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AI PromptsCategoriesQuotes

🌍 Quote in the Customer Currency

Turn the way you already price work into an app that sends, chases, and closes quotes on its own. These prompts build the whole estimate loop: a price book you control, a builder that does the arithmetic, a link the customer accepts with one tap, and the follow-up that happens whether or not you remember.
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Quote in the Customer Currency

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I sell abroad and my quotes are either in the wrong currency or the wrong price by the time they are accepted. Build me a multi-currency quoting app. Each customer has a preferred currency. When I build a quote, price it in my home currency from my price book, then convert and present it in the customer currency using a rate I record and hold for as long as the quote is valid, with a buffer percentage that increases with the validity period. Store both the presented value and the home currency value on every quote so my reporting stays in one currency. Show me current exposure across all open foreign-currency quotes. Add an AI agent that reviews accepted foreign quotes and tells me what currency movement actually cost or earned me over the last quarter, and whether my buffer is set sensibly. Automate a scheduled weekly update of the rates I use for new quotes, and a warning when an open quote rate has drifted beyond its buffer. Two logins: a salesperson who quotes, and an owner who sets rates and buffers.

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STATUS · LIVE
v1

01 / Spark - intelligence awakens

Quote in the Customer Currency

Quote in the customer currency with a held rate, a validity-sized buffer, and home-currency reporting behind it.

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// the spark catches · intelligence awakens · the answer unfolds

Quoting abroad in your own currency loses deals, and quoting in theirs without a held rate loses margin. This does both properly.

What's Included

  • A quote currency per customer shown to them, with your own currency kept behind it.
  • A rate held for the quote validity so a move does not eat the job.
  • A buffer on the rate sized to how long the quote stays open.
  • An assistant that reports what currency movement has cost or earned you.

How To Use

  1. Hold the rate for exactly as long as the quote is valid, and no longer.
  2. Add a buffer proportional to the validity period.
  3. Always store your home-currency value alongside for real reporting.
  4. Review exposure monthly rather than reacting to each rate move.

Set the shelf life with the quote expiry manager, and invoice it through invoicing prompts.

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