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Choosing your currency

A workspace is quoted in one currency. Every base price, every rule, every estimate a visitor is shown, every lead and every email uses it — you cannot price one flow in euros and another in dollars.

Set it before you start entering amounts. Changing it later is possible and harmless to your data, but it does not do what most people expect. See It relabels, it does not convert.

Email Settings → Workspace defaults → Currency.

It sits there because it shares a home with the other workspace-wide money setting, price display, and the two are usually decided together: what currency, and whether the customer sees an exact figure or a range.

Only an admin can change it. Editors can write pricing rules in it, but not switch it.

Everything with a number in front of a symbol:

  • The base price and every rule amount on Pricing Rules
  • The running total in the Widget Builder preview
  • The estimate stored on each lead, and how the Leads list renders it
  • {{price}}, {{price_total}} and {{price_range}} in email templates
  • The template trigger thresholds (“send this when the total is over …”)
  • The lead export

There is one place it deliberately does not reach: document line items are free text, so whatever symbol you type into them is the symbol that appears.

This is the part worth reading twice.

Switching the currency changes the symbol in front of your numbers. It does not touch the numbers themselves. A rule that adds 500 adds 500 of whatever the workspace is now set to.

So a workspace that was pricing a job at €2,000 and switches to JPY is now pricing that job at ¥2,000 — which is about €12, not a conversion of anything.

There is no exchange-rate feature and no automatic conversion. That is deliberate: a quote is a commitment, and silently re-pricing your work against a rate that moves daily is not something we will do behind your back.

A lead records the currency it was quoted in, at the moment it was quoted.

Change the workspace currency and old leads keep rendering in the old one, because that is genuinely what the customer was sent. You will see both symbols in the Leads list for a while after a switch. That is the honest record, not a display bug.

If your price display is set to a range, the endpoints are snapped to a round increment so the customer sees a believable number rather than a suspiciously precise one.

The increment fits the currency — 50 in euros, dollars or pounds, 5,000 in yen or won — because a “round number” means something different in a currency where a normal job costs six figures.

Currency Estimate Shown as (±10%)
EUR 2,000 €1,800 - €2,200
JPY 1,234,567 ¥1,110,000 - ¥1,360,000

On a small estimate the increment steps down on its own, so a range never flattens into a single repeated figure. The one case where you will still see the same number twice is a range of ±0%, which means you asked for an exact price.

EUR, USD, GBP, CHF, CAD, AUD, NZD, SGD, PLN, BRL, AED, TRY, SEK, NOK, DKK, CZK, ZAR, MXN, INR, JPY, KRW.

New workspaces start in EUR.

Amounts are shown without decimals throughout — €1,234, not €1,234.00 — because estimates are estimates. If you need a currency that is not on this list, ask and we will look at adding it.