Documentation can be a big hassle, if not done correctly! We understand the importance of various Trade documents for your business during export or import.
Through this feature create all the Trade and Shipment related Documents in minutes. Find, Store and Share trade documents easily in a single place.
Follow these steps for creating and managing the process of hassle-free documentation
Step 1:
Start by Clicking on ‘Trade Documents’ on the left panel.
Step2:
Choose ‘Create New’ and select the document you want to create. Let’s create a quotation to get things started.
Pro-tip: Now you can select multiple pre-defined templates such as quotation, purchase order, proforma invoice, sales contract, sales and order confirmation.
Step 3:
Begin by entering the name for referring to the document. Select your Seller and Buyer from the drop-down menu. Or add a new contact by filling the required details.
Fill all the required information.
Tada!! Your Professional and well-formatted Quotation is ready.
Just like this, you can create all the trade and Shipment Documents in minutes. Find, Store and Share trade documents easily in a single place.
Bonus Tip: Trade document allows you to save time by using pre-filled information.
Create a trade document now.
Check the below video for a first hand demo:
