Smart Proforma & Commercial Document Generator

Generates proforma, invoice and packing lists straight from raw sales orders.

Think of it asan export documentation clerk who produces a complete, correct document set in the buyer's language within minutes of the order being approved.

The problem it solves

Export paperwork is retyped by hand from the order, in a hurry, in a second language. A wrong Incoterm or a mismatched HS code holds the shipment at the border.

How it works

01The agent takes the approved sales order directly from your ERP; nothing is retyped.
02It applies that customer's agreed trade terms, currency and Incoterms.
03It produces the proforma, commercial invoice and packing list as one consistent set.
04It issues them in the languages the destination requires.

What it does

Extracts approved ERP sales entries.
Applies customer-specific trade terms.
Outputs multi-language compliant document sets.

What it needs from you

Read access to approved ERP sales orders.
Your customer trade terms and document templates.

I / O

What it needs from you: ERP orders & trade contracts
What you get back: PDF invoices, packing lists, proformas

Works well with

Request an audit Back to all agents

Core Suite · Sales, export & growth

The flagship agents: lead generation, campaigns, pricing and export operations. These are where most companies start, because the return shows up in the order book rather than in a report.