Freight quotes priced by your own rate tables
Pallets, weights and the lane go into your rate calculator inside the quote; its cells price the linehaul and fuel lines, and the customer ticks accessorials and accepts online.
- 5/5 on G2
- 4.2 on Capterra
- Building QuoteCloud since 2013
QuoteCloud is quoting and eSignature software for carriers, freight forwarders, 3PLs and couriers. Your rate calculator becomes a Spreadsheet block inside the quote: chargeable weight, zone rates and fuel surcharge set the price lines' descriptions and unit prices, and the total comes back into a cell. Customers tick accessorials and accept online.
Last reviewed by the QuoteCloud team
A drawing of a fictional carrier's cross-dock, Wexmoor Freight & Logistics at Northgate: a warehouse with four dock doors and a 13.6 metre curtainsider backed onto door 3 with its curtain open on 22 pallet spaces, a prime mover in front and the road out to Port Ellery, 640 km, drawn as the live route. An enlarged detail shows one pallet, 1200 by 1000 by 1500 millimetres. In front, the lane quote card for Bramblewood Homewares takes turns through three loads: 6 pallets, 2,700 kg chargeable, $1,165.84 inc tax, $194.31 a pallet; 12 pallets, 4,320 kg, $1,820.45, $151.70 a pallet; and a full load of 22 pallets, 9,900 kg, $4,000.45, $181.84 a pallet. The linehaul and fuel lines take their description and unit price from cells in the lane calculator, and the total goes back into the sheet for the price per pallet.
Try it: a lane quote priced by your rate calculator
Change the request and watch the sheet work out the chargeable weight and the connected lines follow. Then tick an accessorial as the customer would and accept the quote.
Demo with a fictional carrier and customer: nothing is sent, booked or charged.
Lane calculator · Spreadsheet block
=MAX(B7,B8)
Quote tab
| Row | A | B | C |
|---|---|---|---|
| 1 | Lane quote | Value | Line description · note |
| 2 | Pallets | 6 | Typed from the request |
| 3 | Height per pallet (m) | 1.50 | On a 1.2 × 1.0 m pallet |
| 4 | Weight per pallet (kg) | 180 | Typed from the request |
| 5 | Cube (m³) | 10.80 | |
| 6 | Cubic conversion | 250 | kg per m³, your factor |
| 7 | Cubic weight (kg) | 2,700 | |
| 8 | Actual weight (kg) | 1,080 | |
| 9 | Chargeable weight (kg) | 2,700 | The greater of the two |
| 10 | Lane | Northgate → Port Ellery | Chosen from the Rates tab |
| 11 | Zone | Long-haul | |
| 12 | Rate per kg | $0.31 | Your zone rate |
| 13 | Minimum charge | $160 | Your zone minimum |
| 14 | Linehaul | $837.00 | Linehaul Northgate → Port Ellery · 6 pallets · 2,700 kg chargeable |
| 15 | Fuel surcharge | $154.85 | Fuel surcharge 18.5% of linehaul |
| 16 | Quote total | Price table$1,165.84 | From the price table, inc tax |
| 17 | All-in per pallet | $194.31 | Total ÷ pallets |
Rates tab
| Row | A | B | C |
|---|---|---|---|
| 1 | Lane | Zone | km |
| 2 | Northgate → Riverside | Metro | 38 |
| 3 | Northgate → Lakeview | Regional | 210 |
| 4 | Northgate → Port Ellery | Long-haul | 640 |
| 5 | Northgate → Ashcombe | Remote | 1,180 |
| 6 | Zone | Per kg | Minimum |
| 7 | Metro | $0.14 | $75 |
| 8 | Regional | $0.22 | $110 |
| 9 | Long-haul | $0.31 | $160 |
| 10 | Remote | $0.48 | $240 |
| 11 | Cubic conversion | 250 | kg per m³ |
| 12 | Fuel surcharge | 18.5% | This month |
| 13 | Tail-lift delivery | $68 | Per consignment |
| 14 | Booked delivery time | $22 | Per consignment |
- Typed in
- Your rate or factor
- Connected to the price table
- Quote!C14 · B14 → linehaul line: $837.00
- Quote!C15 · B15 → fuel line: $154.85
- Total → Quote!B16 → all-in per pallet: $194.31
Lane quote · Tue 3 Nov 2026 · Valid 7 days
Northgate → Port ElleryFor Bramblewood Homewares · Sophie Lindqvist
Your quote
Freight
AccessorialsTick what the delivery needs
- Subtotal
- $1,059.85
- Tax (10%)
- $105.99
- Total
- $1,165.84
Accept this quote
Sophie Lindqvist · Logistics manager
Accepted online · Tue 3 Nov, 2:18 pm
- Lane
- Northgate → Port Ellery
- Chargeable
- 2,700 kg
- Total
- $1,165.84 inc tax
- Terms
- Your account, 30 days
Certificate of authenticity and audit trail attached
A demo with a fictional carrier: nothing is sent, booked or charged. In QuoteCloud the calculator is a Spreadsheet block you build once in your lane quote template, with your own rates, cubic conversion, minimums and fuel surcharge, or import from your existing .xlsx. Any cell connects to a price line's description and unit price, and the quote total comes back into a cell. QuoteCloud runs the maths you set up: it doesn't fetch rates or fuel indexes, and it doesn't book, track or invoice the freight.
