Xcitium Platform

• Introduction To Quote Manager
  • Quick Start Guide
  • Login To The Quote Manager Module
  • 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
• Reports
  • Top Statistics
  • View Revenue Statistics
• About Comodo Security Solutions

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.

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