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Quote Manager - Admin Guide

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Settings > My Company Settings > Quote Parity Settings
  • Introduction To Quote Manager
    • Quick Start Guide
    • Login To Quote Manager
    • The Quote Manager Admin Console
  • The Home Screen
  • Manage Items
    • Add A New Item
    • Add Bulk Items
    • Edit An Item
    • Archive Out-Dated Items
  • Manage Customers
    • Add A New Customer
    • Edit A Customer
    • Archive A Customer
  • Manage Quotes
    • Generate A New Quote
    • Answer Feedback And Process Quotes
    • Set A Reminder
    • View Quote Activity
    • Archive A Quote
  • Manage Quote Templates
    • Create A New Quote Template
    • Remove A Quote Template
  • Settings
    • Personal Settings
    • My Company Settings
      • General Settings
      • Quote Appearance Settings
      • Quote Parity Settings
      • Quote Currencies Settings
      • Configure Email Templates
      • Configure Company Settings
      • Configure Tax Rates
    • Configure Integrations
  • Reports
    • Top Statistics
    • View Revenue Statistics
  • About ITarian

Quote Parity Settings


  • The 'Quote Parity' feature allows admins to convert the price of billed items into another currency when creating a quote.
  • Click the 'gear' icon next to the company name at top-right, to open 'Quote Parity' interface
  • Click 'Settings' > 'Quote Parity'


 

  • Click the link to open the service.
  • Enabling 'Exchange Rates are retrieved from Google...' will allow you to change the currency of your quote during the quote creation process. Prices are initially shown in USD.
  • Prices will be automatically converted using the latest, live, exchange rates. You can then manually adjust the exchange rate if you wish.

To calculate an exchange rate

  • Click the 'gear' icon next to the company name at top-right
  • Click 'Settings' > 'Quote Parity'
  • Click the link to open https://www.google.com/finance/converter
  • Enter the cost amount and choose your 'to' and 'from' currencies
  • Click 'Convert' to view the latest conversion rate


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