From a customer's request to an accepted quote in five steps
What happens between an email asking for a price and your pricing desk seeing the quote accepted.
Start from your lane template
Your lane quote template holds the cover, your conditions of carriage and the rate calculator.
Type in the request
Pallets, size, weight and lane go into the sheet's input cells, or Zapier writes them from your booking form.
The sheet prices it
Your formulas work out the chargeable weight, the zone rate or minimum and the fuel surcharge.
Cells set the lines
Connected cells write the linehaul and fuel lines' descriptions and unit prices; accessorials stay as lines to tick.
The customer accepts
They tick a tail-lift or a booked time, accept and sign online, and you get the certificate of authenticity.
Quotes and reports drafted by your AI assistant, checked by your team
With QuoteCloud's MCP service, an AI assistant you already use can be set up to work with QuoteCloud and the systems around it. Two jobs a freight business repeats every day and every quarter:
A spot quote from an email
Customer email to the pricing desk
Marcus Abara, Coldwater Fresh Co.
Can you price 4 chilled pallets from Lakeview to Port Ellery, picking up Thursday evening and there before 6 am Friday? About 450 kg each.
What the assistant may read
- Your chilled rate tablesRead only
- The customer's account in QuoteCloudRead only
- Your spot quote templateCreate drafts
- Finds the customer and the templateColdwater's details and your chilled spot quote template.
- Prices it from your rate tablesChargeable weight, your chilled rate, this month's fuel surcharge and the before-6-am fee.
- Creates a draft quoteLines added from your price list, the temperature report as an option to tick.
- Your pricing desk reviews itA 6% returning-customer discount waits for Callan's approval.
- A person sends it; Marcus acceptsHe ticks the logger report, accepts and signs online.
What it leaves in QuoteCloud
A quarterly service report
Scheduled for the first week of each quarter
Ines Okoye, account manager
Draft Bramblewood's Q3 service review from the shipment export: consignments, on-time delivery by lane, claims, and options for the peak.
What the assistant may read
- Shipment export from your TMSRead only
- Last quarter's review in QuoteCloudRead only
- Your service report templateCreate drafts
- Reads the quarter's shipments1,284 consignments from the export, grouped by lane.
- Works out the numbers you reportOn-time delivery against your 95% target, pallets moved, claims.
- Drafts the reportTiles and lane bars filled in, commentary written as a draft flagged for review.
- Ines checks and edits itShe rewrites the Ashcombe note and adds the peak options as lines to tick.
- Sophie acknowledges itShe ticks two options and acknowledges the review online.
What it leaves in QuoteCloud
- It creates drafts. A person reviews every quote and report.
- Your approval rules still apply to anything it prepares.
- Nothing goes to a customer until someone on your team sends it.
- It reads only the systems and records you allow.
Illustrative: with QuoteCloud's MCP service (Essentials and up) your AI assistant can be set up to do jobs like these; the steps describe what an implementation can do, not named QuoteCloud tools. Your rates, shipment data and targets stay in your own systems; QuoteCloud doesn't track shipments or measure service levels.
