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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