Export paperwork that writes itself.
RFQ and costed quotations, proforma invoices, export orders and the full shipping document pack — generated from the order, not retyped, with incoterms and multi-currency handled properly.
Built around how export desks actually work
Configure the fields, rules, documents and dashboards around the way your team already works.
Multi-currency quotes
Built into the configured Export & Documentation workflow with role-based access and a complete audit history.
Incoterms
Built into the configured Export & Documentation workflow with role-based access and a complete audit history.
Proforma invoices
Built into the configured Export & Documentation workflow with role-based access and a complete audit history.
Packing lists
Built into the configured Export & Documentation workflow with role-based access and a complete audit history.
Shipping documents
Built into the configured Export & Documentation workflow with role-based access and a complete audit history.
Document archive
Built into the configured Export & Documentation workflow with role-based access and a complete audit history.
Set up fast, work with better information
Four reasons teams choose izERP Export & Documentation over a disconnected, general-purpose workflow.
Live in weeks, not quarters
Start with a configured Export & Documentation workflow, your users and the data needed for day one.
Connected to real operations
Shared customers, items, stock and documents keep every promise tied to what actually exists.
Flexible without the complexity
Fields, stages, documents and approvals adapt to your process without turning every change into a rebuild.
Simple enough to be used
Role-focused screens keep daily work clear, so records stay current and the system pays for itself.
See Export & Documentation in action
Take a guided look at Export & Documentation and see how enquiry to bill of lading, in one record moves through one controlled workflow without retyping.
Frequently asked
Can Export & Documentation run as a standalone module?
Yes. Start with this module and connect more Iniz modules later without replacing the data or workflow already in place.
Can it integrate with our existing systems?
Yes. Iniz supports API-based integrations and can connect storefronts, accounting tools, carriers and other operational systems.
Can fields, documents and approvals be customised?
Yes. Screens, fields, document templates, approval chains, permissions and reports can be configured around your requirements.
How does implementation begin?
We map the current workflow, agree the smallest useful scope, configure a working system and validate it with your team before go-live.
See it running on your own accounts
Book a free demo and we will configure a realistic Export & Documentation workflow with sample data, then walk it end to end with your team.