# The quote goes out from the conversation

> 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.

Source: https://www.scalemerce.com/en/product/quotes-proforma · Updated on 2026-10-19

## The quote goes out from the conversation

Less copying and pasting between your mailbox, your price spreadsheet and your invoicing tool.

## In practice

1. **From the conversation**: The quote picks up the buyer, their products and the offer under discussion.
2. **Complete it**: Incoterm, place, currency, unit prices, quantities per kg, tonne, unit, carton, pallet or 20' and 40' container, payment terms and lead time.
3. **Issue it**: The document receives its number, is locked and is generated as a PDF with your entity's legal details.
4. **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

A 30-minute video call to set up your first product and run a real search.

[Request a demo](https://www.scalemerce.com/en/demo)
