Enter order details once and generate the full document set — quotation, proforma invoice (PI), commercial invoice (CI) and packing list. Always-consistent fields, automatic packing totals, cloud management for every shipment.
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Seller (You)
Bank details appear on PI/CI. Your seller profile is remembered on this device and auto-filled in new orders.
Buyer (Client)
Goods
Description (EN)
Description (ZH)
HS
Qty
Unit
Price
Goods SubtotalUSD 14,740.00
Packing
Carton No.
Cartons
PCS per CTN
Gross KG/CTN
Net KG/CTN
CBM per CTN
Total Cartons133
Total Pieces2,660
Total G.W. (KG)1,506.4
Total N.W. (KG)1,336.8
Total Volume (CBM)8.114
Note: total goods quantity does not match packing pieces. Double-check before shipment.
Terms & Numbers
All four documents share one numbering rule (QUO/PI/CI/PL prefix + date). The prefix switches automatically with the document type and can be edited manually.
Ningbo Sunrise Outdoor Co., Ltd.
No.88 Huayuan Road, Ningbo, Zhejiang, China 315000
Li Wei / [email protected]
QUOTATION
NO. QUO-20260828-01
DATE 2026-08-28
SELLER
Ningbo Sunrise Outdoor Co., Ltd.
No.88 Huayuan Road, Ningbo, Zhejiang, China 315000
Quotation, PI, CI and packing list come from one set of order data, so fields always match — killing discrepancies at the source.
Automatic Packing Totals
Cartons, pieces, gross/net weight and volume are calculated automatically, with cross-checks between goods and packing lines.
One Folder per Shipment
All documents of a shipment live in one place with draft/quoted/won/shipped status. Log in and continue anywhere.
EN & ZH Documents
English documents for overseas buyers, Chinese documents for domestic suppliers — one dataset, two outputs.
Your Data Stays Yours
Documents are rendered locally in your browser; cloud orders are visible only to you and never shared.
Free to Start
Free tier: 2 orders/month with English documents. Site membership unlocks watermark removal, Chinese documents and unlimited orders.
Four Steps to a Full Document Set
Enter the Order
Fill in seller, buyer, goods, packing and trade terms. Your seller profile is remembered and reused.
Pick a Document
Switch between quotation / PI / CI / packing list — the same data renders each A4 document live.
Export PDF
Export print-ready PDF in one click and send it to your buyer or forwarder.
Follow Up in the Cloud
Save orders to the cloud, track quoted/won/shipped status, and come back anytime to revise and re-export.
FAQ
What is the difference between a quotation, proforma invoice (PI) and commercial invoice (CI)?
A quotation is for pre-sale price comparison and has no settlement effect. A proforma invoice confirms the deal terms and is commonly used by buyers to apply for import licenses, open a letter of credit, or pay a deposit. A commercial invoice is the settlement document issued after shipment, used for customs clearance and payment. All three must be consistent — this workbench generates them from a single set of order data, guaranteeing consistency at the source.
Does the packing list need to match the commercial invoice?
Yes. Product names, quantities and weights on the packing list must correspond to the commercial invoice and bill of lading, or customs delays and L/C refusals can follow. This workbench cross-checks total goods quantity against total packing pieces and warns immediately on any mismatch.
Why do banks so often reject documents presented under a letter of credit (L/C)?
According to ICC estimates, 60–75% of L/C documents are rejected on first presentation due to discrepancies — commonly inconsistent spellings across documents, mismatched amounts or quantities, and date logic errors. Generating the full document set from a single data source is the most effective way to avoid discrepancies.
Is a proforma invoice legally binding?
A proforma invoice is usually not a complete contract by itself, but once confirmed by both parties it binds the agreed trade terms and is widely used as the order confirmation and payment basis. Formal claims rely on the contract and the commercial invoice.
How do I fill in trade terms like FOB, CIF or DDP?
Trade terms follow Incoterms 2020 and define the cost/risk split between buyer and seller. FOB and CIF are the most common; DDP puts all costs and risks up to the destination on the seller. Pick the term actually agreed — the document automatically carries your ports of loading and destination.
What are the advantages over Word/Excel templates?
With Word/Excel you re-enter data for every document type and manually reconcile four files after each change — the single biggest source of errors. The workbench enters data once, keeps four documents in sync, totals packing automatically and cross-checks pieces, with cloud storage and status tracking.
What does the free tier include, and what does membership unlock?
Free tier: 2 orders per month, English documents, watermarked exports. Site membership: watermark removal, your LOGO, EN & ZH documents, unlimited orders and permanent storage — plus every other PRO tool on the site.
Is my order data safe?
Documents are rendered entirely in your browser. Cloud orders are stored encrypted, visible only to your own account, never shared with third parties, and can be deleted at any time.