A quoting program for shipping reduces manual work, increases pricing accuracy, and provides a single point for rate management and quote generation.
Responsible for carrier selection and rate negotiation, a Logistics Manager uses a quoting program to compare negotiated rates, track carrier performance, and ensure quotes comply with contractual terms. They rely on accurate transit estimates and surcharge handling to avoid margin erosion and operational surprises.
A Sales Representative provides customers with formal quotes that reflect negotiated discounts, service options, and lead times. They use templates and eSignature integration to convert accepted quotes into binding agreements while keeping a clear audit trail for revenue recognition.
Logistics teams and sales departments commonly use quoting tools to provide accurate, timely shipping estimates to customers and internal stakeholders.
IT and compliance teams use integrations and audit features to ensure quotes align with contracts, carrier rules, and regulatory requirements.
Centralized tools to import, normalize, and version negotiated carrier rates and surcharge schedules, enabling consistent pricing across sales and operations without repeated manual lookups.
Prebuilt connectors and API support for major carriers and freight marketplaces to obtain live rates, transit times, and service options for accurate, lane-specific quotes.
Customizable quote templates that include line-item costs, terms, optional services, and customer-specific branding to present clear, auditable proposals.
Embedded signing workflows that capture consent and signatures on quotes, attaching audit metadata to confirm signer identity and acceptance for contract enforcement.
| Feature | Configuration |
|---|---|
| Rate refresh interval | 30 minutes |
| Quote expiry window | 7 days |
| Approval chain | Sales then operations |
| Reminder frequency | 48 hours |
| Signing enforcement | Mandatory for contract value |
Quoting programs for shipping should operate across modern browsers and mobile devices to support field sales and operations staff.
Ensure the chosen quoting program supports responsive design, API access for integrations with desktop systems, and native mobile signing to enable quick approvals regardless of where users operate.
A mid-size freight forwarder centralized carrier rates and automated quote templates to reduce response time for RFPs by 60 percent.
Resulting in higher win rates and lower manual reconciliation effort across operations and sales teams.
An online retailer implemented rules for dimensional pricing and additional services to avoid undercharging on oversized items.
Leading to fewer billing corrections, clearer customer expectations, and streamlined fulfillment handoffs.
| Criteria | signNow (Recommended) | DocuSign | Adobe Sign |
|---|---|---|---|
| Basic eSignature | |||
| Bulk Send | |||
| API access for automation | REST API | REST API | REST API |
| HIPAA-ready |
| Plan Feature | signNow (Recommended) | DocuSign | Adobe Sign | Dropbox Sign | PandaDoc |
|---|---|---|---|---|---|
| Starting monthly price | From $8 per user | From $10 per user | From $14 per user | From $15 per user | From $19 per user |
| API requests included | Variable developer quota | Tiered API calls | Enterprise APIs | Limited API calls | API with paid tiers |
| Bulk send limit | High volume options | Enterprise bulk tools | Enterprise-only bulk | Limited bulk send | Enterprise bulk plans |
| Advanced auth methods | MFA and OAuth | MFA and SSO | MFA and SSO | SSO available | SSO and SAML |
| Document retention | Custom retention policies | Archive options | Enterprise retention | User-managed storage | Retention controls |
| Enterprise support | Phone and SLA options | Dedicated enterprise teams | Dedicated enterprise support | Business support levels | Enterprise success teams |
