Multi-currency quoting
Quote customers in the currencies you sell. Multi-currency quoting is a Premium feature; every plan can still set a single default currency.
Illustrative dashboard · your data will vary
Why it matters for MSP sales ops
Default currency on all plans
Set one company default currency so quotes start coherent, even before Premium multi-currency.
Premium multi-currency
Enable additional currencies, optionally set fixed prices per currency on products, and choose currency on New Quote.
ECB daily rates
When you are not using fixed currency prices, conversions use daily ECB rates via Financial.
Stays with governance
Currency choice sits alongside pricing books, discount groups, and approvals, not a bypass.
In Salesbuildr
- Set default currencyAvailable on all plans under Financial settings.
- Enable multi-currency (Premium)Settings → Financial → Pricing Rules → enable multi-currency (permanent), then pick enabled currencies.
- Optional fixed pricesSet fixed prices per currency on products when you do not want ECB conversion for those SKUs.
- Quote in the right currencyChoose currency on New Quote; company default can pre-select.
Multi-currency quoting is available on Premium. Enabling it is permanent. Conversions use daily ECB rates when you are not using fixed prices per currency. Historical quotes are not automatically repriced.
Help center: Configure multi-currency 3716883 · Financial 0658862
See it on your quoting motion
We show the live settings paths, not a generic deck.
Related: Pricing books · Quoting · Roles & permissions