Skip to content

How to set your currency & proposal numbering

Controls the currency shown on proposals and how deals & quotations are numbered.

Steps

  1. Set your currency in Settings → Company, then pick its formatting (symbol position, decimals, separators).

  2. Configure deal & quotation numbering so references follow your format (e.g. DEAL-2026-0001).

Related articles

One sales insight, every two weeks.

No fluff. Unsubscribe anytime.