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Find risks before they hit operations.

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Sync Salesforce data with live shipments.

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Align sales activity with operational shipment data.

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Connect Zoho deals with CargoWise operations.

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Unify CRM and logistics on one workflow.

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ICEGATE Integration

Accelerate ICEGATE integration delivery for efficiency, connecting CargoWise to India's national customs gateway for automated declaration filing.

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Accelerate ACE integration delivery for efficiency, connecting CargoWise to the US CBP's Automated Commercial Environment for import filings.

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Optimize AMS integration delivery at scale, automating advance cargo manifest submissions into the US Automated Manifest System.

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Accelerate AES integration delivery for efficiency, automating US export declaration filing through the Automated Export System.

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Automate UAE pre-loading manifest filing, connecting CargoWise to MPCI for mandatory cargo information submission before loading.

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Accelerate ICS2 integration delivery for efficiency, meeting the EU's mandatory Entry Summary Declaration requirements across all transport modes.

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TradeNet Integration

Streamline Singapore customs filing, connecting CargoWise to TradeNet's single window for permits, duties, and Certificate of Origin declarations.

ASYCUDA Integration

Accelerate ASYCUDA integration delivery for efficiency, linking CargoWise to the customs automation system used widely across Africa.

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Accelerate SARS integration delivery for efficiency, connecting CargoWise to South Africa's national customs system.

SISCOMEX Integration

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Optimize VUCEM integration delivery at scale, connecting CargoWise to Mexico's single window for foreign trade.

NZCS Integration

Accelerate NZCS integration delivery for efficiency, connecting CargoWise to New Zealand Customs Service's filing platform.

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Abstract network graphic representing CargoWise Quotation Automation

CargoWise Quotation Automation: Rates Read, Validated, and Quoted, Not Manually Searched

Let AI run your repetitive quoting work, saving significant response time on every request, at a pace no team could match by hand. From incoming quote requests to tariff validation and delivery, our AI reads pricing data, checks it against current rates, and acts inside CargoWise Next while your team handles only the exceptions.

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Why Quotation Automation Matters More than it did Two Years Ago?

For most of the last decade, quoting meant a sales rep manually paging through rate sheets and tariff tables, cross-referencing surcharges by hand, and formatting a document line by line, work that scaled with headcount, not with how many quotes actually needed sending. That's changed. The document AI market has shifted decisively toward large language models that read pricing structures the way a rate analyst would, understanding which tariff applies, what surcharges stack, and how a lane should actually be priced, not just returning the first number that matches a search.

The practical result: a quote that used to take twenty or thirty minutes of manual digging now generates in a fraction of that time, not because the underlying rates got simpler, but because the system resolves rate selection and validation on its own before it needs to ask a human.

AI assistant comparing rates and tariffs to generate a freight quote

How CargoWise Quotation Automation Actually Works?

01

Receive Request

Quote requests arrive by email, web form, or portal, and are picked up automatically the moment they land, no manual routing or re-typing required.

02

Email Classification & Read

AI scans incoming content, subject lines, attachments, and body text to confirm it's a genuine quote request rather than a booking confirmation, invoice query, or general inquiry, then extracts the fields that matter: origin, destination, cargo details, service level, and customer-specific terms.

03

Rate Mapping & Validate

Extracted requirements are matched against current rate tables and tariffs, with pricing and surcharges checked for accuracy and applicability before anything moves forward.

04

Exception Management

Anything ambiguous, an unlisted lane, pricing outside standard terms, routes to manual validation, so only genuine pricing decisions need a human touch.

05

Manual Validation

Your team reviews the specific flagged issue, expired rate, unmatched lane, term outside contract, and corrects or approves it.

06

Quote Creation, Confirm and Notify

Once validated, the quotation is generated directly in CargoWise Next and sent to the customer automatically, with the record attaching to eDocs to keep the audit trail complete.

Manual Quoting vs. AI Quotation Automation

Manual Quoting

  • Rep manually searches rate tables and tariffs
  • Breaks down whenever rate sheets update or reformat
  • Prone to quoting an outdated or simply wrong rate
  • Surcharges added as separate manual line items
  • No systematic check against a customer's contracted terms

AI Quotation Automation

  • Reads the request and pulls current rates automatically
  • Reads updated rates correctly with no reconfiguration
  • Checks rate currency and applicability before quoting
  • Applies surcharge and tariff logic as part of the quote itself
  • Checks the quoted price against contracted terms automatically
Freight forwarder inspecting shipping containers with a laptop

Designed Around Freight Quoting, Not Adapted from Generic Sales Tools

Most quoting automation was built for flat-rate B2B sales, not freight. CargoWise Quotation Automation is built around how forwarders actually price a shipment, tied to lane-specific tariffs, carrier rate agreements, and customer-level pricing terms inside CargoWise, not a generic CPQ tool stretched to fit.

Capabilities of Our CargoWise Quotation Automation

/01

Tariff and Surcharge Validation

Rate currency, applicable surcharges, and contracted terms are checked automatically before a quote ever goes out.

/02

Master Data Matching

Customer, lane, and service-level data is checked against CargoWise in real time, not reconciled afterward.

/03

Confidence-Based Exception Routing

Only genuine pricing judgment calls reach your team, everything else moves straight through.

/04

Format-Agnostic Request Reading

Emails, web forms, and portal submissions are all processed without needing a consistent layout.

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Frequently Asked Questions

Happy to Assist You with Anything

Generic CPQ tools apply flat pricing logic and struggle against freight-specific complexity, lane-based tariffs, carrier surcharges, contracted terms. CargoWise Quotation Automation is built around that complexity from the start, not adapted from a non-freight sales tool.

It's held as an exception with the specific issue flagged, unlisted lane, expired rate, term outside contract, and routed to manual validation rather than quoted incorrectly or sent without review.

Yes. Ocean, air, and multimodal requests each get read and priced against their own rate structure, no separate manual setup required.

It reduces it. Confidence-based routing means only decisions that genuinely need judgment reach your team, everything else moves through quote creation and delivery on its own.

No. It handles the mechanical part, lookup, validation, formatting, delivery, so your team's time goes toward negotiation, not manually searching a rate table.

We build the AI reading and rate-validation logic around your specific tariffs and pricing rules, and stay involved as your rate structures change, not a generic quoting bot handed off after setup.

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