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Logistics & freight forwarding

Quote request to all-in quote

Reads each quote request and cargo list, prices it with your own tariffs and carrier rates and drafts an all-in quote in CargoWise. Your quotation desk checks and sends it.

A shipping port with stacked containers and cranes
YP×
When
When a quote request arrives
Systems
OutlookExcelCargoWise
Mode
Drafts only. Your quotation desk approves every quote
Problem

Every quote follows the same steps. Read pieces, dimensions, weights and commodity from the request or cargo list. Work out the chargeable weight for the mode. Price it against your tariffs and the carrier rates you hold. Type the result into CargoWise. Requests arrive as spreadsheets, PDFs and email text, each customer in their own format.

What it does

YP reads every line, calculates volume and the chargeable weight for the mode and applies your tariffs, carrier rates, surcharges and margins. It creates a draft all-in quote in CargoWise, with each figure linked to the cargo line or rate it came from.

How it works

See exactly how the work gets done.

The work starts the moment a quote request arrives. A new request in the quotation inbox starts the run. It is read straight away, whether it comes as a spreadsheet, a PDF or email text.

Every price is calculated with your own rates. Tariffs, carrier rates, surcharges and margins come from your own sheets and CargoWise, so the prices come from your data and not from the model.

The draft quote is written into CargoWise. It appears in the system where your team already works, so nobody has to open a new portal.

YP asks when something is unclear and does not guess. A missing dimension, an unclear commodity or a possible dangerous goods line goes to the quotation desk as a question.

Your quotation desk decides what goes to the customer. The desk reviews the draft, adjusts it and sends it, and no quote reaches a customer without their approval.

The outcome

Your quotation desk reviews drafts instead of typing them. Rates and surcharges are applied the same way on every quote.

01
1 draft per request

All-in quote in CargoWise, ready for review

02
Chargeable weight calculated

From pieces, dimensions, weight and commodity per line

03
Quotation desk approves

Every quote, before it reaches the customer

For your numbers

YP drafts an all-in quote from every request, so your quotation desk answers faster, wins more freight and leaves no surcharge off.

How it runs

Designed for enterprise.

Private

Runs on your infrastructure. Drawings, prices, client and claims data never train a model.

Explainable

Not a black box. An AI auditor checks that every task was done as intended and proposes improvements.

Traceable

Every value links to the document, rule or record it came from. Every step is logged. A named person approves anything that leaves the building.

Your systems

Works in your ERP, CargoWise, policy system, GIS and file shares. Nothing is replaced.

Not sure where to start?

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Frequently asked questions