Currency

Currency settings allow you to set the template/document currency symbol and format to automatically update all pricing tables and displays in your document. 

Updating currency settings

  • In the template or document editor, open the document settings tab
  • Click on the dropdown for Document currency to pick a new currency.
  • Applies to all price columns, totals, taxes, and discounts

Note: It's recommended to update currency settings in each template. Documents created from a template will start with the same settings as the template. You can always adjust per document after creation. 

Advanced settings (Coming soon)

Future Enhancements: Advanced formatting options for currency will include

  • Position of currency symbol
  • Thousands separator customization
  • Decimal customization

Need Help? Contact support through in-app chat for questions about pricing display or future currency feature availability.

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