You can change a quote's currency while it is a draft or being edited. Every price is converted from its base-currency price, so you can switch back and forth without drift.
Change the currency
- Click the currency in the column on the right of the Quote tab, click Change on the Settings tab, or choose Change currency in the Actions menu.
- Choose the Quote currency. Today's rate is filled in, including any margin or fixed rate your admin has set.
- Optionally adjust the rate (see below) and choose how to Price rounding.
- Check the Preview, which converts a few of your items.
- Click Convert prices.
Choosing your base currency converts everything back at a rate of 1.
Setting the rate yourself
There are two ways, chosen at the top of the rate section:
- Exchange rate: type the rate directly, as in "1 GBP = 1.2 USD". The live rate is shown for comparison, with Use today's rate to go back.
- From a price: enter a price in your base currency and the round figure it should become, for example £1,000 → $1,300. Quoterium works out the rate and re-prices every item at it.
A shortcut: hover over a price item's base price and click Set rate from this to open the dialog anchored on that item.
A rate that differs from today's is saved as a manual rate and labelled as such on the quote.
Refreshing the rate
The rate is stored on the quote and does not change by itself. To re-price at today's rate, click Refresh rate on the Settings tab. For a manual rate the button says Reset to today's rate; the same link appears under the rate in the right-hand column.
Good to know
- Percentage-priced items are not converted directly; they recalculate from the converted items.
- Costs are converted too, and a fixed overall discount is converted at the new rate.
- Once a quote is live, take it offline to change its currency.
- Each change is recorded in the quote's History with the rate and its date.
See also
Last updated 19 October 2026