Multi-Currency Pricing for CPQ
The Munich plant wants EUR. The quote still totals in USD. Show local currency on the PDF and keep margin review in your base currency.
Multi-currency · session
Source EUR → target quote
Source
EUR
€100,000Target quote
Pure FX
EUR €100k
↓ × rate
↓ USD $108,000
Market price
EUR €100k
↓ US override +2.5%
↓ USD $110,700
Margin basis
EUR
Margin
31.4%
Approvals
In EUR
What this controls
Local currency
Quote totals in the buyer's currency
FX source
Rate and date visible on the quote
Before send
Converted total before approval
The challenge
The buyer wants EUR. The quote still totals in USD.
A instrumentation distributor quotes a pressure-transmitter skid for a plant near Munich. Inside sales prices in USD from the master list and adds a manual EUR column in Excel before sending the PDF. Procurement asks for the official EUR total and the FX rate used. Finance cannot reconcile margin because the spreadsheet rate differs from ERP.
Dealers in Poland and Sweden re-quote in local currency from memory. When headquarters updates the monthly FX table, regional quotes drift from the published list. Reorders arrive with three different currency assumptions on the same customer account.
Customer-specific pricing applies account lists. Contract pricing honours framework schedules. Volume pricing steps qty breaks. Multi-currency pricing is different: the quote must present totals in the buyer's currency while pricing ops and finance review margin against a consistent base currency and FX source.
Inquiry to config to price to approval to order should not depend on a rep's spreadsheet conversion the night before the customer meeting.
How it works
How Mercura prices quotes in multiple currencies
Pricing ops define base currency, supported quote currencies, and FX sources in Mercura, typically synced from ERP on a schedule you control. When a rep or dealer selects currency on the quote, line prices convert using the published rate and date. Margin checks can run in base currency while the PDF shows EUR, SEK, or PLN to the buyer. Dynamic roll-up, account lists, volume tiers, and contract schedules still apply before conversion. FX tables need an owner when rates refresh.
Price waterfall
How pricing layers combine on a deal
Illustrative stack · each page highlights its own contribution
Effective dates
Which FX table applied
Illustrative · when FX effective-date management is configured
FX Rate v12
Effective 01 Sep → 30 Sep
FX Rate v13
Effective 01 Oct → current
What's included
What multi-currency pricing covers
Select
- Quote currency selectable per customer, region, or dealer
Convert
- Line and total prices in buyer currency on the quote
- FX rate and effective date visible before approval
Govern
- Base-currency margin review for pricing ops and finance
Trace
- Same currency logic for inside sales, dealers, and portals
- Works with dynamic pricing, account lists, volume, and contracts
- Updates when ERP FX tables are republished to Mercura
- Traceability of which rate drove the converted total
The difference
Multi-currency quotes before and after CPQ
Base currency plus spreadsheet FX
- 01 Reps quote in HQ currency and convert in Excel
- 02 Dealers apply local FX from outdated email tables
- 03 PDF shows one currency while finance reviews another
- 04 Reorder quotes use a different rate than the last deal
- 05 Margin reconciliation waits until after the customer accepts
With Mercura
- 01 Selecting quote currency applies the published FX rate
- 02 Buyer sees totals in EUR, SEK, or PLN on the PDF
- 03 Finance reviews margin in base currency on the same quote
- 04 Dealers and reps share the same rate table
- 05 Reorder quotes use the current published rate unless locked
Real-world example
Example workflow: measurement instruments across regions
A manufacturer of pressure and flow instruments sells through regional distributors in DACH, Nordics, and Central Europe. Reps used to send USD quotes with manual EUR footnotes. After connecting ERP FX to Mercura and enabling quote currency per account, Munich quotes total in EUR, Stockholm in SEK, and Warsaw in PLN, each with the rate and date on the PDF, while HQ margin review stays in USD on the same configuration.
Business impact
Why multi-currency pricing is FX discipline, not a bigger discount
Multi-currency pricing is how CPQ presents international quotes without shadow spreadsheets. It complements customer-specific lists, contract schedules, volume tiers, dynamic roll-up, and discount approval. Mercura does not replace your ERP as system of record for FX or statutory accounting currency. Someone must publish rate updates when treasury refreshes tables. If disputes start with "which rate did you use", tying quote currency to a published FX source in CPQ aligns inquiry, configuration, price, approval, and order with what finance expects.
Business impact
Consistent FX usage
FX rate and effective date visible before approval.
Local-market flexibility
Quote currency selectable per customer, region, or dealer.
Source-currency margin protection
Base-currency margin review for pricing ops and finance.
Pricing map
How starting price, adjustments, live calculation, discount control, and margin fit together
Starting price
Adjustment logic
Live calculation
Commercial control
Profitability check
Target-currency quote · FX traced
See the quote total in the buyer's currency
Book a demo and switch quote currency until EUR or SEK totals appear with the FX rate before approval.
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