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Quoting System — Protect Margin Before the Load Exists | FTM
FTM Quoting System
Connected to Dispatch Console

Protect margin
before the load
exists.

Create quotes using tariff tables, customer history, lane intelligence, and Salesforce data before freight ever enters the operation.

Salesforce-native
Historical context
Customer visibility
Margin awareness
Workflow connected
New Quote · Q-10482 Drafting
Atlas Retail Group
Customer since 2022 · 214 shipments
Tier 1
Chicago, IL → Detroit, MI
Dry Van · 53ft · 38 prior loads on this lane
Quoted Rate
$2,940
Est. Cost
$2,280
Est. Margin
22.4%
Recent Lane History
DateRateMargin
Jun 12$2,86021.1%
May 29$2,91023.0%
Within approval threshold Ready to Send
4.9
AppExchange Rating
Contextual
Every quote sees lane history
Consistent
Same data, every team
Governed
Approval thresholds enforced
14d
Target go-live
The margin problem

Most margin leakage starts before dispatch.

Transportation companies often quote freight using spreadsheets, old emails, memory, and disconnected systems. The result is inconsistent pricing, underpriced freight, missed opportunities, and unpredictable margins.

Before: Quoting by Memory
1
Customer requests a quote
2
Sales checks a spreadsheet
3
A guess fills the gap
4
Quote sent, margin unknown
After: Disciplined Quoting
1
Customer request received
2
Historical data surfaces automatically
3
Operational context informs the price
4
A controlled quote goes out

The issue is not quote speed. The issue is quote quality.

A fast quote built on a guess still costs margin. FTM Quoting System brings operational, customer, and pricing information together inside Salesforce before the quote is sent, not after the load is already losing money.

The core concept

Every quote should know what happened before.

Good pricing comes from context, not guesswork. Every quote pulls from the same data your operation already has, instead of starting from a blank spreadsheet.

Customer
Account, tier, relationship
Lane History
What this lane actually costs
Shipment History
How similar freight performed
Margin History
What actually happened last time
Tariff Tables
Calculated rates by zone, weight, pallet
Salesforce Decision
Quote

The quote is a decision, not a form. Every input that should inform pricing is already attached to the record, so the person quoting doesn’t have to remember it or go find it.

What the system does

Six capabilities. One disciplined quote.

Each capability replaces a guess with a fact the operation already knows.

A
Tariff-Based Rate Calculation

The quote pulls a calculated rate from a structured tariff, not a number someone types from memory.

Distance bands, zip code zones, weight breaks, pallet counts, and scenario rules all produce a calculated rate
Customer-specific tariff tables apply automatically based on the account being quoted
The calculated rate flows into the invoice at billing, so nothing is re-entered later
Tariff · Atlas Retail Group · Dry VanZone pricing
Zone1-9 plt10-1920-26
Zone 1 (0-100 mi)$850$1,100$1,400
Zone 2 (101-300 mi)$1,200$1,600$2,100
Zone 3 (301-600 mi)$1,800$2,400$3,000
Zone 3, 14 pallets, CHI→DET $2,400
B
Lane Intelligence

Know what a lane actually costs before quoting it again.

Reference previous lane activity at the point of quoting
Rate trends visible without exporting to a spreadsheet
Outliers flagged before they become the new baseline
Lane History · CHI → DET38 loads
DateRateMargin
Jun 12$2,86021.1%
May 29$2,91023.0%
C
Historical Shipment Context

See how similar freight actually performed, not just what it was quoted at.

See how similar freight performed across equipment and lane type
Service issues and accessorials visible from past shipments
Pattern recognition without relying on one person’s memory
D
Workflow-Based Approvals

A quote below threshold gets a second look before it goes out, not after.

Route quotes through approval workflows when required
Margin thresholds enforced automatically, not by memory
Approval decisions logged to the quote record
Approval RoutingBelow threshold
QuoteMarginStatus
Q-1048111.2%Review
Q-1048222.4%Auto-cleared
E
Quote Tracking

Know which quotes won, which lost, and why, without asking sales to remember.

Track quote activity and outcomes in one place
Win and loss reasons captured, not lost after the conversation
Status visible to sales, operations, and leadership at once
F
Salesforce Record Integration

Every quote becomes part of the same history the next quote will use.

Every quote becomes part of the customer history
No quote lives in an email no one else can find later
Won quotes flow directly into load creation
Where margin is won or lost

Pricing decisions shape profitability.

Operations teams often inherit pricing decisions they did not make. FTM helps create better decisions before execution begins, not damage control after.

Poor Quote
1
Poor quote
2
Bad load
3
Margin pressure
VS
Disciplined Quote
1
Disciplined quote
2
Healthy load
3
Margin control

The load doesn’t create the margin problem. The quote does. By the time dispatch sees the load, the price is already fixed. Quoting is the only point where margin can still be protected.