Every document a freight business sends after the first quote
The same templates, price lines and online acceptance, set up for warehousing, contract customers and the quarterly review.
Your 3PL pricing model
=B2*B3*B4
Storage tab
| Row | A | B | C |
|---|---|---|---|
| 1 | Monthly charges | Value | Note |
| 2 | Pallets stored (average) | 180 | From your forecast |
| 3 | Weeks per month | 4.33 | Your billing basis |
| 4 | Storage per pallet per week | $4.80 | Your rate |
| 5 | Pallet storage | $3,741.12 | Pallet storage, 180 pallets average |
| 6 | Inbound pallets a month | 120 | From your forecast |
| 7 | Receiving per pallet | $9.50 | Unload, check, put away |
| 8 | Inbound handling | $1,140.00 | |
| 9 | Orders a month | 3,200 | From your forecast |
| 10 | Pick & pack per order | $2.10 | Up to 3 lines |
| 11 | Pick & pack | $6,720.00 | |
| 12 | Packaging per order | $0.65 | Carton, fill, label |
| 13 | Packaging | $2,080.00 | |
| 14 | Monthly estimate | $13,681.12 | At forecast volumes |
- Typed in
- Your rate or factor
- Connected to the price table
Set-up and monthly charges
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Set-up, one-off | $5,200 | ||
Warehouse system set-up and SKU load1,840 SKUs from your item file
|
1 | $1,850 | $1,850.00 |
Dedicated zone: racking reconfigured220 pallet positions, Eastvale bay 4
|
1 | $2,400 | $2,400.00 |
Pack stations and label printersTwo stations, your carton sizes
|
1 | $950 | $950.00 |
| Monthly charges at forecast volumes | $0 | ||
Pallet storage, 180 pallets averageDescription and price from Storage!C5 · B5
|
Monthly | $3,741.12 | $3,741.12/mo |
Inbound handling, 120 palletsStorage!B8
|
Monthly | $1,140 | $1,140.00/mo |
Pick & pack, 3,200 ordersStorage!B11
|
Monthly | $6,720 | $6,720.00/mo |
Packaging, 3,200 ordersStorage!B13
|
Monthly | $2,080 | $2,080.00/mo |
| Options Tick to add | |||
| Monthly | $270 | $270.00/mo | |
| 1 | $2,496 | $2,496.00 | |
- Subtotal
- $5,200.00
- Tax (10%)
- $520.00
- Total
- $5,720.00
- Monthly, invoiced by Wexmoor on actual volumes
- $13,951.12/mo
- Set-up deposit on signing (50%)
- $2,860.00
Pallets × weeks × rate, worked out where the customer can see it
Tomasz's pricing model sits in the proposal as a Spreadsheet block: storage, receiving, pick and pack and packaging from Bramblewood's forecast. Its cells set the monthly lines; the set-up is a one-off with half paid on signing.
- Storage, handling and fulfilment as monthly lines
- Options to tick, such as returns processing
- Set-up deposit through Stripe on signing
Spreadsheet block, payments: Essentials and up
3PL & warehousing proposalsYour quarter in numbers
1 Jul to 30 Sep 2026 · from Wexmoor's shipment records
- Consignments1,284+9% on Q2
- Delivered on time96.8%Target 95%
- Pallets moved7,4125.8 per consignment
- Damage claims40.3% of consignments
On time by lane
- Northgate → Port Ellery412 consignments98.1%
- Northgate → Riverside391 consignments96.2%
- Northgate → Lakeview366 consignments97.0%
- Northgate → Ashcombe115 consignments92.2%
Target 95% on time · scale from 85%
Figures from the shipment export of Wexmoor's own transport management system, drafted into this report by our AI assistant and checked by your account manager.
Options for the next quarter
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Tick what you'd like us to start Tick to add | |||
| Monthly | $1,850 | $1,850.00/mo | |
| 1 | $2,496 | $2,496.00 | |
| Monthly | $1,200 | $1,200.00/mo | |
- Subtotal
- $2,496.00
- Tax (10%)
- $249.60
- Total
- $2,745.60
- Plus, monthly
- $1,850.00/mo
The quarterly review, with next quarter's options inside
Consignments, on-time delivery by lane and claims from your own shipment records, your commentary, then the options for the busy months as lines the customer ticks before acknowledging the review.
