Getting started with QuoteCloud

Contract rate schedules your customers sign

A customer's lanes, zone rates, minimums, accessorials and fuel clause in one schedule, approved by your pricing lead and signed by both sides of the customer.

QuoteCloud lets carriers send each contract customer a rate schedule from a template: zone rates and minimums, accessorials, the fuel surcharge clause and terms, with last year's rates beside the new ones. Discounts beyond your limit need approval on Business, several signers accept online, and the expiry date drives next year's review.

Last reviewed by the QuoteCloud team

A schematic zone map, not to scale: Wexmoor's Northgate distribution centre joined by roads to four depots, each with a rate sign. Each zone takes a turn as the live route while its row in Bramblewood Homewares' 2027 road freight rate schedule lights: Metro to Riverside, 38 km, $0.14 to $0.145 a kg, minimum $75; Regional to Lakeview, 210 km, $0.22 to $0.228, minimum $110; Long-haul to Port Ellery, 640 km, $0.31 to $0.321, minimum $160; Remote to Ashcombe, 1,180 km, $0.48 to $0.497, minimum $240. Then every lane lights and an approval stamp lands: In Review, 6% below the standard card, approved by Callan, waiting for Helen.

Bramblewood's 2027 rate schedule, part by part

What Sophie, the logistics manager, and Marcus, the finance director, read before they sign. Every part is a block in Wexmoor's rate schedule template.

  1. The customer, the lanes and the dates

    Who the rates are for, the four lanes from Northgate, the dates they apply and the volume they assume, in an intro written once in the template.

    Wexmoor Freight & LogisticsContract rate schedule WF-RS-2027-014 Sample · fictional business
    A semi-trailer truck on an open highway under heavy cloud, in black and white

    Contract rate schedule

    2027 road freight rate schedule

    Prepared for Bramblewood Homewares · Sophie Lindqvist · Mon 16 Nov 2026 · Rates apply 1 Jan to 31 Dec 2027

    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.

  2. Pricing desk edits

    Zone rates, minimums and full pallets

    Per kg on the chargeable weight, a minimum per consignment and a full-pallet price for each zone. This year's rate is struck through beside next year's, so the increase reads at a glance.

    Zone rates, 2027

    Rates per chargeable kg ex tax · cubic conversion 250 kg per m³

    ZoneLanes from NorthgatePer kgMinimumFull 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
  3. From your content library

    Accessorials and the fuel clause

    Tail-lift, booked times, hand unloading, waiting time and pallet exchange, then how the fuel surcharge applies. Keep the wording in a content library so every schedule says it the same way.

    Content libraries: Essentials and up

    Zone rates, 2027

    Rates per chargeable kg ex tax · cubic conversion 250 kg per m³

    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).

  4. Locked block

    Terms that end on a date

    Rates, fuel, volumes, invoicing, claims and an expiry date. The expiry date puts the schedule on the Expiring Soon filter when next year's rate review is due.

    Content locking: Business plan

    Schedule terms

    Starts1 Jan 2027
    Expires31 Dec 2027
    1. RatesThe zone rates, minimums and accessorials in this schedule, applied to each consignment on the chargeable weight.
    2. Fuel surchargeApplied to linehaul at our published monthly rate; we give 14 days' notice of a change.
    3. VolumesRates assume about 5,000 consignments a year. We'll review them with you if volumes change by more than 20%.
    4. InvoicingConsignments are invoiced weekly by Wexmoor on your account, 30 days.
    5. ClaimsDamage or loss reported within 7 days of delivery, as set out in our conditions of carriage.
    6. ExpiryThis schedule ends on 31 Dec 2027. We'll send you the next year's schedule to review before then.
  5. Customer signs

    Operations and finance both sign

    Sophie has signed; Marcus has his own link and signs when he's ready. Neither needs an account, and the certificate of authenticity covers both signatures.

    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

Negotiated below the card? It waits for approval first.

Bramblewood commits to about 5,000 consignments a year, so Ines agreed rates 6% below Wexmoor's standard card. Wexmoor's rule sends any schedule with a discount over 5% to the pricing desk lead and the general manager.

