✨ We just raised $2.7 M in the Pre Series A round led by Matrix Partners, India. View announcement

Online Tool for Export Documents

The export documentation process can be a tedious task for exporters, as it often involves managing over 20 different types of documents for a single shipment. This process can be time-consuming and labour-intensive, but advancements in technology have provided solutions to streamline and automate the pre-sales process. 

In this blog, we will explore various methods to simplify and expedite the export documentation process.

Most used Export Document:

• Quotation/Quote/Cost Sheet

A cost and quotation sheet is a crucial document in the sales process as it helps to ensure transparency and accuracy in pricing for both the seller and the buyer. For the seller, it allows them to clearly outline the costs associated with a product or service, including any additional fees or charges, and present it in a professional and organised manner. This can help to prevent misunderstandings or confusion about pricing and can increase the likelihood of closing a sale.

For the buyer, a cost and quotation sheet provides a detailed breakdown of the costs associated with a product or service, allowing them to understand the total cost and compare it to other options. It also allows them to identify any additional costs or fees that may not have been initially discussed. This helps buyers make informed purchasing decisions and can help them to budget and plan accordingly.

Online tool for creating Quotation/Quote/Cost Sheet

• Proforma Invoice

A proforma invoice is a document used in the export industry that is similar to a commercial invoice. It is a non-binding document that provides an estimate of the cost of goods or services to be exported, including details such as product descriptions, quantities, and prices. It is typically used to provide the buyer with an idea of the cost before the final purchase order is placed, and it's not a legally binding document.

The proforma invoice is used primarily for record-keeping, budgeting, and planning purposes, but it can also be used as a reference document when arranging shipping and customs clearance. It can also be used as a document to open letters of credit or to apply for certain export licences.

Proforma invoices are often used as preliminary documents in order to secure financing or to facilitate the process of customs clearance. It is also useful for the exporter to give the buyer an idea of what to expect when the goods are shipped.

Online tool for creating Proforma Invoice

Best automatic template maker tools

Cost sheets and quotations are extremely important documents for export. But to create these documents from scratch can be a difficult and time-consuming task. To decrease the time invested and increase productivity, there are several automatic template-maker tools available online. These tools allow users to quickly and easily create professional-looking cost and quote sheets, without the need for manual input or formatting.

Sourcewiz is one of the top platforms where you can create cost and quotation sheets with various templates. With Sourcewiz, users can create custom templates that are tailored to their specific products and services. It can automatically calculate prices and totals, and it can also be used to generate quotes for multiple products or services at once.

One of the key benefits of Sourcewiz is its ability to reduce the time and effort required to create cost and quote sheets. These templates are available to be downloaded as excel templates as well as word templates. This can be especially beneficial for businesses that need to generate a high volume of quotes or that have a lot of products or services to offer.

Best Online Templates for Export Documents

Create proforma invoice online

Creating a proforma invoice online is an easy and efficient way for exporters to provide estimates of the cost of goods or services to be exported. With the help of online softwares, users can create professional-looking proforma invoices in a matter of minutes, without the need for manual input or formatting.

Sourcewiz is one of the best softwares that allows users to create custom templates that are tailored to their specific products and services. It also allows to automatically calculate prices and totals, and it can be used to generate proforma invoices for multiple products or services at once.

One of the key benefits of creating proforma invoices online is the ability to easily share and store the document with the customer, which can help to facilitate the sales process and avoid confusion or misunderstandings. Sourcewiz also provides the option to save the document in various formats like pdf, word, excel, etc.

Easiest way to create online Performa Invoice

How To create online quotation?

There are several ways to create a cost and quotation sheet online:

There are many free templates available online, such as on Sourcewiz, that can be used to create a cost and quotation sheet. These templates are designed to be easy to use and are pre-formatted, making it simple to input your own information. There are various online quotation software available that can help you create a professional-looking cost and quotation sheet.

These software often come with built-in templates, or you can create your own, and also provide functionality such as automatic calculations, and also provide the option to share and store the quotation online. In addition to these, Sourcewiz also offers built-in functionality for creating cost and quotation sheets. This allows you to easily create and manage quotes for your products and services directly within the platform.

Best Online Cost Sheet Maker

Best Online tool or App for Export Documents

An online tool or app for export documents is a must-have for businesses engaged in the export industry. The best online tool or app for export documents will offer a wide range of features to help businesses stay organised and compliant, just like Sourcewiz. With Sourcewiz you can create and manage customs pro forma invoices, cost sheets, quotations and other export-related documents.

One of the key benefits of using a Sourcewiz for export documents is the ability to automate and streamline the document preparation process. This can help to reduce errors and improve efficiency, saving businesses time and money. 

Another benefit of using Sourcewiz for export documents is the ability to share and collaborate with team members or customers in real-time, which can help to facilitate communication and decision-making.

Best Online App for Export Documents

Best Online tool or App for Export Documents

An online tool or app for export documents is a must-have for businesses engaged in the export industry. The best online tool or app for export documents will offer a wide range of features to help businesses stay organised and compliant, just like Sourcewiz. With Sourcewiz you can create and manage customs pro forma invoices, cost sheets, quotations and other export-related documents.

One of the key benefits of using a Sourcewiz for export documents is the ability to automate and streamline the document preparation process. This can help to reduce errors and improve efficiency, saving businesses time and money. 

Another benefit of using Sourcewiz for export documents is the ability to share and collaborate with team members or customers in real-time, which can help to facilitate communication and decision-making.

Best Online App for Export Documents