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Performance Snapshot
Conversion Rate
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Drafts · Pending Cost · Sent · Revised
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📈 Quote Velocity
Last 12 weeks
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Best week
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🏆 Top Customers · Conversion
Min 3 closed quotes
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💼 Top Customers · Volume
By accepted quote value
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🌍 Top Routes
By quote count
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⚠️ Expiring in 5 Days
Active quotes — follow up before they expire
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Open Quotes
Stage
Mode
Quote # Customer Shipper Route Mode Cargo Status Age Total Profit
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Status
Mode
0 selected
Quote # Date Customer Shipper Route Mode Cargo Sell (USD) Profit By Status Actions
🚢 All Shipments
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Status
Mode
Shipment # Quote # Customer Route Mode Incoterm Status Current State Created
Customers
Country
Activity
Code CompanyContacts 📧 📱 Country Sales Activity Docs %TermsActions
Salesmen
Branch
Status
Initials Name Branch 📧 📱 Custs Quotes YTD Ships YTD Rev YTD Last Act. Status Actions

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Opened By
Manage the list of people who can be selected as "Opened By" on a quote
Name Email Branch Actions

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Tariff Rates
Buy rates per carrier/route — auto-fills quote costs
Origin
Destination
Mode
Carrier
0 selected
FromToCarrierModeUnit Buy RateTTFDDCurValid FromValid UntilStatusNotes
Carriers
Type
Status
Code Name Type Tariffs Quotes YTD Last Used StatusActions
Agents
Country
Service
Status
Code Company Country Service 📧 📱 Contacts Quotes YTD Last Activity StatusActions
Shippers
Country
Status
Code Company Country Referent 📧 📱 Ships YTD Last Shipment StatusActions
Charge Library
Mode
CodeNameCategoryModeGroupBasis / UOM CostSellCurVAT?Fixed?
⚓ Sea Ports
0Total Ports
0Missing UN/LOCODE
0Used in Tariffs
0Active (90d)
Search
Region
0 selected
Code (Tariff) UN/LOCODE (XML) Name Country Region Quotes YTD Tariffs Last Used
✈️ Airports
0Total Airports
0Missing UN/LOCODE
0Used in Tariffs
0Active (90d)
Search
Region
0 selected
IATA (Tariff) UN/LOCODE (XML) Name Country Region Quotes YTD Tariffs Last Used
Settings
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Quote Information
Customer & Parties
Route
Cargo — Ocean
Select Container Types
20GP
40HC
20RF ❄️
40RF ❄️
45HC
20OT 🔓
40OT 🔓
20FR 🚜
40FR 🚜
⚠️ Hazardous / DG Cargo
📊 Cost Intelligence
DateQuote #Agent / SourceCarrier Local CostFreightTotal CostMode
Charges
Terms & Conditions
Exclusions (uncheck to remove from this quote)
Custom Exclusion
Base Terms (auto-loaded from template — click to edit)
✨ Smart Fill from Email
Paste the customer's enquiry email below and AI will auto-fill Customer, Route, Cargo, and Incoterm. You can always edit the filled values in the Summary tab.
Tip: Smart Fill works best when the email mentions origin/destination, container type or weight, and incoterm. After auto-filling, jump to the Summary tab to review and finalize.
Agent Cost Comparison v9.7 FUNCTIONAL
Compare agent quotes side-by-side. Pre-seed follows your lane + mode; add more charges via quick-pills or the custom button. Your Tariff auto-fills if the lane matches a saved tariff.
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Agent Quotes — Upload / Paste / Type Manually
Quick-add Charges
Appends a new row — pick a charge from the dropdown in the Charge column.
📎 Supporting Documents
📤
Drop files here or click to browse
Booking requests, commercial invoices, packing lists, agent quotes — anything relevant to this enquiry.
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🕒 Quote History & Activity
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New Customer

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Charge Definition

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Sidebar Access

Tick the sections this user can see in the sidebar. Admin role automatically has full access — no ticks needed.

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Import Customers

Paste CSV data: Code, Name, Email, Phone, Country, Contact, Salesman, Payment Terms — one row per line.

📊 Options Comparison

⚡ Quick Quote

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