step-by-Step Guide to Using the New Feature

To leverage this new feature effectively, follow the steps outlined below:

Accessing the Feature:

  • Navigate to the payments tab from the left navigation menu.
  • Select “Documents & Contracts” > “All Documents & Contracts” from the upper navigation menu.
  • Click on “+New” to create a new document or edit an existing one.

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Adding the Product List Element:

  • Within the document editor, add the “Product List” element where you want to list the items for your proposal or estimate.

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Choosing the Currency:

  • Click on the “Add an Item” button within the product list element.
  • A dropdown menu will appear, allowing you to select the required currency type from the list.

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Finalizing the Document:

  • Once you’ve added all items with the selected currency, you can finalize your document. The chosen currency type (e.g., USD$) will be visible in the document, ensuring clarity for your client.

Troubleshooting and FAQs

Q: What if the currency I need isn’t listed?

  • A: Our CRM continuously updates its currency list based on user feedback and global financial trends. If your desired currency isn’t listed, please contact our support team for assistance.

Q: Can I change the currency after sending the document?

  • A: Once a document is sent, the currency cannot be changed to maintain transaction integrity. However, you can create a new document with the correct currency if needed.