The quote goes out from the conversation
Less copying and pasting between your mailbox, your price spreadsheet and your invoicing tool.
Scalemerce prepares your export quotes and proformas as PDFs from the conversation with the buyer: products, Incoterm, place, currency, prices, quantities and units (kg, tonne, unit, pallet, container) and payment terms. Each document is numbered without gaps, locked once issued, sent from your mailbox and linked to the account and deal in the CRM.
In practice
From the conversation
The quote picks up the buyer, their products and the offer under discussion.
Complete it
Incoterm, place, currency, unit prices, quantities per kg, tonne, unit, carton, pallet or 20' and 40' container, payment terms and lead time.
Issue it
The document receives its number, is locked and is generated as a PDF with your entity's legal details.
Send it
The PDF goes out from your mailbox, in the conversation thread, and the send appears in the account's history.
Key points
Quotes and proformas
Two document types, each with its own continuous numbering.
Locked documents
An issued document can no longer be edited or deleted: you keep a reliable record.
Issuing entities
Legal name, identifiers and contact details of the entity issuing the document.
Readable in Arabic
PDFs handle Arabic text, right to left, alongside text in Latin characters.
Frequently asked questions
Which Incoterms are supported?
The common export Incoterms (EXW, FCA, FOB, CFR, CIF, DAP…) are available in the catalog and on the quote.
Can I edit a quote after sending it?
An issued document is locked. To change an offer, you issue a new quote with a new number.
Is the quote linked to the CRM?
Yes. It is linked to the account, the contact and the deal, and the send appears in the history.
See it on your own product
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