Quoting Agent
Read the lane, check the market, price, reply, and book just like your best rep.
Works using
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No new system.No integrations.
quoted while they're still deciding ↗
- Miles1,186
- Equipment53' reefer, 34°F
- Transit2 days, solo
- Weight42,000 lb
- Linehaul incl. fuel, 1,186 mi3,700.00
- Saturday delivery150.00
- Temperature recorder download0.00
Can you do it for $3,600?
Let me check with Sam, who handles your account. I'll come back within 15 minutes.
- 01Rate request
- 02Lane check
- 03Market rate
- 04Quote
- 05Tender
Instant quotes. Win more deals.
The first good quote usually wins the job. Your agent sends it while the customer is still deciding.
- Request sits in the inbox
- Quote goes out Hours
- Deal lost. The load went to the first fair rate.
With your agent✦ Instant- Picked up the moment it lands
- Drawn, priced, approved, sent minutes
- First in the inbox. Deal won.
Quoting for freight brokers & 3pls is messy
- Minutes matter. First fair rate gets the load
- Inbox flood. Hundreds of spot requests a day
- Guessed rates. Too low loses money, too high loses the load
- Missed details. Hazmat, team, appointment
An agent that handles the messy parts your way.
- 01SpeedMinutes, not hours
- 02Every inbox formatEmails, sheets, portals
- 03Market and historyBoth, every quote
- 04Margin rulesBy customer, lane, equipment
- 05Quote to bookedLogged, then entered
Every quote, by hand. Agents should!
- ManualAgent Read request
- ManualAgent Look up lane
- ManualAgent Market rate
- ManualAgent Lane history
- ManualAgent Accessorials
- ManualAgent Margin
- ManualAgent Reply with rate
- ManualAgent Log the quote
- ManualAgent Book in TMS
- ManualAgent Post the load
No new system. No integrations.
You're not buying software. You're adding an agent that uses the software you have.
- Your screens It uses your CAD, quoting system and inbox with keyboard, mouse and screen.
- Nothing to connect No API projects, no new software, no data migration. Your systems stay as they are.
- Built by talking Explain your process like you'd train a new hire. It learns by doing a real quote.
- You approve Drawings, prices, discounts, sends. Wherever you want a person, it stops and asks.
- Every run on record Screenshots, values read, prices used and who approved, for every quote.
Hand the whole quote to an agent
- Reads the request
- Checks the market
- Checks lane history
- Prices with margin
- Rep approves (as set)
- Replies with rate
- Books when tendered
- Posts for carriers
Agent does itYou decide
Five steps. One quote.
One job, start to finish: Northfield Foods, reefer, Fresno CA → Denver CO.
- 01
It reads the request
Origin, destination, dates, equipment, weight, extras. From any email.
Lane check- Miles1,186
- Equipment53' reefer, 34°F
- Transit2 days, solo
- Weight42,000 lb
Fresno, CA → Denver, CO
- 02
It checks the market
Spot and contract rates for the lane. Your history with this customer.
Market rates · lane historyItem From Price Spot, 7-day avg, reefer Rate tool $3.02 / mi Your last 5 loads, this lane TMS history $3.14 / mi Fuel included Rate tool $0.61 / mi Weekend deliverySaturday delivery Accessorials $150 - 03
It prices the load
Linehaul, fuel, accessorials. Your margin rules, every time.
TMS · QuoteQuote QT-180244Northfield FoodsDraftDescription Qty Unit Amount Linehaul incl. fuel, 1,186 mi 1 load 3,700.00 Saturday delivery 1 ea 150.00 Temperature recorder download 1 ea 0.00 Carrier target $3,350 · margin 13%$3,850.00 all-in - 04
It replies in minutes
In the same thread, in your rep's words, logged in your TMS.
Outlook · New messageToShipping, Northfield Foods
SubjectRE: Rate? Fresno → Denver, reefer, Thu PU
Hi team, $3,850 all-in for Fresno to Denver, 53' reefer at 34°F, Thursday 6am pickup, Saturday delivery. Good through 3pm today. Reply 'book it' and we'll cover it.
Send - 05
It books the win
Tendered? Load entered, posted, carrier search started.
Email · Northfield FoodsCan you do it for $3,600?
Let me check with Sam, who handles your account. I'll come back within 15 minutes.
