Sales & Quoting

Win More Business with Professional Quotes

Create itemized quotations for customs clearing services. Track the status and validity date of every quotation.

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
  • Custom notes and terms
  • Professional PDF-ready layout

Status Tracking

Track quotation status from draft to accepted.

  • Status workflow (Draft → Sent → Accepted → Rejected)
  • Client assignment and tracking
  • Validity period management

Why Teams Choose This Feature

Win More Clients

Professional, detailed quotations show clients you're organized and transparent.

Save Time

Itemized line items and a print-ready layout mean no more building quotes in Word or Excel.

Track Pipeline

See all open quotes and their status at a glance.

Frequently Asked Questions

Can clients view quotations online?
Not online — quotations are not shown in the client portal. You can print a quotation, or save it as a PDF from your browser's print dialog, and send it to the client.

Ready to streamline your operations?

Get started today — ClearAgent is completely free. No credit card, no time limit.