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Change the Currency of a Quote

Zuora

Change the Currency of a Quote

Zuora Quotes allows you to quickly change the currency used for a quote that has not yet been sent to Zuora. Once a quote has been sent to Zuora, any changes to the quote, including currency change, will not be reflected in the corresponding subscription.

Changing the currency of a quote deletes any associated products from the quote. You must then select products that are priced in the new currency. 

To change the currency of a quote:

  1. On the Quote Detail page, click Change Currency.
  2. On the Change Currency page, click and select the currency that you want to use in the New Currency field.
  3. Click Change Currency.
  4. In the Account Details section on the Quote Detail page, the Currency field shows the new currency that you selected.