Request for Quote
Automate the freight quoting workflow, generate logistics proposals in PDF and Docx, and track approvals and rejections with full traceability of the commercial process.
Freight quotes prepared manually, sent by email without version control and lacking approval traceability make commercial management difficult, increase response time to the customer, and compromise accuracy in logistics pricing.
With BlueService®, your company automates the complete workflow of logistics budget requests, automatically calculating estimated values, generating proposals in PDF and Docx, recording approvals, and automatically creating the service execution activity as soon as the budget is accepted by the customer.
Complete control of the transportation freight quotation flow and approval of logistics quotes
Gain visibility into every stage of the process, including solicitation, drafting, sending the logistics proposal, approval, and automatic opening of the service execution activity.
There are many benefits
Automate franchise auditing and have total control over network standardization
Calculate estimated values based on the shipping method and destination
Apply automatic freight calculation based on taxes and flat rates per city at the time of request, reducing preparation time.
Generate logistic proposals automatically in PDF and Docx
Automatically generate the finalized freight quote in PDF and Docx formats using the data recorded in the activity, and send it directly to the client via email with no manual intervention.
Create the execution activity when approving the budget
Upon receiving customer approval, automatically trigger the opening of the delivery or collection control activity linked to the approved budget, eliminating manual steps.
Record inspection rejection reasons and optimize logistics pricing
Document each quote rejection with the registered reason, whether it is price, deadline, terms, or competition, generating data for commercial analysis and continuous improvement.
Understand how it works
How the logistics quote request process works in practice
1. Quote request
Use the BlueService® Dynamic Fields Form to standardize shipping quote data collection, and Automatic Triggers to automatically calculate and fill in the estimated freight budget value as soon as the data is registered, routing the activity to the logistics analyst.
2. Budget preparation
Use BlueService® Activity Management to track budgets under preparation by assignee and deadline, and Automatic Triggers to automatically forward the budget for generation and sending to the client as soon as the analyst completes the preparation.
3. Quote delivery
Use the BlueService® Document Generator to automatically produce the logistics proposal in PDF and Docx with all the transportation quote data, and Automatic Email Notifications to send the quote to the customer immediately after generation, with no manual steps.
4. Approved budget
Use BlueService® Automatic Triggers to automatically create the service execution activity as soon as the quote is approved, forwarding the process to the responsible logistics operator with all data already filled in from the approved freight quote.
5. Quote declined
Use BlueService® Statistics to track the volume of quotes sent, approval rates by mode and destination, main rejection reasons, and the overall performance of the freight quoting operation, supporting logistical pricing decisions.
Process Completion
Use the BlueService® Hour Log to ensure traceability, auditing, and compliance.
Have full control over Quote Requests from start to finish
With BlueService®, your logistics stops operating on improvisation and starts to have a structured, automated, and traceable process.
Automatically calculate freight values based on the transport mode and destination
Generate logistics proposals in PDF and Docx automatically
Automatically create the execution activity when approving the budget
Record approvals and rejections with complete traceability
Monitor conversion rates and commercial indicators of the logistics operation
Eliminate manual steps and automate the quotation workflow from end to end
Blue AI
Use Blue AI as a business AI solution integrated with BlueService® to analyze logistics quote requests, validate the consistency of the provided data, and optimize freight pricing based on quote history and customer profile.
Request Form
Analyze the data of the registered logistics quote request, validate the consistency between the transport mode, dimensions, origin, and destination provided, and automatically suggest pricing adjustments based on the history of similar quotes.
Quantity of Items
50 Volumes
Modal
Aerial
Delivery Date
07/20/2026 11:30 AM
Blue AI automatically analyzes logistics budget requests, validates the consistency of dimension, modal, and destination data, identifies pricing inconsistencies based on quotation history, and assists the logistics analyst in preparing proposals.
Automate other logistics processes
BlueService® has several pre-configured processes and functionalities that accelerate the implementation of your operation.
Delivery Control
Structured process to register, track, and validate the delivery of products, materials, or documents. It allows for controlling deadlines, responsible parties, and delivery confirmations, as well as registering evidence such as signatures, photos, or documents. This way, it ensures greater traceability of deliveries, reduces operational failures, and ensures that each item arrives correctly at its destination.
Request for Quote
Organized process to register and manage requests for quotes for products or services with suppliers. It allows centralizing demand information, attaching specifications, comparing received proposals, and tracking the entire approval flow. This provides more transparency in negotiations, standardizes the purchasing process, and facilitates decision-making.
Receipt of Goods
Structured process for recording and validating the receipt of goods from suppliers or carriers. It allows for checking quantities, product conditions, tax documents, and attaching evidence such as photos or receipts. This way, it ensures greater control over what has been delivered, reduces discrepancies, and improves the integration between logistics, inventory, and purchasing.
Reverse Logistics
An organized process for managing the return of products, materials, or equipment to the supplier or distribution center. It allows for the registration of return reasons, tracking authorizations, controlling return deadlines, and maintaining evidence of the process. This ensures greater control over returns, reduces losses, and improves efficiency in managing exchanges and returns.
Questions about Quote Request
What is a logistics quote request?
It is the structured process by which customers or representatives request a transport quotation for a logistics service, receiving a proposal with values, deadlines, and commercial conditions prepared by the logistics analyst and automatically sent by the platform.
How to automate the freight quoting workflow?
With BlueService®, the estimated calculation is automatically applied at the time of the request, the budget is prepared and generated in PDF and Docx without manual intervention, and sent to the client by email as soon as it is finished, with complete traceability of each step of the process.
How to automatically calculate the estimated shipping cost?
The platform automatically calculates costs based on the transport mode, dimensions, taxes, and fixed fees by destination city at the time of the request, generating an initial estimated value that the analyst can confirm or adjust before sending the logistics proposal.
How to generate the logistics proposal automatically?
The BlueService® Document Generator automatically produces the freight quote in PDF and Docx with all the quote data, commercial conditions, and expiration date, sending it directly to the customer by email as soon as the analyst finishes preparing it.
How to automatically open the service after the estimate is approved?
Upon registering the client's approval, BlueService®'s Automatic Triggers automatically create the service execution activity, such as delivery or collection control, linked to the approved budget, eliminating the manual opening of the execution process.
Como registrar e analisar os motivos de recusa de orçamentos?
The platform allows recording the reason for each rejection using a standardized classification—price, deadline, mode of transport, or competition—archiving the data for commercial analysis and continuous optimization of logistics pricing in future quotes.
How to track the logistics quote conversion rate?
As Estatísticas da BlueService® permitem monitorar volume de orçamentos enviados, taxa de aprovação por modal e destino, tempo médio de resposta e principais motivos de recusa, subsidiando decisões estratégicas de precificação logística.
How to use AI in logistic quote requests?
Blue AI can analyze request data, validate consistency between modal, dimensions, and destination, identify pricing inconsistencies based on quotation history, and suggest automatic adjustments to ensure more accurate and competitive proposals.
Discover more Solutions
BlueService® is a complete BPM platform that integrates all sectors of the company in one place, offering pre-configured processes for HR, Legal, Financial, Operations, Sales, Logistics, and much more, with automation, standardization, and total control of the process journey.