Delbig CRM

Export and Proforma Workflows

Manage export proforma workflows in Delbig CRM with CBM, cubic meters, weight, package count, 20DC/40DC/40HC container calculation, PDF/Excel, Packing List and customer visit tracking.

Delbig CRM export proforma detail with products, customer, totals, visits and sharing actions
Delbig CRM export proforma detail with products, customer, totals, visits and sharing actions

What this workflow covers

  • Prepare export proformas with CBM, cubic meter, weight, package count and container calculations.
  • Generate PDF/Excel, Packing List and production files from the same sales record.
  • Track customer sharing and visits before the export order is confirmed.

Related workflows

Quote and Proforma Management Manage products, prices, customers, discounts, PDF output, WhatsApp/email sharing, visit tracking and quote-to-order conversion in one Delbig CRM workflow. Project-Based Sales Teams Create project quote lines from renders and visuals, manage CBM, weight, package details, PDF/image attachments and customer revision requests in one Delbig CRM workflow.