Export offers and proformas
Export offers and proformas for vehicle and equipment sales.
Build the offer from the enquiry and real stock. Set prices, currency, freight, destination, Incoterm, payment terms and validity, then share an EN/FR PDF or Buyer Offer link and keep the negotiation connected.
Buyer + real stock
Three Hiace. One conversation.
A Senegal buyer asks for three Toyota Hiace. Link the distinct stock records to one enquiry, with the responsible person, stage and next action in view.
References, specifications, photos and availability stay close to the discussion.
Destination + proposal
Your Antwerp–Dakar rate, ready to review.
Reuse your company’s destination defaults, then review the ports, route, shipping mode, currency and validity of a saved Freight Rate. Apply an eligible rate explicitly to the Offer or Proforma.
Your company’s rates, not live carrier prices or transport booking.
Finalize first. Share the exact revision.
Prepare stock-linked or manual line items, selling prices and currency, freight, destination and ports, Incoterm, payment terms and validity. Finalize the branded English or French PDF, then share that exact revision by email after setup or through a secure Buyer Offer link.
Save your company’s usual port, Incoterm, validity, payment terms and profile, loading origin and shipping mode by destination. These are editable commercial defaults, not country or legal intelligence.
The workspace is available in English and French. Document labels follow the independently selected PDF language; your own descriptions and terms are not automatically translated.
Buyer questions, change requests and acceptance return to the deal. When terms change, create a linked revision. You confirm the sale and agreed offer before continuing eligible Won sales into export documents.
Explore Management ReportingMake every offer look like your company.
Choose a supported layout and configure your colors, logo, header, sections and footer. Adjust product photos, tables and document spacing to suit your Offers and Proformas. Preview the result before saving a new design version.
Finalized documents keep the selected design version and their saved PDF. Later design changes do not rewrite them.
Buyer Offer + negotiation
Give the buyer one clear version to respond to.
Share a secure, branded Buyer Offer link for the exact finalized revision. On a phone or desktop, the buyer can read the offer, download its PDF, ask a question, request changes or respond with acceptance. No buyer account required.
A view is a useful signal. Acceptance asks you to confirm the sale; it does not mark the enquiry Won or sell stock.
Rev. 1 → change request → Rev. 2
Negotiate without rewriting history.
The buyer requests a revised price. You create Rev. 2, compare the changes and finalize the new terms. Rev. 1 and its commercial history remain available.
Share the exact revision you want the buyer to consider.
Sale confirmed
Keep the agreed sale and export paperwork connected.
For an eligible Won sale with an agreed Offer or Proforma, prepare a Commercial Invoice and Packing List in the export dossier. The Export Pack brings together finalized sale documents, the Equipment List and qualifying Specification Sheets.
Your team reviews and finalizes the documents. Customs filing and transport booking remain with your established providers.
Explore your export sales workflow
Start with the sales process closest to your business, then review documents, follow-ups and pilot terms.
Bring one real enquiry to the demo.
Walk through your stock, your export terms and your next follow-up. Then decide whether a guided pilot fits your team.