Freight Forwarding
Automated Quotation Generation
Centralize vendor rate cards and generate client-ready freight quotes in minutes instead of days.
The problem
Sales reps often build quotes from scattered Excel files and carrier PDFs, which creates pricing inconsistencies and costs deals when turnaround is too slow.
Implementation
Store ocean, air, and local haulage rates in one searchable table and let the quote workflow assemble the right pricing automatically.
Workflow steps
- Maintain one rate-card database for vendors, lanes, and container sizes.
- Select the origin, destination, and shipment details from controlled inputs.
- Generate a branded PDF quote with markup and pricing logic applied automatically.
Expected result
Cut quote turnaround from days to minutes, reduce pricing errors, and help the sales team respond before competitors do.
Why this works in Norbital
Each step reads and updates the same records. Forms, approvals, automations, and reports do not need separate data copies.