Multi-currency deals: quote international projects with confidence

Some projects don't fit neatly into one currency. You're quoting a client in Norwegian kroner, but the hotel is booked in pounds and the flights are priced in euros. Or you're sourcing materials from a foreign supplier while billing your local client. Until now, you had to do the currency math yourself and hope the exchange rate didn't shift before the deal was signed.

Dealight now supports multiple currencies in a single deal. Add foreign-currency line items alongside your regular pricing, and Dealight converts everything to your base currency automatically — with full transparency for your customer about what's in which currency and at what rate.

Setting it up

Multi-currency is configured per project in the project settings page. Once enabled, it's available for all agreements and change orders within that project.

1. Open your project and go to Settings
2. Enable Use multiple currencies
3. Add the currencies you need (e.g., GBP, EUR, USD)
4. Each currency gets an exchange rate — by default, this is today's rate

That's it. You can add more currencies at any time as the project evolves, and you can adjust the exchange rates whenever you need to — for example, to lock in a rate before sending a deal.

The rates are stored per project, so different projects can use different rates depending on when they were quoted.

Using foreign currencies in a deal

Once multi-currency is enabled, you can assign a currency to any line item. Items without a specific currency use the project's base currency.

In the deal editor, each task has a currency selector. Pick the relevant currency, enter the price in that currency, and Dealight handles the conversion in the summary.

How the summary table works

When a deal contains foreign currencies, the pricing summary adapts:

• A foreign currency column appears showing amounts in their original currency
• Sections with mixed currencies are split by currency — e.g., "London costs (GBP)" appears as its own row
• Per-currency subtotals show what the customer owes in each currency
• All amounts are also shown converted to the base currency (marked with ≈ to indicate approximation)
• A disclaimer at the bottom explains the conversion and lists the rates used

This way, your customer sees exactly what's priced in which currency and understands how the total was calculated.

A real-world example

Here's a deal for a travel agency planning a corporate trip to London. The agency bills in NOK, but several costs are naturally in GBP.

Deal: "London team retreat — 12 people, 3 nights"

Section: Planning & coordination

| Line item | Quantity | Unit | Currency | Unit price | |-----------|----------|------|----------|------------| | Trip planning | 10 | hours | NOK | 950 | | Travel insurance | 12 | pcs | NOK | 340 | | Airport transfers | 2 | pcs | NOK | 1,800 |

Section: London costs

| Line item | Quantity | Unit | Currency | Unit price | |-----------|----------|------|----------|------------| | Hotel (3 nights, 6 rooms) | 18 | nights | GBP | 189 | | Conference room rental | 2 | days | GBP | 275 | | Group dinner | 12 | pcs | GBP | 85 |

The customer receives a deal showing:

• Planning & coordination: kr 17,180
• London costs (GBP): £4,572 (≈ kr 62,839 at today's rate)
• Total: ≈ kr 80,019

Below the summary, a note reads: "Prices converted to NOK for your convenience. The conversion rate may change over time, which will affect the final amount to be paid. Exchange rates: 1 GBP = 13.74 NOK."

The agency quotes with full transparency, and the customer knows exactly which costs are subject to exchange rate fluctuation.

What your customer sees

The customer-facing view — both the digital deal and the PDF — includes the foreign currency column and the conversion disclaimer. When accepting, the total reflects the converted amounts. There's no hidden math; every conversion is visible.

If the deal also includes optional items in a foreign currency, the customer sees the original currency price and the approximate base-currency equivalent as they toggle options.

Tips for working with multiple currencies

• Lock rates before sending — if you want to guarantee a price, update the exchange rate in project settings to the rate you're willing to commit to
• Add currencies as needed — you don't have to set up every currency upfront; add them when a new foreign-currency cost appears
• One rate per currency per project — keeps things simple; if you need a different rate for a new phase, you can update it at any time
• Base currency is your billing currency — this is what your totals and reports use; foreign amounts are always converted back to it

Getting started

Open any project, head to Settings, and enable multi-currency. Add the currencies relevant to your project, and start assigning them to line items. The summary table, PDF, and customer view all adapt automatically — no extra configuration needed.