Can I create an export quote as well as a quotation?
Yes. The workflow prepares a structured commercial review copy with line items, currency, validity and terms. Your team remains responsible for reviewing and approving it before sharing.
EXPORT QUOTES & QUOTATIONS
Prepare an export quote with a proper review checkpoint.
Create a structured export quote or quotation with line items and commercial details, then check it before producing a shareable PDF or editable Excel file.
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