Does a PDF mean the quotation is automatically issued?
No. It remains your responsibility to review and approve commercial terms before sharing it.
EXPORT QUOTATION DRAFTS
Prepare export quotations with a proper review checkpoint.
Create structured quotation drafts with line items and commercial details, then check them before producing a shareable PDF.
No buyer database claims. No auto-sending. Every draft and quotation needs human review.
The problem
A rushed quote can omit key information such as specification, currency, validity, delivery or payment terms.
The practical outcome
Use a review-first quote workflow that makes the important fields visible before you present terms to a customer.
What this workflow helps you do
Quotation drafts with multiple line items
Currency, validity and commercial-term fields
PDF preparation after human review
Frequently asked questions
Can I use different currencies?
The quotation workflow supports currency selection and the product is designed with USD and MYR in mind.
Start with a private workspace.
Use the Free plan to test a focused export workflow, then upgrade only when your team needs more capacity.
Create workspace