For small export sales teams
Price the quote before you send it. Score the inquiry before you chase it.
Two downloadable Excel tools. One builds an export quote from EXW to CIF and checks the margin on the price you plan to send. The other scores incoming inquiries on six fixed dimensions and returns a grade, a follow-up window, and a next action.
One-time payment in USD · Instant download · Every file comes in English and Simplified Chinese.
Products
Each product is a set of files in both languages. The bundle contains everything.
Excel + guide
Export Quotation Costing Template
$29
Build a costed export quote from EXW to CIF, set four quantity tiers, and check the margin on the unit price you plan to quote.
What you get
Export-Quotation-Costing-Template.xlsxExcel workbook, 5 sheets, live formulasUser-Guide.mdField dictionary, 10 common errors+ Chinese editionThe same workbook and guide in Simplified Chinese
The workbook separates eight cost lines, converts EXW to FOB to CFR to CIF step by step, spreads fixed costs across 500 / 1,000 / 3,000 / 5,000 units, and highlights the gap when the margin implied by your quoted price is more than 0.5 percentage points away from your target.
PayPal handles the payment. You will be charged in USD.
Excel + PDF
B2B Inquiry Scoring Sheet + SOP
$19
Score each inquiry on six dimensions, apply five red-flag overrides, and get a grade plus the next action for that lead.
What you get
B2B-Inquiry-Scoring-Sheet.xlsxExcel workbook, 3 sheets, 60 rows, formulasInquiry-Triage-SOP.pdfPDF, 3 pagesExample-10-Inquiries.xlsxExcel workbook, 10 worked examples+ Chinese editionThe same three files in Simplified Chinese
Each dimension is scored 0 to 2 for a 12-point total. The grade sets a response window: A within 48 hours, B within one week, C into a 7 / 15 / 30-day nurture pool, D archive after one request for missing information. Any red flag overrides the score and sends the inquiry to D.
PayPal handles the payment. You will be charged in USD.
Bundle
Both products
$39$9 less than buying them separately
The quotation workbook and the inquiry scorecard, with the SOP, the worked examples, and the guide. All five files in one set.
What you get
Export-Quotation-Costing-Template.xlsxExcel workbook, 5 sheets, live formulasUser-Guide.mdField dictionary, 10 common errorsB2B-Inquiry-Scoring-Sheet.xlsxExcel workbook, 3 sheets, 60 rows, formulasInquiry-Triage-SOP.pdfPDF, 3 pagesExample-10-Inquiries.xlsxExcel workbook, 10 worked examples+ Chinese editionAll five files again in Simplified Chinese
Same files as the two products above, in both languages. Buy this if you want both.
PayPal handles the payment. You will be charged in USD.
What this does NOT do
- It does not promise that you will win the order. A quote can be costed correctly and still lose on product, lead time, payment terms, or price.
- It does not rate credit, set payment terms, or give legal advice. Those decisions need your own checks and, where needed, a qualified professional.
- It does not classify goods for customs. HS codes, origin rules, and declaration requirements have to be confirmed by your customs broker.
Both products are templates. You supply the data and make the commercial decision.
Before you buy
- Language: every file comes in both English and Simplified Chinese, in the same download.
- Formats: the .xlsx files open in Excel 2016 or later and in LibreOffice Calc. The .pdf opens in any PDF reader. The .md guide opens in any plain-text editor.
- Macros: the workbooks use formulas, not macros. You do not need to enable macros.
- Examples: the numbers and companies in the examples are demonstration data, not real quotes or real businesses.
- Privacy: this page has no cookies, analytics scripts, or accounts.
Payment, delivery, and refunds
Delivery. Instant. After PayPal confirms your payment, a download link appears on the confirmation page. The link stays valid for 14 days. If it does not appear, reply to your PayPal receipt and we will send the files by hand.
Refunds. If a file is missing, will not open, or is not the file described on this page, reply within 14 days and we will resend it or refund the payment in full.
Payment. PayPal only. One-time payment. This site does not create an account or a subscription.