Rate reviews signed before the old rates expire
Expiring schedules found 60 days out, next year's rates sent to every contract customer, and each one accepted online before 31 December.
- 5/5 on G2
- 4.2 on Capterra
- Building QuoteCloud since 2013
QuoteCloud helps carriers run the annual rate review: expiry dates and the Expiring Soon filter show which schedules end first, bulk send (Essentials and up) sends next year's schedule to every contract customer as a personalised copy, tracking shows who opened it, and customers accept online. Nothing renews by itself.
Last reviewed by the QuoteCloud team
A fictional carrier's QuoteCloud documents list on the Expiring Soon filter: four contract rate schedules end in the next 60 days: Bramblewood Homewares and Coldwater Fresh Co. on 31 December (38 days), Tessaly Medical Supplies on 15 January (53 days) and Orchard & Pine Furniture on 19 January (57 days), each accepted last year.
The annual rate review, worked back from expiry
A sample timetable for an account team with a book of contract customers on calendar-year rates. You choose the dates and the new rates; QuoteCloud gives you the list, the documents, the tracking and the signatures.
-
90 days
Know what you're reviewing
The Expiring Soon filter lists every schedule ending this quarter; last quarter's service reviews show each customer's volumes and lanes.
Expiring Soon filter -
75 days
Set next year's rates
Duplicate each schedule and enter the new zone rates beside last year's. Anything below your rate card waits for the pricing desk.
Approval workflow Business -
60 days
Send to every contract customer
Bulk send one template as a personalised schedule for each customer, or send them one by one.
Bulk send Essentials and up -
45 days
Call the ones who haven't opened it
Document tracking shows who opened the new rates and who hasn't, so account managers know where to call.
Document tracking -
21 days
Settle the lanes in dispute
Answer comments in the schedule and send a revised version for the lanes you renegotiate.
Revise last version -
Expiry
Signed before the old rates end
The customer's logistics and finance signers accept online, with a certificate of authenticity.
eSignature
A sample plan, not a QuoteCloud screen. Nothing renews, reminds or sends by itself: expiry dates and filters show what's due, and your team sends each new schedule.
One rate review, sent to every contract customer
Build next year's schedule once as a template, then bulk send it to your contract customers as personalised copies: each customer gets their own lanes, rates and signers, and their own link.
The send list shows who has opened, who has accepted and who hasn't looked yet. Bramblewood has signed one of two; Coldwater and Tessaly have opened theirs; Orchard & Pine is the call to make today.
- One template, personalised per customer
- Sent, opened and accepted at a glance
- Or schedule the send for a set date (Business)
Bulk send: Essentials and up, volume-based costs
How bulk send works- Bramblewood Homewaressophie.lindqvist@example.com AcceptedSigned by 1 of 2
- Coldwater Fresh Co.marcus.abara@example.com Opened
- Tessaly Medical Suppliesanouk.visser@example.com Opened
- Orchard & Pine Furniturelewis.tran@example.com Sent
- Sent
- 4
- Opened
- 3
- Accepted
- 1
Last year's rate beside next year's, on every lane
A rate increase lands better when the customer can see exactly what moved. Wexmoor's schedule shows each zone's 2026 rate struck through beside the 2027 rate and the change, with minimums and full-pallet rates alongside.
Your fuel surcharge clause and conditions are written once and reused. Both of the customer's signers accept the new schedule online; the old one simply reaches its expiry date.
- Was → now on every zone, with the change
- Expiry date on the new schedule for next year's review
- Several signers, no account needed
Zone 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 | $75 | $58 | |
| Regional | Lakeview | $110 | $92 | |
| Long-haul | Port Ellery | $160 | $128 | |
| Remote | Ashcombe | $240 | $196 |
Fuel surcharge applies to linehaul at Wexmoor's published rate for the month of dispatch (18.5% in November 2026).
Wexmoor's own rates and surcharges, set out in the schedule. QuoteCloud sends and records the signed schedule; it doesn't rate, book or invoice consignments.
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
What changes in the rate review once QuoteCloud is set up
The same review your account team runs every year, with the list, the documents and the follow-up in one place.
Run your next rate review from QuoteCloud
Free for 14 days, no credit card required. Bring last year's schedule and we'll convert it into a template during the trial.
31 December
Next year's rates accepted before this year's run out
No auto-renewals and no surprise increases: each customer sees the new rates, has a chance to question a lane, and signs.
Start the conversation with a service reviewRate review questions
Does QuoteCloud renew rate schedules automatically?
No. Each schedule has an expiry date and the Expiring Soon filter shows which are due; your team prepares next year's rates and sends them, one at a time or with bulk send on Essentials and up. Customers accept online, and nothing renews or increases by itself.
Can we send next year's rates to all contract customers at once?
Yes. Bulk send (Essentials and up, with volume-based costs) sends one template as a personalised copy to each customer on your list, with their own link. The send list shows which customers have opened and accepted their schedule. Each customer signs their own copy online.
Can we schedule the rate review to go out on a set date?
On the Business plan, Scheduled Document Send lets your team choose when a prepared document is sent. Someone on your team still prepares, approves and schedules each send; QuoteCloud doesn't decide to send a rate review by itself. Bulk send is on Essentials and up.
How do we see who hasn't looked at the new rates?
Document tracking shows when each customer opens their schedule. Account managers can call the customers who haven't opened it and leave the rest. QuoteCloud doesn't send payment or signing reminders. The bulk send list also shows sent, opened and accepted for every customer in the review.
What if a customer wants to renegotiate one lane?
They can comment in the schedule and your account manager replies there. Update the lane and send a revised version for signature; on the Business plan version history keeps each version. A new rate below your card can go back through approval first.
More for freight & 3PL teams
Every page of the logistics guide, from the first lane quote to the quarterly review.
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Contract rate schedulesA customer's lanes, zones, minimums and accessorials in one schedule, approved, signed and dated to expire.Explore
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Quarterly service reportsShipments, on-time delivery and claims for each contract customer, with next quarter's options priced inside.Explore
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Pricing approvals & marginsDiscounts and big contracts routed to the right manager, with cost and margin visible only to your team.Explore
- Lane & spot freight quotesA priced lane quote back the same hour: chargeable weight, linehaul, fuel and accessorials, accepted online.
- Chargeable weight & rate calculatorsYour cubic conversion, zone rates and fuel surcharge in a Spreadsheet block whose cells price the quote lines.
- Freight tenders & RFQ responsesA shipper's lane list answered lane by lane, with your service, insurances and terms as locked library blocks.
- 3PL & warehousing proposalsPallets × weeks × rate, handling, pick and pack in a calculator, an onboarding plan and a set-up fee paid on signing.
- 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.
- 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.
Next year's rates, signed on time
Free for 14 days. No credit card required.