Is a PDF attachment enough for export sales?
Classic flow: Excel/Word → Save as PDF → email attachment. Pain points:
- Mobile users hate downloading attachments
- Clients open old PDF after you send「v2 pricing」
- Large files hit spam filters
- No simple「did they view it?」signal
Many teams add a share link so buyers read in the browser, with optional PDF download. ComTools Quotely supports both (/Quotely).
Recommended B2B workflow
- Pick a service/export template in ComTools Quotely, enter lines and currency
- Verify total, tax, discount, prepayment, balance — auto-calculate guide
- Export PDF for records
- Paste share link in email / WhatsApp / Teams
- Client reviews online; you follow with PI or contract
Samples: Service quote (EN) · Software quote (ZH) · English UI: quote.comtools.cn/en
PDF vs share page
| Format | Best for |
|---|---|
| PDF attachment | Archive, compliance, print/sign |
| Share link | Mobile preview, quick confirm, new link after repricing |
| Both | Most teams: PDF formal + link convenient |
If you only print PDF from the AI quote generator today, that covers first quotes; repeat clients fit ComTools Quotely register.
Export quotation PDF checklist
- Quote no., dates, validity
- Full seller/buyer details
- Description, MOQ, unit price, currency
- Incoterms note (FOB/CIF in remarks)
- Payment terms (T/T, L/C, deposit %)
- Lead time, packaging, warranty
- Disclaimer: subject to material/FX change
See how to write a quotation and quotation samples.
Email snippet
Subject: Quotation QT-20260716 – [Product] – [Your Co]
- PDF attached for records
- Link for mobile-friendly view
- Valid until [date]
- Next step: sample / contract after acceptance
Optional plain-text summary from AI generator Markdown copy.
Stack with Excel and AI
- Internal costing → Excel
- First English draft → AI quote generator
- Client-facing version → ComTools Quotely (PDF + link in sync)
Online quotation software vs Excel.
FAQ
Free online quotation PDF template?
AI tool prints PDF; ComTools Quotely adds share pages + template library (free early access).
Can overseas clients view without signing up?
Share links are typically read-only public pages (per subdomain behavior).
Quote PDF vs proforma invoice?
Similar layout; PI adds payment/shipment binding—see quote vs invoice.