Free CargoWise DocBuilder Training Guide

 Free CargoWise Training Guide for Quotations and One Off Quotes

Downloadable Guide to Quoting With CargoWise Modules

A training tool for freight forwarders to create rate cards and spot quotes using the CargoWise Quotations and One Off Quotes modules to improve efficiency and accuracy of internal processes.

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A training tool for freight forwarders to create rate cards and spot quotes using the CargoWise Quotations and One Off Quotes modules to improve efficiency and accuracy of internal processes.​

In this guide, we’ll explore:

  • The importance of utilizing CargoWise quoting modules
  • How to create a quotation in CargoWise
  • How to generate a one off quote in CargoWise
  • CargoWise quoting FAQs
Guide to using quoting modules in CargoWise
Introduction to CargoWise Quotations

The CargoWise Quotations feature is a tool used to create quotes for multiple movements of cargo with matching criteria, similar to a rate card. For instance, a forwarder may use the Quotations module to outline their rates based on various specifications, such as container size, mode of transport, and cargo type. These rates will be valid for a set period of time, after which the forwarder will need to issue a new quotation.

Introduction to CargoWise One Off Quotes

CargoWise One Off Quotes are quotations that apply to a single movement of cargo based on specified details from the customer. While the Quotations feature enables users to create contracts or rate sheets, One Off Quotes help produce spot quotes. Due to the financial risks that arise from market uncertainty, in times in which shipping rates are unstable, the logistics industry tends to shift toward one off quotes.

Benefits of quoting in CargoWise

By managing the quoting process in CargoWise, you can establish a robust system to handle your operations as they scale. Creating a quotation or one off quote in CargoWise enables you to leverage the data you have in the system to maximize speed and accuracy. In delivering timely client communications, you’ll improve customer experience and establish an advantage over slower competitors.