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The quote form is the central place where you build every quotation. It is divided into sections that take you from identifying the client all the way through to optional add-on services. Work through the sections in order to avoid missing required fields, and use the live price panel on the right to confirm the total as you go.

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Sections overview

SectionNamePurpose
0Client LookupIdentify or create the client record
1Client InformationPersonal details, date, consultant, and email recipients
2Market SelectionChoose the incorporation destination
3Service TypeSelect the business industry category
4PricingSystem or custom price
5Upsell ServicesOptional add-on packages
6 (legalization only)Document TypesDocument selection and additional cost fields
1

Section 0 — Client Lookup

Search for the client by email, Client ID, or organization name. Use an existing record or create a new Client ID. See the Client Lookup guide for the full flow.
2

Section 1 — Client Information

Fill in the client’s personal and contact details:
  • Salutation — Select Anh, Chị, Mr., Ms., Mrs., or another appropriate title.
  • Client Name — Full name of the client contact.
  • Client Email — The client’s primary email. A badge shows how many times this email has been quoted before.
  • Quote Date — Defaults to today; change it if you are backdating the quote.
  • Source — Where this lead originated (e.g. referral, website).
  • Expected Revenue — Estimated deal value for pipeline tracking.
  • Consultant Name — Your name as the responsible consultant.
  • TO Email — One or more recipient email addresses (tag-style input: type an address and press Enter or comma to add it).
  • CC Email — Additional addresses to copy on the quote email.
  • Client Country — The client’s country of residence or registration.
  • Related Email Group — Other email addresses associated with this client.
  • Service Purpose — A brief note on the purpose of this engagement.
3

Section 2 — Market Selection

Choose the incorporation market. Available markets are:
  • Singapore
  • Hong Kong
  • US
  • Offshore
  • Others — Enter a custom market name in the text field that appears.
When you select Singapore, three additional service checkboxes appear:
  • Director Fee — Nominee director service
  • Secretary Fee — Company secretary service
  • Support Fee — Ongoing support service
Check the boxes for any services that apply. Each selection adds to the calculated system price automatically.
4

Section 3 — Service Type

Select the client’s Business Field (industry category) from the dropdown. If none of the listed categories fits, choose Others and type a custom description in the field that appears.
5

Section 4 — Pricing

Choose between two pricing modes:
  • System — The price is calculated automatically based on your market and Singapore service selections. No input required.
  • Custom — Enter a price manually in the Custom Price field. A Reason field becomes required; describe why you are overriding the system price.
See the Pricing guide for exact price breakdowns by market.
6

Section 5 — Upsell Services

Check any additional services the client is purchasing alongside the incorporation package:
  • Tax Advisory
  • Banking
  • E-learning — Fixed price of $900
  • Annual Renewal — Fixed price of $2,590
  • Software
  • Website
Tax Advisory, Banking, Software, and Website are custom-priced and do not add a fixed amount to the system total.
7

Section 6 — Document Legalization (legalization quotes only)

This section appears only when you are creating a document legalization quote. Select each document type by clicking its card and use the + / − steppers to set the quantity. Fill in the additional cost fields:
  • Document Preparation
  • Legal Authentication (Apostille)
  • Embassy Fee
  • Travel
  • Shipping
When you click Generate Quote (or Download PDF), the tool saves the current form data automatically. You do not need to save manually before generating a PDF or sending the email.

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Tips for common scenarios

Select Others in Section 2 and type the destination country name in the text field. The PDF template will reflect the custom market name.
Choose Others in Section 3 and enter the industry description manually. The custom text appears in the PDF under the service type field.
In Section 1, add each recipient to the TO Email or CC Email fields. Type the address and press Enter or comma to add it as a tag. Remove any tag by clicking the × next to it.