Answered from: Rule: counteroffers go to the rep
Freight brokers & 3PLs: every step
What the agent does, where you decide, and the rules it checks.
you decide every green box
- Rate request email
- Read lane, dates, equipment
- All details present?No → ask the shipper
- Hazmat, team or oversize?Yes → rep quotes
- Check market rate tools
- Check lane & customer history
- Add fuel & accessorials
- Apply margin rules
- Within auto-quote limits?No → rep approves
- Reply in thread, log quote
- Counteroffer?Yes → rep decides
- Shipper tenders
- Enter load in TMS
- Post to load boards
- Covered. Rate con sent
Agent does it You decide Rule check
Built around how you quote
Not a template. Your steps, your price book, your approvals.
- 01
Explain it once
Talk or type, like training a new hire. Hand over your SOP, price book and a few past quotes.
When a request comes in, first check: all details present? If not, ask the shipper.
Quoting SOP.pdf Price book 2026.xlsx 3 past quotes - 02
Watch it work
It works a real job on your screen. You correct it the way you'd correct a person.
Use the 2026 price book, not last year's.
Got it. Switched to 2026 and re-priced 4 lines.
Read requestDrawingPricing - 03
Save your process
A written procedure and a flowchart. Every run follows the version you approved.
- Read lane, dates, equipment
- All details present?
- Hazmat, team or oversize?
- Check market rate tools
- Check lane & customer history
- Add fuel & accessorials
Change anything. Any time.
Any step, any rule, any approval. Say what changed. Approve the new version.
- Check lane & customer history
- Check this customer's historyAdded
- Hazmat or oversize?Changed
- Reply in thread, log quote
- Shipper tendersRepeat customers: skip
- Hazmat, team or oversize?
Add a step after “Check lane & customer history”: check this customer's history and flag anything unusual.
Step added
New rule: Hazmat or oversize → rep quotes.
Rule changed
Repeat customers under the limit don't need my approval anymore.
Approval changed
Saved as version 4. You approved it. The next run follows it. The last runs keep the version they ran on.
Your rules. Exactly.
Written once in plain English. Followed every time.
- Hazmat or oversize? Rep quotes
- Margin under 10%? Rep approves
- Counteroffer? Rep decides
Never, on any run
- Accept a counteroffer
- Quote below your floor
- Promise a carrier it hasn't found
- Book without a tender
Approvals, where you want them
It stops and asks you.
What it built, what it checked, what looks off and what it suggests. Approve, edit, reject, or take the wheel.
from your desk or your phone ↘
Quote Northfield $3,850 for Fresno → Denver?
Reefer loads over $3,500 need a rep's OK.
Agent suggests: Approve and replyOne item needs a look. Everything else checked out.
QUOTE QT-180244 · Northfield Foods
LaneFresno, CA → Denver, CO · 1,186 mi
Market spot$3.02/mi · 7-day avg
Your history$3.14/mi · last 5 loads
Saturday delivery+$150 accessorial
Carrier target$3,350 · margin 13%
All-in rate$3,850.00
Review notes
- Rate sits between market and your lane history
- Saturday delivery adds an accessorial
- Margin above your 12% floor
Your team, before and after
| Today | With your agent | |
|---|---|---|
| Reply time | When a rep gets to it | Minutes |
| Your reps | Pricing all day | Selling and covering |
| Quotes logged | Some of them | Every one |
| Rate checks | When there's time | Every quote |
One quote, start to finish
if you wish to see it in action!
Conceptual walkthrough with sample data and a fictional company, not a recording of a customer's run. Screens of third-party software are recreated for illustration; product names belong to their owners.
How many hours can you get back?
Your volume, your times, your labor cost. Estimates, not results.
Rate requests × (minutes today − minutes with the agent) ÷ 60 × hourly cost
These are example assumptions, not results. Example for a mid-size brokerage desk: minutes cover reading the request, checking rates, pricing, replying and logging. Use your own numbers.
Questions owners ask us
Can it quote from any email format?
Yes. It reads free-text emails, tables, spreadsheets and portal notices the way a rep does. If a detail it needs is missing, it asks the shipper in the same thread.
Where do the rates come from?
From the rate tools you already subscribe to, under your login, and your own lane history in your TMS. Your margin rules decide the final number.
Will it quote on its own?
Only inside the limits you set: lanes, equipment, customers and dollar ranges. Everything else goes to a rep with the numbers attached.
Does it work in McLeod or Aljex?
It works the screens your reps use. We have no partnership with those vendors and confirm the exact steps on your version before a pilot.
Which lane should we quote first?
Bring a day's worth of rate requests.
no new system. no integrations. ↗