EXW, FOB, CFR, CIF, DAP, DDP… different trade terms carry different cost responsibilities and risk transfer points. SBK comes with templates for all 11 Incoterms 2020 terms; freight, insurance and inland charges are calculated and allocated automatically, with one-click multi-currency switching — no more reaching for a calculator to work out "how much CIF should add over FOB."
Smart term calculation + multi-currency + tiered pricing + version history + bilingual templates
Choose FOB to auto-add inland freight + export clearance fees; choose CIF to layer in ocean freight and insurance (rate configurable); preset different base fees by port
20+ currencies including USD/EUR/GBP/JPY, auto-converted at the day's Bank of China rate; the customer's preferred currency is remembered automatically
The same quotation supports differentiated pricing at 100 / 500 / 1000 tiers, with MOQ and minimum-order validation
30+ industry quote templates with a side-by-side Chinese-English layout; configure logo / company info / bank account once and reuse forever
Revised three rounds, five versions back and forth with the customer — version numbers increment automatically and changed fields are highlighted to avoid missed terms
Each quote has a validity period (30 / 60 days), with an automatic reminder three days before expiry to follow up and re-quote, avoiding losses from rate changes
CIF cost breakdown (auto-calculated)
Not just the three common FOB / CIF — EXW, FCA, CPT, CIP, DAP, DPU and DDP are all pre-configured. Each term carries a different scope of seller obligations, and the system automatically determines which costs go into the quote and which fall to the buyer based on the term.
BOC mid-rate (2026-04-18)
European customers prefer EUR, Southeast Asian customers use USD, Japanese customers want JPY — the customer profile records a "preferred currency" that new quotes apply automatically; you can temporarily switch currencies on the same quote and convert in real time to compare which currency yields the highest profit.
Approval routing
A new salesperson eager to win a deal might cut the price and lose money without anyone noticing. Configure a gross-margin floor (e.g. 10% above cost), and quotes below it automatically trigger manager approval on submission; ultra-low quotes require two-tier sign-off from director and owner.
"What's the price for 100 / 500 / 1000 units, CIF Hamburg?" — tiered pricing + automatic CIF calculation produce three tiers in 10 minutes.
The customer originally inquired in USD; the salesperson temporarily switches to a EUR quote and compares post-FX margin, finding the EUR quote earns 3% more — and decisively quotes in EUR.
A German repeat customer reorders in Q3; the salesperson "copies the previous quote" in 3 seconds, changing only quantity and validity to ensure no terms are missed.
A new salesperson cuts the price 8% to hold the deal; submission triggers a manager-approval prompt, the manager confirms in two steps, and the decision is traceable.
Once a quote is confirmed, the flow runs through contract, PI, packing and export
Multi-channel inquiries captured uniformly; convert to a quote with product and customer carried over in one click
Generate a sales contract in one click after the quote is confirmed, with bilingual e-signature
Generate the Proforma Invoice in one click, linked to all the quote's product line items
Daily rate sync, base-currency conversion and automatic FX gain/loss accrual
Sign up to explore automatic Incoterms calculation for free, or book a consultant demo