Create a quote in a different currency

SmartCRM supports multiple currencies with:

1. a country table with currency exchange rates (which can be imported from an online source on a daily basis, if needed)

2. a table showing all currency imports by date (so you can refer to an earlier one)

3. an item price table where each item can have additional prices by currency

4. the ability to assign a currency to an account and opportunity

When adding items to a sales opportunity, simply select the item and the price matching the account currency will be displayed. And when all line items have been entered you will have a total in the new currency.

Now you can launch a quote templace in either Word or Excel and the correct currency will be displayed. Be sure to name your quote with the intended currency in case you need to submit multiple quotes in different currencies.