- Your figures from your TMS export
- Options priced as optional lines
- Acknowledged online, with an audit trail
Spot quote · draft
Chilled pallets, Lakeview to Port Ellery
Four chilled pallets collected Thursday evening from Lakeview, delivered to Port Ellery by 6 am Friday.
Your quote
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Freight | $824 | ||
Chilled linehaul Lakeview → Port Ellery · 4 pallets1,800 kg chargeable · your chilled rate card
|
1 | $702 | $702.00 |
Fuel surcharge 18.5% of linehaulThis month's rate
|
1 | $129.87 | $129.87 |
Delivery before 6 amRates tab · per consignment
|
1 | $45 | $45.00 |
Returning-customer discount 6%Suggested in the draft · needs approval
|
1 | -$52.56 | -$52.56 |
| Options Tick to add | |||
| 1 | $18 | $18.00 | |
- Subtotal
- $842.31
- Tax (10%)
- $84.23
- Total
- $926.54
- Plus, monthly
- $0.00/mo
A spot price back before the truck is gone
A chilled run quoted from your rate card with the fuel surcharge and the early-delivery fee, valid for 48 hours, with a temperature report to tick. The customer accepts on their phone.
- Expiry date on every spot quote
- Accessorials as lines to tick
- Accepted online, no account needed
Send your next lane quote from QuoteCloud
Free for 14 days, no credit card required. Send us your rate spreadsheet and current quote, and we'll convert one template for you during the trial.
A contract rate schedule, block by block
Bramblewood's 2027 road freight rates as Sophie and her finance director read them. Every part is a block in Wexmoor's rate schedule template.
-
Opens on the agreement, not a spreadsheet
The customer's name, the dates the rates apply and an intro written once in your template.
Wexmoor Freight & LogisticsContract rate schedule WF-RS-2027-014 Sample · fictional businessContract rate schedule
2027 road freight rate schedule
Your contracted rates for 2027 on the four lanes from Northgate, 6% below our standard rate card for a committed 5,000 consignments a year.
-
Pricing desk edits
Zone rates, minimums and accessorials
Last year's rate struck through beside the new one, so a rate review reads clearly. Your fuel surcharge clause is written once and reused.
Contract rate schedulesZone rates, 2027
Rates per chargeable kg ex tax · cubic conversion 250 kg per m³
Zone Lanes from Northgate Per kg Minimum Full pallet Metro Riverside $0.14$0.145 +3.6%$75 $58 Regional Lakeview $0.22$0.228 +3.6%$110 $92 Long-haul Port Ellery $0.31$0.321 +3.5%$160 $128 Remote Ashcombe $0.48$0.497 +3.5%$240 $196 Accessorials
- Tail-lift delivery
- $68 per consignment
- Booked delivery time
- $22 per consignment
- Hand unload
- $14 per pallet
- Waiting time after 30 min
- $28 per 15 min
- Pallet exchange
- $9 per pallet
Fuel surcharge applies to linehaul at Wexmoor's published rate for the month of dispatch (18.5% in November 2026).
-
Locked block
Terms with a real expiry date
Volumes, invoicing, claims and the date the schedule ends. Expiry dates feed the Expiring Soon filter, so next year's review starts on time.
Content locking: Business plan
Schedule terms
Starts1 Jan 2027Expires31 Dec 2027- RatesThe zone rates, minimums and accessorials in this schedule, applied to each consignment on the chargeable weight.
- Fuel surchargeApplied to linehaul at our published monthly rate; we give 14 days' notice of a change.
- VolumesRates assume about 5,000 consignments a year. We'll review them with you if volumes change by more than 20%.
- InvoicingConsignments are invoiced weekly by Wexmoor on your account, 30 days.
- ClaimsDamage or loss reported within 7 days of delivery, as set out in our conditions of carriage.
- ExpiryThis schedule ends on 31 Dec 2027. We'll send you the next year's schedule to review before then.
-
Customer signs
Both sides of the customer sign
The logistics manager and the finance director each sign online, with no account needed; the certificate of authenticity covers both.
