PORTMARK

[ SERVICES / QUOTEDESK ]

Rate requests become clean quotes, same hour.

Rate request emails → your contract and spot rates pulled → a clean quote drafted for approval. QuoteDesk reads the request, finds the rate, and puts a finished quote in front of your team — same hour, not same week.

OUTPUTFastest quote wins the freight.

[ 01 / THE LEAK ]

10 REQUESTS/WK×45 MIN=7.5 HRS/WK

of rate-digging — contract sheets, spot emails, Excel — while the customer's inbox fills with other people's numbers. Fastest quote wins the freight, and the slow quote never finds out it lost.

45 MIN

OF CONTRACT + SPOT RATE-DIGGING BEHIND A TYPICAL QUOTE

1ST

QUOTE IN THE CUSTOMER'S INBOX WINS THE FREIGHT

[ 02 / BEFORE / AFTER ]

BEFORE — TODAY'S FLOW

MANUAL
B/01

Rate request lands in the inbox

B/02

Coordinator digs the contract rate sheet

B/03

Emails carriers for spot — and waits

B/04

Builds the quote by hand in Excel

B/05

Sends hours later — behind two competitors

AFTER — WITH QUOTEDESK

PORTMARK
A/01

Rate request read on arrival

A/02

Contract and spot rates pulled from your own sheets

A/03

Spot vs contract weighed against your rules

A/04

Clean quote drafted in your format, margin shown

YOUR TEAM APPROVES AND SENDS — SAME HOUR

[ 03 / WHAT WE HANDLE ]

Everything between “can you quote this?” and a number the customer can sign — drafted from your own rates.

MANIFEST — QUOTEDESKPM-SYS-05
01Rate request emails
02Contract rate sheets
03Spot rate lookups
04Spot vs contract selection, by your rules
05FCL / LCL / air quotes
06Accessorials and surcharges
07Quote templates in your format
ITEMS — 07SHEET 1/1

[ 04 / THE HUMAN CHECKPOINT ]

No quote leaves the building on autopilot. QuoteDesk drafts the number, shows the rate source and the margin, and queues it for your team. A human looks at every price before a customer does — because a wrong quote is more expensive than a slow one, and yours will be neither.

HUMAN APPROVED

[ 05 / WHAT YOU'LL SEE BY DAY 14 ]

M-01

1 HR

FROM RATE REQUEST TO A QUOTE OUT THE DOOR — THE TARGET

M-02

7.5 HRS/WK

OF RATE-DIGGING BACK, AT 10 REQUESTS/WK × 45 MIN

M-03

100%

OF QUOTES APPROVED BY YOUR DESK BEFORE SENDING

[ 06 / QUESTIONS — QUOTEDESK ]

ANYTHING ELSE — ASK ON THE AUDIT CALL

That's the normal starting condition, not a blocker. Days 1–3 of the pilot map where your contract and spot rates actually live — sheets, emails, the TMS — and QuoteDesk drafts from those sources. Cleaning up the rate mess is a side effect, not a prerequisite.

It can't send — only draft. Every quote shows its rate source and margin and waits for your team's approval. The failure mode of QuoteDesk is a draft you correct in seconds, not a bad number in a customer's inbox.

No — it finds and applies the rates you already have, contract and spot, by your rules. Your people keep the carrier relationships and the judgment calls; they just stop spending 45 minutes assembling what the system can assemble in one.

FILE PM-SYS-05 — QUOTEDESK · READY FOR AUDIT

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