Booking Templates

Booking templates in CargoWise are pre-designed forms that assist freight forwarders and logistics providers in streamlining the booking process. These templates contain frequently used information such as shipping details, carrier preferences, cargo kinds, and routing instructions. Instead of establishing a new booking from scratch each time, customers can use a saved template to produce a new booking with a few clicks. This not only speeds up the operational workflow but also standardizes data entry across teams and departments.

Businesses can use booking templates to prevent manual errors, ensure uniformity in documentation, and save time on recurring procedures. These templates are very beneficial for frequent shipments or repeating clients who demand the same booking format each time. Booking templates can also include customizable fields and default values that are auto-filled when selected, freeing up staff time for customer assistance and exception management. Overall, this CargoWise function improves productivity and operational correctness throughout the freight forwarding process.