# Change a quote's currency

> Convert every price on a quote to another currency, set the rate yourself or from a round-figure price, choose rounding, and refresh the rate later.

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

1. 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.
2. Choose the **Quote currency**. Today's rate is filled in, including any margin or fixed rate your admin has set.
3. Optionally adjust the rate (see below) and choose how to **Price rounding**.
4. Check the **Preview**, which converts a few of your items.
5. 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

- [Quoting in other currencies](https://quoterium.com/help/currencies-and-rates/multi-currency-quotes)
- [Rounding converted prices](https://quoterium.com/help/currencies-and-rates/rounding-converted-prices)

Source: https://quoterium.com/help/currencies-and-rates/change-a-quotes-currency