Quote with context.
Close with clarity.

The forwarding workflow runs end to end: enquiry, quote, job, supplier costs, documents, invoice and collection.

The workflow

Six steps.
One job record.

Capture who asked, what they ship and where. Assign an owner and a follow-up.

Supplier rates, chargeable weight rules, margin check and approval before it is sent.

One accepted quote becomes one job. Route legs, bookings and milestones live on it.

Expected cost on day one, reconciled to the supplier invoice when it arrives.

Versioned drafts, holds and proof of delivery attached to the shipment.

Bill approved charges, see unbilled deliveries and who is overdue.

Also in the box

Consolidation, container planning and destination-agent settlement.

Evidence checklist and a controlled handover to your licensed broker channel.

Track opportunities, tender decisions and supplier contracts next to the jobs they feed.

Scoped drafts for enquiry replies and document text. A person reviews everything before it leaves.

YOUR NEXT MOVE

Start with a real workspace. Build around your business.