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Docs/Features/Trade Quotations

Trade Quotations

Trade Quotations turn a contact + a list of SKUs into a polished, multi-currency PI/Quote that a buyer can sign without back-and-forth. Buyers receive a PDF, a web view, and a structured payload your CRM keeps in sync.

![Trade Quotations](/docs-img/trade-quotations.png)

What It Does

  • Generates a Pro-Forma Invoice or Quotation from a buyer + product list.
  • Applies the right Incoterm (EXW, FOB, CIF, DDP) and computes freight + duty when you have the destination.
  • Produces a PDF with your white-label header and a tokenized web URL the buyer can open without a login.
  • Sends a webhook on every status transition (DRAFT, SENT, VIEWED, ACCEPTED, EXPIRED) so your sequences can chase the next step.

    • When to Use

    Use Trade Quotations any time a buyer asks for a price. The wizard takes about 90 seconds end-to-end and replaces the spreadsheet you used to mail. For complex multi-product RFQs the AI draft button (see below) cuts that to ~25 seconds.

    Setup

  • Go to **Documents > New > Quotation**.
  • Pick a contact (or create one inline).
  • Add line items — pulled from your product catalog or typed free-form.
  • Choose Incoterm + currency. Anvil suggests one based on the buyer's country and your industry pack.
  • Review the auto-filled freight estimate (uses `/api/v1/tools/freight-rates`).
  • Click **Send** to email the buyer. Anvil generates the PDF, archives it under the contact's activity feed, and assigns the quote a unique tracking token.

    • AI Draft

    Hit the Sparkles icon to call POST /api/v1/trade-documents/ai-draft-quote. It returns:

  • An intro paragraph tailored to the buyer's industry.
  • Suggested line descriptions and HS codes.
  • Recommended payment terms based on the buyer's history.
  • A closing paragraph.

    • The endpoint is stateless — nothing is persisted until you press Save.

    API Endpoints

  • `POST /api/v1/trade-documents` — create a quote.
  • `GET /api/v1/trade-documents/:id` — fetch.
  • `PATCH /api/v1/trade-documents/:id` — update lines/terms.
  • `POST /api/v1/trade-documents/:id/send` — email + lock revision.
  • `POST /api/v1/trade-documents/ai-draft-quote` — stateless AI draft.

    • Pricing & Limits

    PlanQuotations / monthAI draftsWhite-label PDF
    Free50No
    Starter5050No
    Pro500unlimitedYes
    EnterpriseunlimitedunlimitedYes (custom domain)

    Gotchas

  • The PDF generator caches the rendered output for 24 hours. After editing, force a regeneration with `?regenerate=true`.
  • Currency conversions use the per-tenant FX rate (see `/api/v1/fx-rates`). If you've configured a manual override, the quote uses your override even when ECB has a fresher rate.
  • Buyers viewing the web URL do not require an account, but the URL is signed and expires after 30 days unless you extend it.
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