The transportation team needed a more efficient approach to freight quote management, including creating, tracking, and maintaining freight cost estimates for outbound shipments. Quote information was difficult to manage consistently, and preparing customer-facing documents required unnecessary manual effort.
As quote volumes increased, locating previous estimates and ensuring information remained accurate became more challenging. Team members needed a streamlined process that could provide reliable access to quote information while maintaining consistency across all freight estimates.
Key challenges included:
- Disconnected quote tracking processes
- Limited visibility into historical quotes
- Manual quote numbering and recordkeeping
- Time-consuming document preparation
