Export Quote/The Proforma Invoice

Export Quote/The Proforma Invoice

Preparing a detailed quotation to your foreign buyer upfront can reduce significant costs and challenges later when shipping and invoicing the goods.

Why this matters to your business

Identifying the responsibilities of the seller and buyer during the quoting phase can significantly reduce the risk of having to pay unexpected transportation, storage, and other costs down the road, and speed up the payment process.

  • Clearly state the Incoterms® Rule to be used so parties know their costs, risks, and responsibilities
  • If using a prepayment or Letter of Credit payment term, details on the Proforma help the buyer communicate with their bank.
  • Providing a six-digit tariff classification (Schedule B/HTS) during the quoting phase can help the buyer calculate import duties and taxes

Who should watch this webinar

  • International sales, marketing, and customer service staff responsible for preparing price quotations to foreign buyers.
  • Logistics and credit staff that support pricing, payment terms, and freight cost calculations. 

Expert

Susan Dragotta, MS, CGBP

Key things you will learn to help your business

  • How to complete a detailed Proforma Invoice
  • Use of Incoterms® Rules (2010/2020)
  • Important payment terms considerations
  • Trade compliance topics to include on a Proforma Invoice

NASBITE 0.5 CEU's

NASBITE International Certified Global Business Professionals are required to submit 10 Continuing Education Units (CEUs) per year to satisfy their yearly credential re-certification.

This training webinar will be recognized by NASBITE International as 0 CEUs

Details of all training and dates on the Trade Passport website are captured for registered users under User Stats in the main menu and can be submitted to NASBITE International on the NASBITE here

  • Export Quote/The Proforma Invoice
  • Susan Dragotta, MS, CGBP

  • Susan Dragotta is the lead instructor for the Global Business program at Waukesha County Technical College located just west of Milwaukee, Wisconsin. The Global Business program includes courses such as global marketing, logistics, trade finance, export and import compliance, sourcing, and an online review for the Certified Global Business Professional (CGBP) exam. WCTC has a strong reputation in the international trade community of Wisconsin, with over 25 years of providing credit courses as well as workshops for local businesses. Dragotta has over 25 years of international trade experience. Prior to joining WCTC in 2011 she was an Export Development Manager for the Wisconsin Department of Commerce, working with Milwaukee area companies to expand their exports. Prior to joining Commerce, she worked in the private sector in international sales, with a focus on Latin America. She is a Certified Global Business Professional (CGBP), a board member of the MMAC World Trade Association, and a member of the Wisconsin District Export Council. She has an undergraduate degree from the University of Wisconsin-Madison, and an MS in International Business Management from the University of Wisconsin-Milwaukee.

    Email: sdragotta@wctc.edu

  • https://player.vimeo.com/video/438364787

  • Key things you will learn to help your business

    • How to complete a detailed Proforma Invoice
    • Use of Incoterms® Rules (2010/2020)
    • Important payment terms considerations
    • Trade compliance topics to include on a Proforma Invoice
  • 0.5
  • 20/07/2020

Expert

Susan Dragotta, MS, CGBP

Susan Dragotta is the lead instructor for the Global Business program at Waukesha County Technical College located just west of Milwaukee, Wisconsin. The Global Business program includes courses such as global marketing, logistics, trade finance, export and import compliance, sourcing, and an online review for the Certified Global Business Professional (CGBP) exam. WCTC has a strong reputation in the international trade community of Wisconsin, with over 25 years of providing credit courses as well as workshops for local businesses. Dragotta has over 25 years of international trade experience. Prior to joining WCTC in 2011 she was an Export Development Manager for the Wisconsin Department of Commerce, working with Milwaukee area companies to expand their exports. Prior to joining Commerce, she worked in the private sector in international sales, with a focus on Latin America. She is a Certified Global Business Professional (CGBP), a board member of the MMAC World Trade Association, and a member of the Wisconsin District Export Council. She has an undergraduate degree from the University of Wisconsin-Madison, and an MS in International Business Management from the University of Wisconsin-Milwaukee.

Email: sdragotta@wctc.edu



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