Win More Business with Professional Quotes
Create itemized quotations for customs clearing services. Track status, convert accepted quotes to jobs, and maintain a complete quotation history.
Quotation Builder
Build detailed quotations with line items for every clearing charge. Professional format that impresses clients.
- Itemized line items with descriptions and amounts
- Service charge and expense estimation
- Tax calculation preview
- Custom notes and terms
- Professional PDF-ready layout
Status & Conversion
Track quotation status from draft to accepted. Convert accepted quotations directly into clearance jobs with all details carried over.
- Status workflow (Draft → Sent → Accepted → Rejected)
- One-click conversion to clearance job
- Client assignment and tracking
- Validity period management
- Revision history
Why Teams Choose This Feature
Win More Clients
Professional, detailed quotations show clients you're organized and transparent.
Save Time
Convert accepted quotes to jobs with one click — no re-entering data.
Track Pipeline
See all open quotes and their status. Know which clients are likely to convert.
Frequently Asked Questions
- Can I convert a quotation into a clearance job?
- Yes. When a client accepts your quotation, you can convert it into a clearance job with one click. All line items, client info, and estimated charges carry over automatically.
- Can clients view quotations online?
- Quotations can be shared as PDF documents or viewed through the client portal if the client has portal access.
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Learn moreReady to streamline your operations?
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