General

After a customer sends an inquiry, a foreign trade enterprise needs to provide the customer with a corresponding quotation. To a large extent, the quotation determines whether the customer will eliminate the quotation or be attracted. Therefore, a complete and reasonable quotation is very important in foreign trade business. Huacheng Chuangzhi Foreign Trade Software supports enterprises to quickly generate quotations, which is intelligent and efficient, and simplifies the process.

01 Import quotation details directly

If a customer provides Excel with quotation information, Huacheng Chuangzhi Foreign Trade Software supports importing it directly into the system.

02 Provide quotation reference

If a customer only provides an order, they can select the corresponding product from the product library and import it into the quotation. At this point, you can view the corresponding accessory information of the product and its material consumption, historical factory information, historical price information, historical transaction information, and historical procurement information. You can refer to this information to formulate a quotation.

03 Quotation Formula Customization

Huacheng Chuangzhi Foreign Trade Software supports customer quotation management. After filling in profit margins and cost prices as required, the system can automatically calculate the theoretical sales price based on the set formula, thereby determining whether to adjust the final sales price based on the theoretical sales price.

04 Online review of quotation

Huacheng Chuangzhi Foreign Trade Software supports online review of quotations without the need for file transfer, printing, storage, archiving, and other processing. Breaking space constraints and accelerating approval; Approval results do not need to be forwarded, and can be copied with one click. More intelligent and efficient, saving operating costs.

05 Diversified quotation formats

Support customized generation of the required quotation format, and support horizontal, vertical, and image formats for display. Finally, it can be exported to Excel, PDF, WORD, JPG, and other formats, or directly sent to customers through email.

Using foreign trade software to generate quotations, you can refer to historical prices and factory information, as well as the theoretical sales price calculated using user-defined formulas, to formulate a more reasonable final quotation; At the same time, the quotation generated in a customized format has comprehensive content and diverse layout forms, which can provide customers with a more complete quotation.