For production managers: prevent currency errors in quotes

Production managers get quote requests in mixed currencies, causing mis-priced estimates and budget risk. It creates a converted quote spreadsheet and links it to the opportunity for accurate pricing.

Overview

Mis-priced supplier quotes create budget surprises and can derail shoots. This workflow ensures every quote request produces a converted spreadsheet linked to the opportunity, giving founders and production managers accurate pricing and removing manual currency errors.

Notable Features

Create converted quote spreadsheets
Attach spreadsheet to opportunity record
Calculate converted totals with margins