01 / QUOTE01
Prepare a quote
Use client and product records, then set prices, currency, and commercial terms.
A local-first workspace for trade documents
From the first quote to the final carton.
Connect quotations, proforma invoices (PI), actual packing data, commercial invoices (CI), and packing lists (PL) in one desktop workspace. Organize this shipment’s goods and packages, then review a 3D container loading plan.
The current visual is a product-structure illustration, not a real app screenshot. The public installer is not open.
Invoice BuilderProduct structure illustration
BUSINESS WORKSPACE
Local recordsOne order, advanced by actual shipment
01QuoteAgree on quote terms
02PIConfirm order terms
03PackingRecord actual packing
04CI / PLPrepare shipment docs
053DReview loading plan
SHIPMENT WORKSPACE
Actual packing data
Create this shipment from a source document, allocate the real goods and packages, and record carton counts, weights, dimensions, and volume.
Source documentPI / quotation
Packing allocationThis shipment’s goods
Next outputsCI / PL → 3D
ONE CONNECTED WORKFLOW
Documents follow the shipment, without starting over each time.
Quoting and order confirmation come first. Packing data records the goods and packages in this shipment. CI, PL, and the 3D loading view continue from the same shipment information.
02 / PI02
Confirm the order
Use a PI to record ordered goods and payment and delivery terms.
03 / PACKING03
Pack the shipment
Allocate the actual goods to packages and record counts, weights, dimensions, and volume.
04 / CI + PL04
Prepare shipment docs
Prepare CI and PL, check value and package details, then review the 3D loading plan.
For a partial shipment, the matching CI and PL should agree with each other; they need not equal the full PI quantity.
PRODUCT CAPABILITIES
Keep documents, goods, and packages connected.
Product, client, and reference records help you start. Packing data captures this shipment’s actual packaging and can continue into shipment documents and a 3D loading view.
Reusable records
Keep client, product, and reference data together.
Actual packing
Build the packing plan from this shipment’s real goods and packages.
Loading visualization
Open the 3D plan from complete packing data.
PRODUCT FILM PLACEHOLDER
See an order move from quote to packing.
A static workflow illustration appears here for now. Real app views will be captured with synthetic data, accepted, sanitized, and produced before a product film replaces it.
QUOTE→PI→PACKING→CI / PL→3D
FREE RESOURCES
Not using the desktop app yet? Start with a template.
The Excel, Word, and PDF quotation templates and writing guide are available now as a practical starting point for first-time visitors.
X · W · PFree quotation templatesExcel / Word / PDF · No account required↗01—04Quotation format guideFields, steps, and a pre-send checklist↗
“Free” refers only to templates and the guide, not to the editions of the unreleased desktop app.
PUBLIC RELEASE STATUS
The public desktop release is in preparation.
The website does not currently provide a software installer. Public downloads will appear only after provenance, signing, and release acceptance are complete.
Pro is planned as a one-time purchase at $49 internationally and ¥299 in mainland China. Device and update rights will be disclosed before purchasing opens.