IncoDocs raises $1.2M seed round led by Maersk GrowthRead the announcement
Professional Quotes
That Win New Business.
Create, manage, and send professional sales quotes for global supply chains. When you need to bill a customer, generate a proforma invoice document from the quote’s information.
Deal-closing quotes.
In just a few clicks.
Set the right expectations with professional-looking sales quote templates for export orders.
Create Quotes Quickly
Quickly create and send professional sales quotes using your contact, product, and pricing information you’ve set up in IncoDocs. From payment and shipping terms and conditions to customer notes, every snippet of information can be saved as snippets and reused with ease.
Showcase your brand
Add your logo to your sales quotes and wow customers with an impressive online quoting system with the experience they’ll love.
Add Your Digital Signature
Create a professional digital signature or upload your own to place on documents in a single click for rapid sign-off and a polished look.
Check the Status of Quotes Online
Identify quotes that have been sent out and see if they’ve been viewed, accepted or if you need to follow up.
Send quotes directly from IncoDocs
Quotes can be emailed to your customers from within IncoDocs for a simple workflow. Sales quotes will be marked as sent to help you keep track of what goes out.
Track status from viewed to accepted
Prospective customers can accept, decline, or comment on sales quotes with the click of a button, letting you know when a deal is about to ahead.
View & respond To customer feedback
Customers can comment directly on online sales quotes to ask questions or request changes in real-time. You’ll be able to reply instantly and make instant updates to the quote document if you need to.
Get your invoices out the door faster.
Transform your sales quotes into ready to pay proforma and commercial invoices in a flash. Identify sales quotes sent out and see if they’ve been viewed, accepted or if you need to follow up.
Convert Quotes to Invoices
Save time and avoid manual data re-entry errors by using online quotes in IncoDocs and convert quotes to proforma and commercial invoices. Converting to an invoice pulls in all the details directly from the sales quote and allows you to edit, add, and remove items as necessary.
Get paid faster with ‘Pay Now’ options
IncoDocs invoices come with a Pay Now option. Bill customers in a single click and offer them an easy way to pay via credit card or ACH transfer (US only).
IncoDocs has improved my sales greatly.
Integrate with your existing tools.
Seamlessly connect IncoDocs to your accounting system or custom in-house system to eliminate manual data re-entry and avoid costly human error.
Prebuilt accounting integrations
Generate proforma and commercial invoices using IncoDocs’ Autofill feature to produce compliant export documentation, eliminate manual data re-entry, and avoid costly human errors.
Import from your existing sources
Import your contacts and products lists to reuse in documents easily, and import your order item list or shipping container packing list directly into a document template.
Need a custom integration?
IncoDocs is built with a robust technology allowing easy integration with any system using flexible technologies such as API, XML, and CSV. Speak with an IncoDocs global supply chain specialist to work with you and your specific needs.
