EXPORT QUOTATION CHECKLIST
A clear quotation lets a buyer understand the offer and gives your team a consistent review point before commercial terms are shared.
No buyer database claims. No auto-sending. Every draft and quotation needs human review.
An attractive price alone is not a complete export quotation. Missing product specifications, trade terms or validity dates can create avoidable ambiguity.
Use a repeatable checklist to prepare a complete review copy, then confirm the commercial details with the people responsible before it is shared.
Keep material and specification beside every product line
Make price, currency, quantity and validity easy to scan
Record trade and payment terms for a deliberate internal review
01
Use the buyer name, seller name and the correct contact details. Add a unique quote reference and issue date so later discussions point to the same document.
02
For every line, state the product name, material, specification, unit, quantity and unit price. Do not rely on an informal product nickname when a specification matters.
03
State the currency, price basis, discount if any, line total and total. Confirm internally whether taxes, packing, freight or other charges are included or excluded.
04
Show a specific valid-until date in a clear international format, such as 30 September 2026, so a buyer knows when the commercial offer may change.
05
Record the agreed Incoterm version and named place only after checking it with the responsible commercial or logistics team. Incoterms and regulatory obligations require professional review for the transaction.
06
Include the proposed payment terms, production lead time, packing expectations and any important assumptions. These are commercial commitments, not placeholder text.
07
Export a review copy, check all fields against the latest buyer request, and obtain the required human approval before sending it through your usual business channel.
At minimum, identify the parties, quote reference, date, product specification, quantity, currency, price, validity, and the commercial terms relevant to the offer. The exact requirements depend on the transaction and destination.
No. A quotation is a commercial offer or review document. Confirm binding terms, compliance requirements and contractual obligations with the responsible professional for your transaction.
Use the Free plan to test a focused export workflow, then upgrade only when your team needs more capacity.
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