Accept the 2027 schedule
1 of 2 signed
- Sophie LindqvistLogistics manager SignedWed 18 Nov 2026
- Marcus FeldFinance director Awaiting signature
Schedule summary
- Lanes
- 4 from Northgate
- Term
- 12 months
- Starts
- 1 Jan 2027
- Expires
- 31 Dec 2027
Certificate of authenticity and audit trail attached
Rates below the card get a second look
Set approval rules on a discount percentage or on total value. Bramblewood's schedule is 6% below Wexmoor's standard rate card, so it waits In Review until Callan and Helen approve it, and only then goes to the customer.
Account managers keep negotiating; anything past your limit routes to the pricing desk and the general manager before a customer sees it.
- Triggers: discount % or total value
- In Review until every approver agrees
- Then sent for signature
Approval workflow: Business plan
Pricing approvals & marginsDocument workflow
In ReviewTriggered when Discount percentage greater than 5%
- Callan MercerPricing desk leadApproved
- Helen AshdownGeneral managerWaiting
Must be approved by all approvers before it can be sent.
- Approval request sent by Ines Okoye
- Approved by Callan Mercer
Approval workflow · Business plan
A rate review runway, from 60 days out
How an account team can work its contract renewals in QuoteCloud. You set the timing and the new rates; QuoteCloud gives you the dates, the documents and the signatures.
-
60 days
See which schedules end next
Every signed schedule carries its expiry date. The Expiring Soon filter lists the ones ending first.
Expiring Soon filter -
50 days
Set next year's rates
Duplicate last year's schedule and enter your new rates, with last year's struck through beside them.
Duplicate a document -
45 days
Send them to every contract customer
Bulk send one template as a personalised schedule for each customer, or send them one at a time.
Bulk send Essentials and up -
30 days
Call the ones who opened it
Document tracking shows who has opened the new rates, so follow-up calls go where they count.
Document tracking -
Expiry
Signed before the old rates end
The customer's signers accept online before 31 December.
eSignature
Nothing renews, reminds or sends by itself: expiry dates and filters show what's due, and your team sends the new schedules.
Built around the way freight is sold
The same calculator, documents and signatures, set up for each kind of freight business.
Road carriers
Pallet and full-load lane quotes and contract rate schedules.
Lane quotesFreight forwarders
Tender responses lane by lane, with your terms locked in.
Tenders & RFQs3PL & warehousing
Storage, handling and fulfilment priced from the customer's forecast.
3PL proposalsCouriers
Zone rate cards and account set-ups for regular senders.
Rate calculators
Connected to your TMS, CRM and accounts
Your transport management system or booking form can create a quote from your template through the QuoteCloud API, Zapier or Make from the Essentials plan, and Zapier can send signed and paid events back. HubSpot and Zoho connect through Zapier, Pipedrive through Zapier or Make; Xero and QuickBooks Online are native on Business, otherwise through Zapier.
- TMS Your TMSBookings and shipment data · Zapier, Make or the API
- AI Your AI assistantDrafts for your team · QuoteCloud MCP service
-
HubSpotCRM · via Zapier
- Pd PipedriveCRM · via Zapier or Make
- Zo Zoho CRMCRM · via Zapier
-
XeroAccounting · native on Business, otherwise Zapier
-
QuickBooks OnlineAccounting · native on Business, otherwise Zapier
- GS Google SheetsRate and volume logs · via Zapier
- MT Microsoft TeamsDocument updates, comments and actions
-
StripeSet-up fees and deposits on signing
-
PayPalSpot quotes paid on acceptance
- Za ZapierSigned, paid and form events to your other apps
Logistics templates, ready for your rate tables
Real QuoteCloud templates for transport agreements, warehousing, service levels and quotes. Add your rate calculator, price list and conditions of carriage, and send.
- Agreement template Transportation Services Agreement Services, responsibilities, rates, liability and delivery terms between a transport provider and its customer. View template
- Agreement template Storage Rental Agreement Storage space, fees, access, liability and termination terms: a starting point for warehousing agreements. View template
- Agreement template Service-Level Agreement Service levels and obligations to adapt for delivery windows, reporting and claims for contract customers. View template
- Quote template Price Quote Template A clean price quote with a pricing table: a simple base for lane and spot quotes. View template
All QuoteCloud templates Templates for logistics, freight & transport
Everything a freight business sends
From the first lane quote to the quarterly review, for carriers, forwarders, 3PLs and couriers.
