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Features / Close / Quotes and proformas

A priced proforma in two minutes.

Pick the products. Poly9 applies your price breaks, export terms and freight, then sends a PDF you can track.

Try it: change the quantity, the terms or the currency.
Proforma PI-0142Saanvi Metal Arts → Nordlys Interiør, Copenhagen
● Opened 2 times
Hammered bowl in antique brass
Hammered bowl, antique brass300 pcs
100 to 299$10.80
300 to 499$10.40
500+$9.90
Unit price, FOB Mumbai$10.40
Bowls, 300 × $10.40$3,120.00
Planters, verdigris, 120 × $15.80$1,896.00
Payment30% advance, 70% against documents
Total$5,016.00
Send to buyerDownload PDF
2 minto build a proforma, versus 1 to 2 days by hand (estimate)
3export terms: EXW, FOB and CIF, with your port
2currencies: yours and your website currency
1 clickfrom accepted quote to order

From enquiry to order, without a spreadsheet.

300 bowls in antique brass, delivery March?
Create quote from enquiry
1 · EnquiryStart from the buyer's messageThe products they asked about are already on the quote.
Price break 300+Applied
TermsFOB Mumbai
CurrencyUSD · your saved rate
2 · PriceYour rules do the mathsPrice breaks, discounts and export terms, set once.
PROFORMA INVOICE$3,120.00
3 · SendA PDF with your photosSent by email or link. You see when it is opened.
AcceptedOrder PI-0142 confirmed
4 · OrderAccepted becomes an orderNo retyping. The order keeps every line and price.
Trade fair stand
Quoted at the standCasa Bellini · 200 plantersCIF Genoa · USD · sent 11:42$3,580.00
At the fair

Quote before the buyer leaves the stand.

Build the quote on your phone while you talk. It is in their inbox before they reach the next hall.

Everything in a Poly9 quote.

Price breaksSet quantity tiers once. The right price applies as the quantity changes.
Export termsEXW, FOB or CIF with your port, and freight added to the quote.
Two currenciesQuote in your own currency or your website currency, at the rate you saved.
DiscountsVolume or one-off discounts, shown clearly on the quote.
Photos on every lineBuyers see exactly what they are ordering.
Open trackingKnow when the buyer reads it, so you follow up at the right time.
Proforma PDFYour logo, bank details and payment terms on a clean PDF.
Quote from chatAsk the AI assistant to draft it from an enquiry.
Order on acceptanceThe accepted quote becomes an order with every line kept.

Works with

Enquiries →Start a quote from any enquiryPricing and currency →Markup, rounding and FXOrders →Track from acceptance to shipment

Questions

Which currency is the quote in?

Your own currency or your website currency. Prices convert at the rate you saved, never silently.

Do price breaks apply automatically?

Yes. Set quantity tiers on a product and the quote uses the right tier for the quantity.

Can I add freight for CIF?

Yes. Choose CIF and add a freight amount to the quote.

Is the proforma a real PDF I can attach?

Yes. Download it or send a link. Both carry your logo, bank details and terms.

Send your first quote today.

Quotes, proformas and price on request

Quote FOB, CIF or EXW for exporters, with a bill of materials behind each custom line. Where you have not set a rule yet, the line shows price on request.