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Documentation Index

Fetch the complete documentation index at: https://docs.qwoty.io/llms.txt

Use this file to discover all available pages before exploring further.

Qwoty separates currency and tax configuration into two dedicated pages under your workspace settings. Both are set once at the workspace level and then used when creating quotes.
You must have the Admin role to add, edit, or delete currencies and taxes.

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Currencies vs taxes

Currencies define what denominations you can price in. Taxes define what levies you apply on top of (or inside) those prices. Qwoty keeps them separate because they change for different reasons — you might add a currency when opening a new market, while taxes change whenever a country updates its fiscal rules.
SettingWhat it controlsWhere to find it
CurrenciesAvailable currencies for pricing and quotingSettings → Workspace → Currency
TaxesTax types and rates applied on quotesSettings → Workspace → Tax

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Manage currencies

Currencies are available at the workspace level. Each quote is issued in exactly one currency, chosen at quote creation.

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Access the currencies screen

1

Open Settings

In the left sidebar, click Settings.
2

Navigate to Currency

Under the Workspace section, click Currency. You’ll see the list of currencies enabled in your workspace.

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Add a currency

1

Open the currency form

Click + New currency (or equivalent add action) at the top of the Currency list.
2

Select a currency

In General Information, click the Currency dropdown. Qwoty shows a searchable list of world currencies with their ISO code and native symbol — for example:
  • Albanian Lek (ALL) — L
  • Australian Dollar (AUD) — A$
  • Argentine Peso (ARS) — $
  • Bahraini Dinar (BHD) — د.ب
Use the search field to filter by name or code.
3

Set the status

In the right panel, set Active to make the currency available for new quotes. Inactive currencies remain in the list but cannot be selected.
4

Add an API Name (optional)

Fill in API Name if you need to reference this currency programmatically in integrations or webhooks. This identifier is separate from the ISO code.
5

Set as default (optional)

Set Is default to true if this currency should be the default for new quotes. Only one currency can be the default at a time — setting a new default removes the flag from the previous one.
6

Save

Click Save in the top-right corner. The currency appears in your list and becomes available on quote templates and quotes.
Once a quote is created, its currency is locked. To change the currency, duplicate the quote and select a different currency at creation.

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Manage taxes

Taxes are configured per country and can apply as a percentage (calculated automatically on quote totals) or as a fixed amount (manually defined per transaction).

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Access the taxes screen

1

Open Settings

In the left sidebar, click Settings.
2

Navigate to Tax

Under the Workspace section, click Tax. You’ll see the list of taxes configured in your workspace.

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Tax types

When you add a tax, you first choose a Type from four predefined values. The type drives which fields the form asks for.
TypeUse caseAvailable modes
VATValue-Added Tax (most of Europe, many other regions)Percentage only
GSTGoods and Services Tax (Australia, Canada, India, NZ)Percentage only
Sales TaxUS state and local sales taxPercentage only
CustomAny other levy not covered by the three abovePercentage or Amount
Choose Custom when you need to configure a flat-fee tax (for example, a stamp duty or a regulatory contribution that isn’t a percentage of the total).

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Calculation modes

Qwoty supports two modes of calculation:
  • Percentage — The tax amount is automatically calculated as a percentage of the taxable base. You enter a Rate (for example, 20 for 20%).
  • Amount — The tax is a fixed value you configure manually, either directly on the quote or through specific calculations. You enter a Currency and an Amount (for example, 15 EUR).
Percentage is available for all tax types. Amount is only available when Type is set to Custom. VAT, GST, and Sales Tax are always percentage-based.

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Add a tax

1

Open the tax form

Click + New tax (or equivalent add action) at the top of the Tax list.
2

Choose the tax type

In General Information, select Type from the dropdown: VAT, GST, Sales Tax, or Custom.
If you pick Custom, a Name field appears so you can label the tax yourself (for example, Eco-participation). For VAT, GST, and Sales Tax, the name is derived from the type.
3

Select the country

Pick the Country to which this tax applies. One tax configuration is scoped to one country — create separate entries for each jurisdiction.
4

Choose the calculation mode

Click either Percentage or Amount.
  • Percentage is the default and is the only mode available for VAT, GST, and Sales Tax.
  • Amount is only clickable when Type is Custom.
5

Configure the mode

Enter the percentage in the Rate field. For example, 20 for a 20% VAT.
6

Save

Click Save to create the tax. It becomes available for selection on quotes and quote templates.

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Apply a tax to a quote

Taxes are applied at the quote line level or at the quote level, depending on the template configuration.
  • Default tax per template — set a tax in a quote template so new quotes inherit it.
  • Override on a quote — a sales rep can override or add taxes when editing a quote, based on permissions.
  • Line-item taxes — different lines in the same quote can use different tax rates (useful for mixed-rate catalogs).
Taxes flow through the quote-to-revenue cycle: they appear on the quote, the published Dealroom view, the signed document, and eventually the order.

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Common questions

No. Currency is locked at quote creation to avoid pricing inconsistencies. Duplicate the quote if you need to issue it in another currency.
Qwoty displays the quote in the currency chosen at creation. If you need the same quote in a different currency, duplicate the quote and change the currency at the top of the form.
Yes — set Active to Inactive on a currency to prevent new quotes from using it. Existing quotes keep their original currency.
These three tax types are always calculated as a percentage of the taxable base. To use a fixed-amount tax, choose Custom as the type.
Yes. You can apply different taxes on different line items (for example, 20% VAT on products, 0% VAT on services), and the total is the sum of all line-level taxes.
It’s a technical identifier used by integrations and API calls to reference the currency or tax. Use a short, unique string without spaces or special characters. It’s optional if you don’t plan to use the API.
You cannot delete a tax while it’s referenced by active quotes or orders. Deactivate it or reassign the affected quotes to a new tax first.

Workspace general settings

Configure language, country, and other workspace-wide defaults.

Quote settings

Customize quote numbering and association resolution.

Business units

Add tax IDs per legal entity and manage multi-entity tax configuration.

Pricing types

Learn how prices, currencies, and taxes combine on quote line items.