Quotation Generator

Generate professional proforma invoices for B2B export deals.

Trigger

• Customer requests quote/pricing
• Owner instructs: "Send quote to [customer]"
• Stage 5 of sales pipeline

Quote Content

Each proforma invoice includes:

1. Company letterhead — logo, company name, address, contact info
2. Customer info — company, contact person, country
3. Product table — item, specs, quantity, unit price, total
4. Terms — payment terms, delivery time, shipping method, Incoterms
5. Validity — quote valid for 30 days (configurable)
6. Notes — special conditions, certifications, warranty