3PL and warehousing proposals priced from the forecast
Pallets × weeks × rate, receiving, pick and pack and packaging worked out from the customer's forecast, an onboarding plan, and the set-up deposit paid on signing.
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- Building QuoteCloud since 2013
QuoteCloud lets 3PL and warehousing operators price proposals from the customer's forecast in a Spreadsheet block: storage per pallet per week, receiving, pick and pack and packaging set the monthly lines. Add an onboarding plan, terms and options to tick; the customer signs and pays the set-up deposit online.
Last reviewed by the QuoteCloud team
A drawing of a run of warehouse racking at Wexmoor's Eastvale warehouse, three bays by four levels, where each drawn pallet position stands for 10 pallets of a 220-position zone, with a pick face on the floor level, a pack bench with cartons in front and a live route from the aisle to the pack bench and out to dispatch. An enlarged detail shows one pallet position on its beam with the location label A-03-2. The forecast takes turns: quiet months, 120 pallets stored, $2,494.08 a month; the forecast average, 180 pallets, $3,741.12 a month; and peak, 220 pallets, $4,572.48 a month. In each, the Storage tab multiplies pallets by 4.33 weeks by $4.80 a pallet a week in cell B5, which sets the description and unit price of the proposal's pallet storage line.
Bramblewood's fulfilment proposal, part by part
Online-order fulfilment from Wexmoor's Eastvale warehouse, as Sophie read it before she signed. Every part is a block in Wexmoor's 3PL proposal template.
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What the zone is for
Storage, receiving, pick and pack and dispatch for the customer's online orders, from a start date, in a dedicated zone.
Wexmoor Freight & Logistics3PL warehousing proposal WF-W-0312 Sample · fictional business3PL warehousing proposal
Online-order fulfilment from our Eastvale warehouse
Storage, receiving, pick and pack and dispatch for Bramblewood's online orders from February, run from a dedicated zone at our Eastvale warehouse.
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Warehouse team's model
The pricing model, in the proposal
Tomasz's model as a Spreadsheet block: the customer's forecast in the typed cells, Wexmoor's rates beside them, and every charge worked out where the customer can check it.
How calculators price the linesYour 3PL pricing model
B5=B2*B3*B4Storage 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 Storage- Typed in
- Your rate or factor
- Connected to the price table
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Customer ticks options
Set-up, monthly charges and options
The one-off set-up, then the monthly lines whose description and price come from the sheet's cells. Returns processing and peak overflow are options the customer ticks.
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 file1 $1,850 $1,850.00 Dedicated zone: racking reconfigured220 pallet positions, Eastvale bay 41 $2,400 $2,400.00 Pack stations and label printersTwo stations, your carton sizes1 $950 $950.00 Monthly charges at forecast volumes $0 Pallet storage, 180 pallets averageDescription and price from Storage!C5 · B5Monthly $3,741.12 $3,741.12/mo Inbound handling, 120 palletsStorage!B8Monthly $1,140 $1,140.00/mo Pick & pack, 3,200 ordersStorage!B11Monthly $6,720 $6,720.00/mo Packaging, 3,200 ordersStorage!B13Monthly $2,080 $2,080.00/mo Options Tick to add Returns processingAbout 150 returns a month at $1.80Monthly $270 $270.00/mo Peak-season overflow, 60 palletsNovember to December1 $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
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Questions answered in the proposal
How the zone works, cut-off times and returns, plus Sophie's question about December gift wrapping and Tomasz's reply, in the document's comment thread.
How the zone works
- A fenced zone in bay 4 with 220 pallet positions, 40 more than your average.
- Orders received by 2 pm leave the same day; later orders the next morning.
- Returns checked, graded and put back to stock or set aside for you to decide.
Sophie LindqvistCan we add gift wrapping for December orders?
Tomasz, WexmoorYes: we'll add it as an option at $1.20 an order before you sign.
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Locked block
Terms with a start and an end
Charges, forecasts, stocktakes, insurance and an expiry date, so the renewal shows up on the Expiring Soon filter.
Content locking: Business plan
Agreement terms
Starts1 Feb 2027Expires31 Jan 2028- ChargesStorage, handling, pick and pack and packaging at the rates in this proposal, invoiced monthly by Wexmoor on actual volumes.
- ForecastsYou send a monthly forecast; storage rates are reviewed if average pallets fall below 120.
- StocktakesA full count each quarter and cycle counts weekly, reported in your quarterly review.
- InsuranceStock is insured by you; our liability is as set out in our warehousing conditions.
- ExpiryThis agreement ends on 31 Jan 2028. We'll send a new agreement to review before then.
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Signed, set-up deposit paid
Sophie signs online and pays half the set-up through Stripe on signing. The monthly charges are invoiced by Wexmoor on actual volumes, outside QuoteCloud.
