Deal execution

Exreach Quotations and Projects

Quote in RMB and USD, then run the project to delivery.

Build client pricing from factory cost and commission. Convert to invoice and run sourcing or service work in one flow.

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app.exreach.app/quotations
Exreach quotations and invoices list with status, totals, and exchange rates

What you get

What this module covers.

  • Quotations and invoices

    Status through paid. Convert to invoice or project in one click.

  • Sourcing projects

    Products, carton specs, HS codes, and shipping through delivery.

  • Service projects

    Inspections, visits, and loading billed from your rate card.

  • Reconciliation

    Lock actual costs at delivery and see project P&L.

  • Client documents

    Branded PDF and Excel from your org settings, not Exreach.

  • From opportunity

    Carry deal context from first interest through paid work.

Related modules

Opportunities Products Accounting

Run this module in your workspace

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