Our Work
Application Development - Case Study
Custom Freight Quoting & Rate Management Platform
A centralized and intelligent rate management platform built for a leading 3PL freight broker company to streamline and automate truckload quoting, integrating internal rates with third-party APIs under one system. Designed to empower customer service reps with faster quoting, improved visibility, and better win-rate tracking.
- Real-Time Rate Lookup
- Built-in Margin Logic
- Historical Quote Visibility
- Bulk Rate Processing
- Quote vs Win Analytics
- Email Notifications
Our Approach
How We Did It
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Problem
Manual Rate Calculations Slowed Sales
Customer service reps had to manually check internal rate sheets, access third-party sites like DAT, DirectFreight and Truckstop, and calculate margins manually for each quote.
Our Solution
Instant Rate Integration
Integrated 3rd party APIs along with dynamic margin logic into one web interface, allowing real-time rate calculation and instant quoting with minimal effort.
Problem
No Centralized View of Quotes or History
Sales and operations teams lacked visibility into previously sent quotes, margins applied, or customer-specific adjustments, making it hard to track performance or improve pricing.
Our Solution
Smarter Decisions Through Quote Insights
Developed a searchable, filterable quote history module with full visibility into truckbuy, margin, and customer details—enabling smarter and faster decisions.
Problem
Bulk Rate Inefficiencies
Uploading bulk rate files for RFPs was slow, error-prone, and disconnected from the quoting workflow, leading to delays in responses.
Our Solution
Robust RFP Upload Module
Built a robust RFP module supporting CSV/XLSX uploads with a 4-step validation flow, auto-calculations, sample file templates, and real-time success/failure alerts.
Problem
Tracking Gaps in Quoting
There was no way for managers to track how many quotes converted into wins or how pricing strategies performed over time.
Our Solution
Track Wins, Refine Pricing
Introduced a quote vs win tracking dashboard that gives sales leaders clarity on performance metrics—allowing ongoing pricing strategy refinement and rep coaching.
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