Payments on signing: Essentials and up
Accept, sign and pay
Sophie Lindqvist · Logistics manager
Signed online · Thu 10 Dec 2026
Set-up deposit on signing (50%)
$2,860.00
Paid via StripePay with card or PayPal
Certificate of authenticity and audit trail attached
Change the forecast and every monthly line follows
Prospects revise their forecast during the sale. Move the sliders: they stand for the typed cells of the Storage tab, and the charge cells, the connected monthly lines and the estimate all follow.
In QuoteCloud your team types the new forecast into the sheet, and the connected lines take their new descriptions and prices. The quantity on each line stays at one month.
- Pallets × weeks × your storage rate
- Receiving, pick and pack and packaging per unit
- Connected cells set each line
Spreadsheet block: Essentials and up
Your forecast
=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 |
Monthly charges at forecast volumes in the proposal
Monthly estimate, ex tax$13,681.12
Shown in the agreement at forecast volumes; Wexmoor invoices actual volumes from its own systems.
Activity-based charges, each with its basis shown
How 3PLs usually price, set out so a prospect can compare you line by line.
Storage
Per pallet per week from the average pallets stored, turned into a monthly line.
Receiving
Per inbound pallet or container: unloading, checking and putting away.
Pick and pack
Per order with a set number of lines, and an extra rate for each line above it.
Packaging
Per order for cartons, void fill and labels, or the customer's own packaging.
Returns
Per return, checked and graded, as an option the customer ticks.
Set-up
One-off: racking, system set-up and SKU load, with a deposit paid on signing.
Bring your 3PL pricing model to the trial
Free for 14 days, no credit card required. Send us your pricing spreadsheet and current proposal, and we'll convert one template for you during the trial.
An onboarding plan the customer can see week by week
A 3PL move is a project: the item file, racking, the web store connected to the warehouse system, first stock, test orders and go-live. The Gantt chart in the proposal shows each step and who's waiting on what.
Ask for the onboarding answers you need, such as SKU count, carton sizes and the web store's platform, inside the proposal with a Forms block, so they come back with the signed document.
- Six-week plan with milestones
- Forms block for onboarding answers
- Live on 1 February
Gantt: Business plan · Forms block: Essentials and up
Forms inside documentsOnboarding plan
From a prospect's forecast to a signed 3PL agreement
How a warehousing team sends a 3PL proposal with QuoteCloud.
Start from your 3PL template
Cover, pricing model, monthly lines, onboarding plan and terms are already in it.
Enter the forecast
Pallets stored, inbound pallets and orders a month go into the typed cells.
Check the lines
Connected cells set the monthly lines; add the set-up and any options to tick.
Plan the onboarding
Adjust the Gantt chart to the customer's go-live date and add your onboarding questions.
Signed, deposit paid
The customer ticks options, signs and pays the set-up deposit online.
Templates to start your 3PL proposal from
Real QuoteCloud templates for storage, service levels and service delivery. Add your pricing model and onboarding plan.
- 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
- Agreement template Service Delivery Agreement Scope, timelines, pricing, responsibilities and performance standards for an ongoing service such as 3PL. View template
All QuoteCloud templates Templates for logistics, freight & transport
3PL proposal questions, answered
Does QuoteCloud bill our monthly storage charges?
No. Monthly charges are shown in the agreement as repeating lines at your rates; you invoice actual volumes from your own systems. QuoteCloud can take a set-up deposit or full payment on signing through Stripe or PayPal, on Essentials and up.
Can the proposal show how each monthly charge is worked out?
Yes. Put your pricing model in a Spreadsheet block in the proposal: the forecast in typed cells, your rates beside them. Connected cells set each monthly line's description and unit price, so the customer sees the basis of every charge.
Can the customer choose options such as returns processing?
Yes. Options go in the price table as optional lines, monthly or one-off, and the customer ticks the ones they want before signing. The totals and the deposit follow what they tick.
Can we collect onboarding details inside the proposal?
Yes. A Forms block, on Essentials and up, asks for onboarding answers inside the document, such as SKU count, carton sizes and order cut-offs. The answers come back with the signed proposal.
Can we show the onboarding plan?
Yes, on the Business plan, as a Gantt chart in the proposal with tasks and milestones such as first stock received and go-live. It's your plan in the document; QuoteCloud doesn't track the project.
What happens when the agreement ends?
Nothing renews by itself. Give the agreement an expiry date and it appears on the Expiring Soon filter when it's due, so your team can send a new proposal in good time.
More for freight & 3PL teams
Every page of the logistics guide.
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- 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.
- FAQAnswers to the questions carriers, forwarders, 3PLs and couriers ask most.
Your next 3PL proposal, priced from the forecast
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