The Operational Platform for Global Trade & Export Execution
Exovia Trade unifies trade lead qualification, multi-currency quotations, shipment logistics, and standardized international trade documentation into a single, tenant-isolated system for trading enterprises.
Built for the Realities of Cross-Border Trade
Exovia Trade provides the operational tooling trade businesses need to qualify requirements, issue enforceable quotes, coordinate freight, and generate compliant documentation.
International Lead Lifecycle
Track every import and export enquiry through structured stages with commercial valuations, trade directions, and scheduled follow-up commitments.
- Pipelines: New Inquiry → Qualified → Supplier Search → Won/Lost
- HS code classification and product specifications
- Estimated deal value with multi-currency support
- Timezone-aware follow-up interaction scheduling
Multi-Currency Quotation Builder
Build itemized commercial quotations with line items, Incoterms, and additional charges. Once sent, quotations are revision-locked to ensure data integrity.
- Line-item unit pricing, taxes, and freight charges
- Formal status workflow: Draft → Sent → Negotiation → Accepted
- Automatic superseding of previous quote revisions upon edit
- Clean PDF export for formal buyer presentations
Order & Shipment Execution
Convert accepted quotations directly into operational trade jobs. Coordinate with suppliers, freight forwarders, and Customs House Agents (CHAs).
- Job stages: Planning → Production → In Transit → Customs → Delivered
- Container, seal number, and vessel voyage tracking
- Customs House Agent (CHA) and carrier assignment
- Operational task checklists and milestone timelines
Standardized Trade Document Hub
Generate compliant international trade documents directly from job data, eliminating manual copy-pasting across disparate spreadsheets.
- Commercial Invoices (LC & TT terms, notify parties)
- Packing Lists with gross/net weight and marks & numbers
- Pre-Shipment Invoice Cum Packing List (dual currency / RoDTEP)
- Advance Cargo Declaration (21 customs fields) & Purchase Orders
Trade Counterparty Directory
Maintain an authoritative directory of all trade counterparties categorized by role, complete with contacts, addresses, and document history.
- Categorized by: Buyer, Supplier, Forwarder, CHA, and Manufacturer
- Multi-channel contact logging: Email, Phone, WhatsApp, WeChat
- Company-level document attachments and tax identifiers
- Linked involvement across all trade leads and orders
Follow-Up Sequences & Reminders
Design structured multi-step outreach sequences to ensure buyer inquiries and quotations are diligently followed up without slipping through the cracks.
- Multi-step templates with configurable day and hour offsets
- Channel routing: Email, Phone, WhatsApp, and Meetings
- Pre-composed message copy and attached collateral
- Direct assignment to lead owners and team operators
The Real End-to-End Trade Lifecycle
Exovia Trade models the physical, commercial, and regulatory reality of international transactions at every step.
Lead Intake & Requirement Qualification
Inbound export or import inquiries are logged with country origin/destination, HS codes, volume, and target pricing. Operators record buyer and supplier counterparties, calculate preliminary commercial values, and schedule structured follow-up touchpoints.
Commercial Quotation & Negotiation
Operators construct formal quotations with line items, Incoterms (FOB, CIF, CFR), payment terms (Letter of Credit, TT advance), and line-item charges. Once dispatched to the buyer, any price or term adjustments create a revision while locking previous versions as Superseded.
Order Booking & Shipment Logistics
Winning a quotation transitions the agreement into an active operational job. Teams assign manufacturers, freight forwarders, and Customs House Agents (CHAs) while monitoring container IDs, seal numbers, vessel routes, ETAs, and customs clearance tasks.
Trade Document Generation & Audit Logging
Operators generate compliant international trade documents (Commercial Invoices, Packing Lists, Pre-Shipment Invoices, Advance Cargo Declarations) directly from populated job data. Every record modification, login, and send event is recorded in an immutable security audit trail.
Automated International Trade Documents
Exovia Trade generates standardized, compliant PDFs populated directly from your operational job and lead records—ready for customs submission, banks, and buyers.
