Freight documents generated from one Salesforce load record.
Use this hub to understand the core documents in the freight lifecycle, what each document contains, and how FTM creates, stores, and connects them inside Salesforce.
Freight documents your team uses every day.
Each guide explains what the document is, why it matters, where it appears in the load lifecycle, and how FTM handles it.
Bill of Lading
The shipment document between shipper and carrier. Generated from the load record and ready to send or sign.
Read guideRate Confirmation
The carrier-facing document that confirms lane, rate, load details, and terms before the truck moves.
Read guideFreight Invoice
The billing document created after delivery data is complete. Built from the same operational load details.
Read guideProof of Delivery
Confirms the shipment was delivered, captures signatures or exceptions, and helps trigger invoicing.
Read guideLane Quote
The freight quote sent to a customer or prospect. Built from lane, customer, rate, and margin context.
Read guideCarrier Agreement
The broker-carrier agreement covering terms, insurance, payment, liability, and onboarding requirements.
Read guideLoad Tender
The formal shipment offer sent to a carrier. Accepted or declined through connected carrier workflows.
Read guideHow the documents connect.
Freight documents are not isolated files. Each one supports a step in the operating workflow from quote to invoice.
Want to see how FTM generates documents from one load record?
Book a demo to see how quotes, tenders, BOLs, PODs, invoices, and related paperwork stay connected inside Salesforce.