-
Chargeable weight & rate calculatorsYour cubic conversion, zone rates and fuel surcharge in a Spreadsheet block whose cells price the quote lines.Explore
-
AI-drafted quotes & reports with MCPAn AI assistant connected through QuoteCloud's MCP service drafts quotes and reports from your data for your team to review.Explore
-
3PL & warehousing proposalsPallets × weeks × rate, handling, pick and pack in a calculator, an onboarding plan and a set-up fee paid on signing.Explore
- Lane & spot freight quotesA priced lane quote back the same hour: chargeable weight, linehaul, fuel and accessorials, accepted online.
- Contract rate schedulesA customer's lanes, zones, minimums and accessorials in one schedule, approved, signed and dated to expire.
- Freight tenders & RFQ responsesA shipper's lane list answered lane by lane, with your service, insurances and terms as locked library blocks.
- Quarterly service reportsShipments, on-time delivery and claims for each contract customer, with next quarter's options priced inside.
- Rate reviews & contract renewalsExpiring schedules found early, the new rates sent to every contract customer, and each one signed before expiry.
- Pricing approvals & marginsDiscounts and big contracts routed to the right manager, with cost and margin visible only to your team.
- TMS, CRM & accounting integrationsYour transport management system, CRM and accounts, connected the way each one really connects.
- Logistics templatesReal QuoteCloud templates for transport agreements, storage, service levels and quotes.
- QuoteCloud implementation for freight & 3PLYour rate tables rebuilt as a calculator, your templates converted, approvals set and the pricing desk trained.
- FAQAnswers to the questions carriers, forwarders, 3PLs and couriers ask most.
Freight quote questions, answered
What is QuoteCloud for freight and logistics businesses?
QuoteCloud is quoting, proposal and eSignature software for road carriers, freight forwarders, 3PL and warehousing operators and couriers. You send lane and spot quotes, contract rate schedules, warehousing proposals and service reports from your own templates, priced from your own rates, and customers accept and sign online.
Can QuoteCloud work out chargeable weight?
Yes, with your own formulas. The Spreadsheet block is a full spreadsheet inside the quote, with formulas, tabs and .xlsx import, on Essentials and up. Your sheet works out cubic and actual weight, takes the greater, looks up your zone rate and minimum, and its cells set the linehaul and fuel lines' descriptions and unit prices.
Does QuoteCloud know current fuel surcharges or carrier rates?
No. Rates, cubic conversion factors, minimums, fuel surcharges and accessorials are your own figures, kept on a tab of your calculator or in your price list. QuoteCloud runs the maths you set up; it doesn't fetch rates or fuel indexes from anywhere.
Can an AI assistant draft our freight quotes?
With QuoteCloud's MCP service, on Essentials and up, an AI assistant you use can be set up to work with QuoteCloud: for example to draft a quote from a customer's request and your rate tables, or a quarterly report from shipment data. It creates drafts for your team to review; approval rules still apply and nothing is sent without a person.
Does QuoteCloud book, track or invoice freight?
No. QuoteCloud prepares, sends and records the quote, schedule or proposal and the customer's acceptance. Bookings, tracking, dispatch and invoicing stay in your transport management and accounting systems. Zapier, Make or the API can pass a signed quote's details on where your systems have a connector.
Can customers tick accessorials like a tail-lift?
Yes. Accessorials such as a tail-lift, a booked delivery time or hand unloading go in the price table as optional lines. The customer ticks what the delivery needs and the total recalculates before they accept.
How do we send next year's rates to every contract customer?
Give each signed schedule an expiry date and use the Expiring Soon filter to see which end next. Bulk send, on Essentials and up, sends one rate schedule template as a personalised copy for each customer, and document tracking shows who has opened it. Nothing renews or sends by itself.
Can discounts on a rate schedule need approval?
Yes, on the Business plan. Approval rules trigger on a discount percentage or a total value, so a schedule below your standard rate card waits In Review until your pricing lead or general manager approves it, and only then can it be sent.
Your next lane quote, priced by your own rate tables
Free for 14 days. No credit card required.