List products and transaction terms clearly.
Enter products, quantity, currency, and transaction terms.
See the actual stepsQuotation and internal costs
A quotation for your customer.Clear. Presentable.
Handle customer documents and internal calculations separately to explain this transaction clearly.
Example Export Co. and Example Buyer GmbH are demo inputs. Storage Box uses 1,000 units × USD 6.80. Preview only; no export or customer sending occurred.
See this feature's highlights.
real work.
Details worth exploring.
Check customer prices and internal costs separately.
Choose a Chinese or English preview and check internal costs separately.
See the actual stepsPreview the document before exporting.
Confirm customer unit prices, then export PDF, Excel, or Word according to permissions.
See how to checkBefore you begin, get prepared.
Quotation information: products, quantities, currency and current transaction terms.
See application scenariosUse it for this specific task.
When turning confirmed products and transaction terms into a customer quotation, handle customer-facing documents separately from internal calculations.
See application scenariosFinish this step. Continue to the next.
Once the quotation is confirmed, prepare the appropriate transaction documents. New payment or shipping arrangements still need confirmation for this transaction.
See application scenariosList products and transaction terms clearly.
Check customer prices and internal costs separately.
Handle customer documents and internal calculations separately to explain this transaction clearly.
This feature's focus3
quotation export formats
Source: PDF, Excel, and Word, with Chinese and English previews. Actual export availability depends on the account.
Explore the real interface further
A closer look at details.
The work, opened up.
Uses the same Example demo companies and Storage Box inputs. USD 6,800 is a demo amount. Format controls are visible, but no export or sending occurred. This is not an actual transaction document.
When to use it
Prepare first.
Make this task specific.
When turning confirmed products and transaction terms into a customer quotation, handle customer-facing documents separately from internal calculations.
Quotation information
products, quantities, currency and current transaction terms.
Customer-facing confirmation
customer unit prices, Chinese or English preview and account export permissions.
Complete steps
From the start.
To the next step.
Enter products, quantities, currency and transaction terms. Preview Chinese or English quotations and export PDF, Excel or Word. Internal costs stay out of customer files and do not overwrite customer unit prices. Export depends on account conditions.
01
Enter products, quantity, currency, and transaction terms.
02
Choose a Chinese or English preview and check internal costs separately.
03
Confirm customer unit prices, then export PDF, Excel, or Word according to permissions.
Understand the tool and human handling separately
What the tool handles.
What you decide.
Actual quotation preview · Demonstration parameters1,000 units × US$6.80
Quotation totalUS$6,800.00
The example product is Storage Box, with a separate set of parameters from the cost tool. The user enters the customer unit price; it does not automatically equal internal cost.
List products and transaction terms clearly.
Handle customer documents and internal calculations separately to explain this transaction clearly.
Choose a Chinese or English preview and check internal costs separately.
3 key points.
After confirmation, continue.
- The user confirms the customer unit price.
- Internal costs do not enter customer documents or automatically overwrite unit prices.
- PDF, Excel and Word exports depend on actual account conditions.
This compares feature handling scopes. Scenarios explain the sequence, not measured efficiency or completed customer cases.
Explain the feature through real work
This time.
Presentable.
Suppose the customer quotation is for 1,000 units at US$6.80 each.
Hypothetical scenario · Feature explanation, not a customer case or completed AI resultTreat the internal total cost as the customer quotation.
After confirming the customer unit price, check the US$6,800 total and inspect the customer-facing document.
Connect the work from step to step
Make this step clear.
Connect the next step.
Once the quotation is confirmed, prepare the appropriate transaction documents. New payment or shipping arrangements still need confirmation for this transaction.
Return to Quotations and trade documents for the complete workflowUnderstand before use
Bring the actual conditions.
Continue this step of the work.
Internal costs are excluded from customer documents and do not automatically overwrite customer prices. Export availability depends on the account.
Product facts and FAQsBack to the product feature directoryMore details in this product
Commercial invoice
Give both parties the same goods and amount information to compare.
Explore this feature on its own