Dashboard

Overview of quotation workflow

5

Total Quotations

1

AI Processing

1

CS Working

1

Confirmed

Workflow Process

7 Steps

1. Upload

Sales uploads PDF

2. AI Process

AI reads & extracts

3. AI Assign

Categorize by Terms

4. Send to CS

Route to CS team

5. CS Job

Create Job

6. Create B/L

CS creates B/L

7. Confirm

Sales review & confirm

Recent Quotations

QT2603-A001

CS WorkingIn Progress

Example Company·SEA FREIGHT

BangkokSingaporeTerms: EXWEXPORTMar 4, 2026, 09:30 AM

Job: JOB-2026-0145

CS: cs_somchai

QT2603-B002

AI ReviewedPending

Global Trade Partners·SEA FREIGHT

Laem ChabangMumbaiTerms: FOBEXPORTMar 2, 2026, 11:15 AM

QT2603-C003

Sales ReviewCompleted

Sunrise Foods Ltd.·SEA FREIGHT

Ho Chi MinhLaem ChabangTerms: CIFIMPORTMar 1, 2026, 08:00 AM

Job: JOB-2026-0142

BL: BL-VNTH-20260301

CS: cs_nattaya

QT2603-D004

ConfirmedCompleted

Steel World Industries·SEA FREIGHT

BusanMap Ta PhutTerms: DDPIMPORTFeb 28, 2026, 10:00 AM

Job: JOB-2026-0138

BL: BL-KRTH-20260228

CS: cs_somchai

QT2603-E005

AI ProcessingPending

AutoParts Thailand·SEA FREIGHT

NagoyaLaem ChabangTerms: CFRIMPORTMar 4, 2026, 02:30 PM