Freight quote draft

A request from Outlook, Trans.eu or TimoCom waits while the sales rep calculates the distance, finds a similar trip in CargoWise and writes up the terms. The assistant prepares a draft quote with a price from your rate sheet and history, and the sales rep adjusts the margin and sends it.

Built for ISO 27001NIS2 DORA

Freight quote draft
  • Rate sheet and distance logic
  • Quote template and draft
  • Integration with TMS history

The customer gets a quote in minutes, while the Trans.eu request is still warm

  • Minutes from a request in Outlook or Trans.eu to a draft
  • Rate sheet a price from your rules, not from memory
  • History similar trips from CargoWise next to the calculation
  • Sales rep adjusts the margin and sends it themselves

At a forwarding or transport company, a transport request is often won on speed. A customer sends the same email to several carriers in Outlook, or posts the cargo on the Trans.eu or TimoCom exchange, and takes the quote from whoever replied first and clearly. Meanwhile the sales rep calculates kilometers, checks CargoWise for what you charged for a similar route last month, remembers whether deferred payment terms apply to that customer, and writes the quote from scratch. When there are many requests, some replies go out the next day, and some prices are calculated from memory and differ from company rules.

The assistant receives the request from Outlook or from Trans.eu and TimoCom notifications and extracts the route, cargo parameters, dates and special requirements. From your rate sheet and the distance it calculates a base price, from the trip history in CargoWise or FireTMS it shows similar earlier cargo with their prices and actual cost, and it prepares a draft quote from your template: price, payment term, loading and delivery terms, liability, validity. The sales rep sees the draft in Outlook next to the basis of the calculation, adjusts the margin or terms and sends it from their own mailbox, or enters the price on the exchange themselves. The assistant sends nothing to the customer and submits no offers on the exchange. We deploy it through the ChatGPT API on the OpenAI platform, where your rate sheet and requests are not used for model training; the rate sheet and trip history stay in CargoWise and your Excel files, and we integrate with CargoWise through an API, a file export or an email flow, depending on the version. We agree the calculation logic and the distance source with you before launch.

How it works

Four steps from input to a record in your system, with human approval wherever there is risk.

Request extraction

The assistant reads the request from Outlook or from a Trans.eu or TimoCom notification and extracts loading and unloading locations, cargo type, weight, pallets, dates, and temperature or ADR requirements. If essential data is missing, it prepares a short question for the customer, which the sales rep sends.

What you get

Rate sheet and distance logic
Rate sheet and distance logic

Your rate tables, surcharge rules and distance source combined into one calculation in Excel or SharePoint that you can change without programming.

Quote template and draft
Quote template and draft

A quote form in your style with the price, terms and validity period, prepared as an Outlook draft for review and sending from the sales rep's mailbox.

Integration with TMS history
Integration with TMS history

A search for similar cargo in your CargoWise or FireTMS by route, cargo type and period, through an API or an export, shown next to the calculation with the actual cost.

Support and tuning
Support and tuning

Monitoring in the first month, analysis of corrections and tuning of the calculation logic based on what sales reps change most often in Trans.eu and Outlook requests.

What we build it with

ChatGPT via API + company rate sheet + trip history from CargoWise or FireTMS + Outlook and Trans.eu requests. We choose the integration method with CargoWise after checking your version. Read more about this service and its limits on the service page.

Frequently asked questions

Does the assistant send the quote to the customer or submit it on Trans.eu itself?

No. The draft is always reviewed and sent by the sales rep from Outlook, and the price on the Trans.eu or TimoCom exchange is entered by the sales rep. That way you keep control of the margin, special terms and the relationship with the customer, and the assistant only saves calculation and writing time.

Does it work with CargoWise and our rate sheet in Excel?

Yes. We take the trip history from CargoWise or FireTMS through an API, a file export or an email flow, depending on the version, and the rate sheet can stay in Excel in a SharePoint folder. We choose the integration method after a check at the start of the implementation. What is not in the rate sheet, the assistant does not guess but flags for the sales rep.

Will OpenAI see our rate sheet and customers?

We use ChatGPT through the API on the OpenAI platform, where, under the contract terms, the data passed is not used for model training. The rate sheet and CargoWise history are stored in your systems, and only the part needed for the specific request is passed to the model. If you prefer, we can deploy the same solution with Claude through Amazon Bedrock in an EU region.

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Expertise confirmed by certifications

This service is delivered by specialists with valid international certifications. Their expertise is confirmed by independent organisations, not by us.

All certifications
  • AISP badge
    AISP PECB

    Artificial Intelligence Security Professional

    AI systems are deployed with protection against data leakage and model abuse.

  • AAISM badge
    AAISM ISACA

    ISACA Advanced in AI Security Management

    The AI security programme and its controls are managed following the ISACA methodology.

  • AAIR badge
    AAIR ISACA

    ISACA Advanced in AI Risk

    AI risks are identified and managed like any other IT risk.

Let's discuss: freight quote drafts

Tell us how this process works for you today and which systems you use. Within 1 business day we will reply with how long implementation would take for a transport company.

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