New Feature: Currency Selector on Quote Create

By default, if you had more than one currency set up on your account, Quotes were automatically created in the correct currency based on the customer’s location and your Currencies configuration.

With our new currency selector available on Quote create, it will still use your customer’s location to associate the appropriate currency but you can now choose to override the location-based currency by selecting the desired currency from the drop-down menu found under the Prepared For section. For example, a Canadian customer that needs to be charged in USD:

Stay tuned for more features coming soon and as always, please let us know if you have any questions or feedback.