Official commercial invoice supporting Letter of Credit (LC) and TT advance payments. Includes notify party, banking coordinates, marks & numbers, and incoterms.
Comprehensive packing breakdown detailing gross and net weights, individual package marks and numbers, total package counts, and shipping container references.
Combined export invoice and packing list formatted for Customs House Agents (CHAs) and Chartered Accountants, featuring dual-currency USD/INR conversion, LUT declaration, and RoDTEP notice.
Standardized 21-field declaration for ocean carriers and customs pre-shipment clearance, covering vessel voyage, container IDs, seal numbers, and US Customs indemnity clause.
Pre-shipment commercial agreement document establishing preliminary quantities, pricing, payment schedules, and port specifications for buyer import permits.
Official procurement order issued to local suppliers and manufacturers, capturing itemized prices, delivery terms, tax breakdown, and shipping instructions.
Legally binding sales offer generated from active lead inquiries, itemizing unit rates, Incoterms, validity expiry, and company signatures in clean PDF format.
Transparent & Secure Google Workspace Integration
Exovia Trade provides optional email connectivity so trade operators can send quotations and follow-ups from their own business email address while keeping communications linked to the correct trade deal.
Why Exovia Trade Requests Access to Google Email Services
In international commerce, buyers and suppliers expect commercial communications to originate directly from the authorized company email address they recognize, rather than a generic platform notification address.
When an organization administrator chooses to connect an email account via Google OAuth, Exovia Trade uses that connection solely to dispatch user-initiated trade quotations, execute scheduled follow-up steps, and link incoming correspondence with the relevant lead or shipment record.
Authorized Google OAuth Scopes & How They Are Used
Send Outbound Trade Communications
Allows Exovia Trade to send trade quotations, follow-up messages, and transaction updates directly from your connected business mailbox when requested by your team.
Verify Account Ownership
Allows the application during the OAuth callback flow to identify and confirm which Google email address was authorized and link it to your organization profile.
Read Relevant Trade Threads
Allows the platform to detect incoming buyer or supplier replies to previously sent trade inquiries and display them directly within the corresponding lead workspace.
Organize Communication Threads
Allows the application to apply organizational labels or read markers to trade messages processed inside Exovia Trade, preventing duplicate tracking.
Connecting an email account is entirely optional. All core ERP capabilities—including lead management, quotation calculations, shipment tracking, document generation, and audit logs—function normally without connecting a Google account.
You can disconnect or delete your connected email account at any time from Organization Settings → Email Accounts. Disconnection immediately purges all stored access and refresh tokens from our database.
All OAuth credentials and tokens are encrypted at rest in our PostgreSQL database using AES encryption. Tokens are never exposed to client browsers or returned in API queries.
Exovia Trade adheres strictly to the Google API Services User Data Policy, including Limited Use requirements. Your email data is never used for advertising, never sold, and never shared with external parties.
Rigorous Architecture Grounded in Code
Exovia Trade is engineered from the ground up for strict multi-tenant isolation, granular access permissions, and continuous operational auditability.
Strict Tenant Data Isolation
Every database query and storage interaction enforces tenant-level scoping. One organization's leads, quotations, documents, and counterparties are completely invisible and inaccessible to any other tenant.
Role-Based Access Control (RBAC)
Granular permission mapping controls user privileges across leads, commercial quotations, job execution, document issuance, and organization settings. Team invitations are secured by single-use signed tokens.
Immutable System Audit Trails
The platform maintains comprehensive audit records tracking user actions, entity creations, updates, status changes, timestamps, and client IP addresses for complete organizational accountability and security oversight.
Secure Document Generation
Commercial invoices, packing lists, and advance cargo declarations are generated with strict data consistency, encrypted in transit over HTTPS/TLS, and stored in protected cloud object storage with authenticated access proxies.
Account & Integration Controls
Users and organization administrators have complete control over connected email accounts, passwords, active sessions, and personal profiles, with direct options to disconnect mailboxes or request account closure.
Direct Support & Governance
We provide direct contact with our platform administrators at admin@exovia.trade for security inquiries, verification questions, and data management assistance.