Quoting
A builder that already knows what you sell.
The reason quoting takes an afternoon isn't that pricing is hard. It's that the tool doesn't know what a container unload is, so you rebuild the same sheet from scratch every time and hope you didn't drop a line.
Set up once
Your rate card becomes the starting point.
Services, sections, default rates and the order you present them in get set up as your template — on the onboarding call, with your actual card. Every quote after that starts there, and a rep who's been with you three weeks produces the same sheet you would.
Defaults you can override per quote
The template carries your standard rate. A quote can move off it for a specific account without editing the template or affecting anything else.
Sections in your order
Receiving before storage before fulfillment, or however you present it. The client's sheet reads the way your sheets have always read.
Nothing silently missing
A line priced at zero is a claim, not an absence — the builder makes you say which one you meant rather than dropping it off the sheet.
Revisions keep their history
A revised quote is a new version linked to the one before it, so “which one did they actually sign” has an answer.
What the rep sees
A quote is a priced object while you're building it, not a document you preview later.
The editor, assumptions, and client-facing sheet stay tied together so the total on screen is the total that goes out.
What it can price
The whole card, including the awkward parts.
Container unload
By container size and whether it's floor loaded or palletized — the two variables that actually decide what the job costs you.
Receiving
Per pallet, per carton, or per unit, with a separate rate for palletized versus loose receipts.
Storage
Per pallet position, per shelf or bin, monthly or by period, with the basis stated on the sheet so nobody assumes the wrong one.
Pick & pack
First item and additional item priced separately, package types, carton and dunnage, insert handling — priced the way the work actually happens.
B2B outbound
Pallet pick and load, carton pick, pallet wrap and staging, plus the labour lines that come with a retail routing guide.
Freight and parcel
Full rate tables on the quote — zones, weight breaks, per-shipment adders — instead of one blended number that invites an argument.
Returns
Receipt, inspection, disposition and restock priced as separate steps, because they are separate steps.
Minimum monthly
Set the floor and the quote shows what has to happen before it stops applying. The client sees it before signing, not on invoice one.
Anything else
Custom lines with your own name, unit and rate, placed anywhere in the sheet — not banished to a “miscellaneous” block at the bottom.
Working in it
Built for the twentieth quote, not the demo.
A rep prices twenty lines in a sitting. Everything here is shaped by that — nothing animates on a keystroke, the preview is always on screen, and the number you're looking at is the number the client will see.
Live preview beside the editor
Three columns: your services, the one you're editing, and the client's sheet updating as you type. No preview button, no round trip.
Drag anything anywhere
Reorder lines freely. Standard items remember where the template put them, and any quote that drifted from template order is flagged on the front — deviation is never invisible.
Two scenarios, one quote
Move-in pricing and steady-state, or two volume assumptions, presented side by side for the client to compare.
Paste the email, get the volumes
Drop the prospect's email in and it extracts pallets, orders, SKUs and containers into the quantity fields. It shows you what it found first — nothing is applied behind your back.
Ask for what's missing
Send a structured request for dimensions, case pack, monthly volume or carrier preference. Answers come back attached to the quote instead of scattered across a thread.
Send it from here
The quote goes out as an email with the portal link in it, and the reply comes back to the account rather than to whoever happened to send it.
Then they see it
The sheet you just built, in their hands, with the volumes under their control.
Same numbers, your branding, and a slider for every assumption you priced against. If their volume is really half what they told you, they find that out on the portal instead of on invoice three.