What changes

What changes when quoting becomes disciplined.

These are the operational shifts teams report after bringing quoting into Salesforce, not promises about specific numbers your operation will see.

More pricing consistency
The same lane gets a similar quote regardless of who is quoting it.
Better margin visibility
Margin is visible at the point of quoting, not discovered after delivery.
Improved customer history
Every quote adds to a record the next person can actually use.
Less reliance on tribal knowledge
Pricing logic survives turnover instead of leaving with one person.
Stronger approvals
Thin-margin quotes get a second look automatically, not by accident.
More predictable operations
Loads enter execution with margin expectations already known.
How it connects

The first operational decision.

The quote becomes the starting point for the entire workflow. Everything downstream inherits the decision made here.

Quote
Margin decided here
Load Creation
Won quote becomes a load
Private Loadboard
Carrier sourcing begins
Dispatch Console
Load executes
Driver App
Field data captured
Customer Portal
Visibility for the shipper

This is the same record described on the Dispatch Console, Private Loadboard, and Customer Portal pages. The quote is where it begins, before a carrier is sourced or a driver is dispatched.

Built for the whole team

One quote. Different value for every team.

The same disciplined quote creates value differently depending on who is looking at it.

Sales
Better pricing confidence.
Operations
More realistic commitments.
Pricing
More consistency.
Executives
Revenue visibility.
Customers
Faster, more accurate responses.
Why architecture matters

Why Quoting System works better on Salesforce.

Quotes are connected to the same customer, shipment, and operational records used throughout the business, not a separate pricing tool no one else can see.

Capability
Traditional Quote Process
FTM Quoting System
Customer history
Scattered across emails and memory
Visible on the Salesforce account record
Shipment history
Looked up manually, if at all
Surfaced automatically at the point of quoting
Approval workflow
An email asking someone to sign off
Salesforce Flow, enforced by margin threshold
Reporting
A spreadsheet someone updates after the fact
Native Salesforce dashboards, current at any moment
Operational visibility
Dispatch finds out the margin after the load is covered
Margin visible before the load is ever created
Forecasting
Built from whatever data someone remembered to export
Built from every quote, won or lost
AI readiness
Pricing data disconnected from operational systems
Einstein AI runs on the same structured freight data
Quotes are connected to the same customer, shipment, and operational records used throughout the business. A quote built in FTM is never disconnected from what happens after it’s sent.
Revenue intelligence

Every quote strengthens pricing intelligence.

Over time FTM captures win rates, customer activity, lane history, pricing behavior, and quote outcomes. The organization becomes smarter with every quote.

Win rates show which prices actually close business
Customer activity reveals who is quoting and who isn’t
Lane history shows where pricing is drifting over time
Pricing behavior surfaces which reps quote consistently
Quote outcomes stay current without manual updates
Quote Performance · Last 90 Days
LaneWin RateAvg Margin
CHI → DET68%21.8%
DAL → HOU54%17.2%
LA → PHX71%19.4%
ATL → BNA49%14.6%
SEA → PDX76%22.9%
Implementation

Deploy without changing how your sales team works.

Quoting System works with the way your sales team already sells. It does not require a new process before it can add value.

Works with existing sales workflows
Salesforce-native, no separate system to maintain
Supports brokers, carriers, and mixed operations
Core workflows live in as little as 14 days
Go live in as little as 14 days.
Because Quoting System feeds the same Salesforce record as Dispatch Console and Private Loadboard, rollout is configuration, not a new pricing tool to build and maintain separately.
Quoting System FAQ

Questions teams ask before rolling out.

For questions specific to your pricing model, a transportation specialist can walk through your use case.

Can quotes be approved before sending?
+
Yes. Quotes below a configured margin threshold route to an approver automatically before they go to the customer, with the decision logged to the quote record.
Can we use customer-specific pricing?
+
Yes. Customer tier, contract terms, and historical pricing are visible at the point of quoting, so rates reflect the actual relationship rather than a generic rate sheet.
Does the system track quote history?
+
Yes. Every quote, including outcome and win or loss reason, is tracked on the customer and lane record, building a history that informs future quotes.
Can quotes become loads automatically?
+
Yes. A won quote converts directly into a load record without re-entering customer, lane, or rate information, feeding straight into Private Loadboard and Dispatch Console.
How does it connect to Dispatch Console?
+
Won quotes become load records that appear directly in Dispatch Console, carrying the original margin estimate so dispatch starts with the same numbers sales committed to.
Is Salesforce required?
+
FTM includes Salesforce Enterprise licensing, so you do not need an existing Salesforce subscription. If your organization already uses Salesforce, Quoting System runs in the same org alongside your other data.

See how profitable freight starts.

Bring your quoting process. FTM will show how Quoting System connects to Salesforce, Dispatch Console, and the rest of the operation.

Salesforce Enterprise included  ·  Go live in as little as 14 days  ·  No long-term contract required
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