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
- Hold the rate for exactly as long as the quote is valid, and no longer.
- Add a buffer proportional to the validity period.
- Always store your home-currency value alongside for real reporting.
- 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.