API Access
Programmatic endpoints to generate proposals, prefill fields from a TMS or CRM, and embed signing flows into existing customer portals for high-volume automation and integration.
Standardized, proposable pricing reduces negotiation friction and helps logistics teams maintain consistent terms across customers, supports legal clarity, and speeds contract execution while maintaining an audit trail for compliance.
A field sales representative who prepares route-specific pricing proposals, negotiates accessorial charges, and collects signatures from shippers. They rely on templates and mobile signing to complete deals while on the road, and need an audit trail for compliance during claims.
An operations manager who approves rate cards, ensures proposals match contracted SLA terms, and coordinates electronic approvals across finance and legal teams. They require role-based permissions and centralized document retention to maintain corporate controls.
Logistics sales, carrier operations, and procurement teams use structured proposals to standardize offers and speed approvals.
Consistent templates and signed proposals reduce disputes and make contract terms easier to enforce across stakeholders.
Programmatic endpoints to generate proposals, prefill fields from a TMS or CRM, and embed signing flows into existing customer portals for high-volume automation and integration.
SAML or OAuth-based authentication integrated with corporate identity providers to centralize access control and simplify user provisioning for large teams.
Centralized repository of approved templates, clause libraries, and variable catalogs enabling compliance with corporate pricing policies and faster proposal assembly.
Multi-step approval routing based on transaction value or lane type, ensuring finance or legal review for contracts that exceed defined thresholds.
Configurable retention policies and exportable archives that meet internal and regulatory requirements for storing signed pricing documents.
Prebuilt connectors for common platforms such as Salesforce, NetSuite, or leading TMS systems to reduce integration effort.
Reusable proposal templates that include dynamic fields for lanes, rates, and expiration dates, enabling consistent presentations and faster assembly of pricing documents for repeat and complex shipments.
Ability to distribute rate sheets or identical proposals to multiple recipients at once, reducing redundant sends and enabling parallel acceptance tracking across customers or carriers.
Fields that appear based on prior inputs such as service type or weight thresholds, helping ensure proposals include relevant accessorials and limiting manual edits.
Comprehensive, tamper-evident logs showing who accessed, modified, or signed a proposal and when, supporting dispute resolution and compliance reviews.
| Setting Name | Configuration |
|---|---|
| Reminder Frequency | 48 hours |
| Approval Threshold | Amount-based |
| Auto-Expire Offers | 30 days |
| Template Locking | Enabled |
| Signed Document Storage | Encrypted archive |
Ensure your team can access proposals on the devices they use most, including desktop, tablet, and mobile.
Cross-platform support and API connectivity enable sales and operations staff to assemble, approve, and sign pricing proposals from their preferred devices without sacrificing security or traceability.
A regional carrier creates a master rate sheet for dedicated lanes and configures expiration windows for offers
Resulting in faster onboarding and fewer billing disputes through traceable signed agreements
A broker assembles spot rate proposals combining carrier quotes and fuel surcharges
Leading to clearer short-term commitments and a complete audit trail for later reconciliation
| Criteria | signNow (Recommended) | DocuSign | Adobe Sign |
|---|---|---|---|
| Mobile App | |||
| Bulk Send | |||
| API Access | |||
| SAML SSO |
Keep active proposals for 2 years for operational reconciliation and customer service needs.
Retain signed pricing tied to invoices for 7 years to support audits and tax records.
Preserve documents associated with disputes until resolution plus two years after closure.
Store historical rate cards for 5 years for benchmarking and trend analysis.
Suspend deletion under legal hold and follow counsel guidance as required.
| Provider | signNow (Recommended) | DocuSign | Adobe Sign | PandaDoc | HelloSign |
|---|---|---|---|---|---|
| Entry-level monthly | Starting around $8 per user billed annually | Personal plan around $10 monthly | Individual access often bundled with Acrobat at $10 monthly | Essentials plan from $19 per user monthly | Essentials from roughly $15 per user monthly |
| Team / Business plan | Business plans with shared features and templates | Standard and Business Pro tiers available | Business plans integrated with Acrobat workflows | Business plans add workflow features and templates | Standard plans include team tools and templates |
| Enterprise availability | Enterprise packages with SSO and APIs | Enterprise with advanced admin controls | Enterprise for organizations with Adobe Document Cloud | Enterprise options with advanced automation | Enterprise with SSO and admin controls |
| API included | Available on paid plans | Available via higher tiers | Included for enterprise and select plans | Available on business plans | Available on business tiers |
| Free trial | Trial or limited free tier available | Free trial commonly offered | Trial available often with Acrobat subscriptions | Free trial available | Free trial offered by provider |