Direct Answer
Export businesses lose margin in the gap between quotation, order and shipping documents. We build product, quotation, order and document generation on one dataset so a proforma invoice, packing list and customs declaration never disagree with each other.
Suitable For
- Trading companies and factories managing export quotations and orders outside spreadsheets
- Exporters needing multi-currency pricing, multi-language catalogs and document generation
- Sourcing agents needing supplier, inspection and shipment records in one place
Not Suitable For
- Customs clearance filing that legally requires a licensed broker system
- Marketplace-only sellers whose platform already handles orders end to end
Core modules and the data each one owns
| Module | Scope, data and rules it owns |
|---|---|
| Product & specification | Multi-language product data, HS code, packaging dimensions, carton and pallet configuration, and the weights and volumes every downstream document reuses. |
| Quotation | Multi-currency pricing with FOB, CIF and EXW term handling, validity period, version history and the approved-quote lock. |
| Order & production follow-up | Purchase order, deposit and balance milestones, supplier production progress and inspection checkpoints. |
| Documents | Proforma invoice, commercial invoice, packing list and certificate templates generated from order data rather than retyped, which is where mismatches normally appear. |
| Shipment | Booking, container loading plan, shipping marks, ETD and ETA tracking, and document dispatch records. |
| Customer & inquiry | Inquiry source, follow-up history, quotation-to-order conversion and per-customer price agreements. |
Step-by-step Process
- Send the current workflow, the roles involved and where the process breaks down today
- We map the data model, the modules needed at launch and what can wait for a later phase
- Confirm scope, integrations, acceptance criteria, source-code ownership and deployment responsibility
- Iterative build with demos at each milestone, then functional, compatibility and performance testing
- Deployment, source-code and documentation handover, then an agreed maintenance path
Buyer Checklist
- One primary user workflow and one admin workflow defined for the first release
- Role and permission matrix agreed before development, enforced in the backend
- Integration accounts and API credentials confirmed as available
- Data migration source, format and volume reviewed
- Acceptance criteria written per module, not per screen
- Source-code ownership, deployment responsibility and maintenance scope stated in the contract
Information Needed for Quotation
- The workflow you want to replace or build, and who performs each step
- User roles and what each role may see and edit
- Platforms required at launch (web, mini program, iOS, Android, desktop)
- Systems to integrate: payment, ERP, WMS, hardware, accounting, third-party APIs
- Existing data to migrate, its current format and rough volume
- Whether source-code handover and self-hosting are required
Frequently Asked Questions
Can documents be generated in the exact format our customers require?
Yes. Templates are built per document type and per customer where formats differ, populated from order data. The values that appear on multiple documents come from one field, so an amended order updates every document consistently.
Can it connect to our export website for inquiries?
Yes. Website inquiries can drop straight into the customer and inquiry module with source attribution, which also makes conversion from SEO traffic measurable rather than guessed.
Which platforms do you build for this industry?
Web system for sales and documentation, multi-language independent website for inbound inquiries and SEO, WeChat mini program or app for on-the-go order and shipment checking, plus an admin panel.
What can you integrate with?
Currency rate feeds; shipping line and forwarder tracking APIs; email and inquiry capture from the website; accounting export; e-signature for contracts; PDF and Excel document generation.
Will we own the source code?
Source-code handover, repository access, deployment notes and database documentation can be included in the agreed scope. State it in the brief so it is priced in rather than added later.
Can you take over an existing system instead of rebuilding?
Yes. We start with a code and environment review, then propose a scoped plan for bug fixes, refactoring, UI rework or new features. Rebuilding is only recommended when the review shows the existing codebase cannot carry the roadmap.
Related Pages
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