Changing the Finance settings

To edit your currency settings, click the settings icon in the top right of Better Proposals, then click ‘Financial Settings’.

Pipeline display

Better Proposals isn’t a financial system but it does display your sales pipeline and it only makes sense to show you in the currency you trade in. To change your currency, click the drop down box and select the one you like.

Proposal Currency and Taxes

If you want to change the default currency you display on your proposals or switch taxes on/off, follow the instructions here for editing your branding. 

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