The schedule sits In Review until both approve, and only then can Ines send it. Callan has approved; Helen's approval is the last one outstanding.

  • Triggers: a discount % or a total value
  • Every approver must agree
  • Sent only once approved

Approval workflow: Business plan

Pricing approvals & margins
Wexmoor Freight & LogisticsContract rate schedule WF-RS-2027-014 Sample · fictional business

Zone rates, 2027

Rates per chargeable kg ex tax · cubic conversion 250 kg per m³

ZoneLanes from NorthgatePer kgMinimumFull 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

Document workflow

In Review

Triggered when Discount percentage greater than 5%

  • Callan MercerPricing desk leadApproved
  • Helen AshdownGeneral managerWaiting

Must be approved by all approvers before it can be sent.

  1. Approval request sent by Ines Okoye
  2. Approved by Callan Mercer

Approval workflow · Business plan

Whatever basis you charge on

A rate schedule is a document you design, so the columns follow how you price, not a fixed form.

  • Per kg

    Zone rates on the chargeable weight, with a minimum per consignment, as in Wexmoor's schedule.

  • Per pallet

    A price per pallet space by zone, common for general freight and store deliveries.

  • Per consignment

    Flat rates by zone and size band, the usual shape for couriers and parcels.

  • Full loads

    A rate per load for each lane and vehicle type, with waiting time and extra drops.

Turn your rate card into a schedule template

Free for 14 days, no credit card required. Send us this year's rate schedule and we'll convert one template for you during the trial.

Rate reviews

Last year's rate struck through, next year's beside it

Customers don't have to find last year's PDF to see what changed. The schedule shows both, with the change on each zone, and the signature is on the same page.

Rate reviews & contract renewals
Wexmoor Freight & LogisticsContract rate schedule WF-RS-2027-014 Sample · fictional business

Zone rates, 2027

Rates per chargeable kg ex tax · cubic conversion 250 kg per m³

ZoneLanes from NorthgatePer kgMinimumFull 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

From negotiated rates to a signed schedule

How an account manager sends a contract rate schedule with QuoteCloud.

  1. Start from the schedule template

    Cover, rate table, accessorials, fuel clause and terms are already in it.

  2. Enter the agreed rates

    Next year's zone rates and minimums beside this year's, and the volume they assume.

  3. Set the dates

    Start, end and an expiry date, so the schedule shows up when next year's review is due.

  4. Approval, if it's below the card

    On Business, a discount past your limit waits In Review for your approvers.

  5. Both signers accept

    Each signer gets a link; the certificate of authenticity covers every signature.

Rate schedule questions, answered

Can both our customer's operations and finance people sign the schedule?

Yes. A QuoteCloud document can have several signers, each signing online without an account, and the certificate of authenticity covers every signature. A signing order isn't set: each signer gets their own link.

Can a negotiated discount need approval before it goes out?

Yes, on the Business plan. Approval rules trigger on a discount percentage or a total value, so a schedule below your standard card waits In Review until your approvers agree, and only then can it be sent.

Does QuoteCloud apply the schedule's rates to each consignment?

No. The schedule is the signed agreement. Rating, booking and invoicing consignments stay in your transport management and accounting systems; QuoteCloud sends the schedule and records who signed it and when.

How do we change a rate halfway through the year?

Revise the signed schedule with Revise Last Version, change the rate and send it back for signature. On Business, version history keeps every version, so you can show the customer what changed.

Can we keep our fuel surcharge clause the same in every schedule?

Yes. Save the clause, your claims wording and conditions of carriage in a content library (Essentials and up) and add them to each template. On Business you can lock those blocks so they aren't edited schedule by schedule.

Will QuoteCloud renew the schedule automatically?

No. A schedule ends on its expiry date and nothing renews by itself. The Expiring Soon filter shows which schedules end next, so your team can send next year's rates in good time.

More questions from freight and 3PL teams

More for freight & 3PL teams

Every page of the logistics guide.

Your next rate schedule, signed and dated

Free for 14 days. No credit card required.