Note:
As we’re gradually releasing this functionality to our customers, you might not see it within your account right away.
Currency formatting provides complete flexibility in displaying currency amounts within your proposals.
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Setting up default currency formatting
Navigate to Settings by selecting your name in the lower-left corner, select Workspace defaults, then scroll down to Default currency and select the Formatting button. In the pop-up window, you can set up:
Display options and the position of the currency symbol
Number of decimal places
Thousands and cents separators
Once finished, select Apply, then Save changes. The default currency formatting will then be applied to system variables, pricing tables, and quote builder blocks in all new templates and documents. Additionally, all catalog items will use the default currency formatting, and documents in the document list will inherit the formatting set up for the document.
Warning:
The default currency formatting will not be applied to forms, so you’ll need to set this up separately.
Set up currency formatting in a template, document, or form
Note:
If you set up custom currency formatting at the template level, any document created from this template will inherit these settings.
To set up custom currency formatting at the document, template, or form level, follow these steps:
Open your template, document, or form, then use the currency icon in the upper-right to Set Document value
On the right panel, select Currency and formatting
Configure your currency formatting and select Apply to apply the custom currency formatting to the pricing table or quote builder. Alternatively, select the small arrow next to the Apply button and select Apply to all content within the document or Apply only to document value
You'll be able to customize:
Display options and the position of the currency symbol
Number of decimal places
Thousands and cents separators
Note:
The currency formatting setup in your templates won't be applied to currency variables pulled from a CRM.
Setting up currency formatting for a quote builder block
Note:
Users with a Member role will be unable to customize currency formatting of a quote builder block in a template.
You can customize the currency formatting settings for a specific quote builder block in your template, document, or form. To do this:
Select a quote builder in your template, document, or form and select Edit quote
Next, select the gear icon at the top right and select Currency formatting on the right
Configure your currency formatting and select Apply
Save changes in your quote builder by selecting Save at the top right
How to reset currency formatting
You can easily reset the applied currency formatting to the currency’s default values by selecting the Reset button > Apply in the currency formatting modal window in:
Workspace defaults under Currency settings
Document/Template info under Currency settings
Quote builder currency settings