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How to Support Multi-Currency Using Lookup Tables

Managing multi-currency pricing in PandaDoc CPQ is made simple with lookup tables. Instead of manually adjusting prices for different currencies, you can store exchange rates and localized product prices in a lookup table and use rules to apply the correct values dynamically.

This guide will walk you through:

  • Setting up a lookup table for multi-currency pricing.
  • Mapping product data and currency selections.
  • Configuring rules to pull the correct price and currency based on user selection.

Watch the Video Tutorial​

Overview: Why Use Lookup Tables for Multi-Currency?​

If your business operates in multiple regions or serves customers in different currencies, lookup tables allow you to:

  • Automatically adjust pricing based on selected currency.
  • Localize product descriptions if needed.
  • Maintain a single catalog while dynamically applying price changes.

Step 1: Creating the Workflow Steps​

  1. Add a Form Step

    • Create a form with two selection fields:
      • Product Selection (with SKUs mapped to catalog items).
      • Currency Selection (e.g., USD, EUR).
    • Ensure that the product SKU and currency code are passed to the quote.

  2. Map Data Fields to Quote

    • Create a Quote Data Field for:
      • Product SKU (to reference the selected product).
      • Currency (to set the appropriate currency in the quote).

Step 2: Creating and Importing the Lookup Table​

Prepare Your Multi-Currency Price List​

  • Export your product catalog from PandaDoc.
  • Modify it in Google Sheets or Excel:
    • Keep SKU, Price, Currency, and Description as main columns.
    • Duplicate product rows for each supported currency.
    • Adjust prices and descriptions accordingly.

Upload the Lookup Table​

  • Go to PandaDoc > Workflows > Lookup Tables.
  • Click + New Lookup Table and upload your CSV file.
  • Assign a name and description to the table.
  • Save the table for use in rules.

Step 3: Configuring Rules to Apply Multi-Currency Pricing​

  1. Update the Quote Currency

    • Set a rule: "If currency field is not empty, set quote currency to match the selection."
    • This ensures the quote automatically switches to the correct currency.

  2. Apply Pricing from Lookup Table

    • Create a rule to find the correct price based on:
      • Product SKU
      • Selected Currency
    • Fetch the price and override the default catalog price.

  3. Update the Product Description

    • If localized descriptions are stored in the lookup table, map them to the quote.
    • Ensure that product details change dynamically based on the selected region.

Step 4: Testing the Workflow​

  • Run the workflow and select an iPhone with different currencies.
  • Verify that:
    • The price updates correctly based on currency.
    • The description changes (if localized text is used).
    • The quote and final document display the expected values.

Key Takeaways​

  • Lookup tables simplify multi-currency pricing without the need for manual adjustments.
  • You can dynamically update product details like price, currency, and descriptions.
  • This method is scalable—ideal for businesses handling international sales.

Now you're ready to implement multi-currency support in your PandaDoc CPQ workflows!