Quotation Agent
Fast, accurate quotes before the booking.
The Quotation Agent turns quote requests from email and Teams into priced, customer-ready quotes. It looks up contract and carrier rates, applies each customer's pricing rules and margins, drafts the quote for approval, chases open quotes and hands accepted ones straight to booking.
Skills
| Skill | What it does | You get |
|---|---|---|
| Request intake | Reads RFQs from email and Teams and captures lane, mode, cargo, dates and incoterms. | Structured quote request |
| Rate lookup | Finds rates in contracts, rate sheets and carrier sources. | Rate options with source and validity |
| Pricing rules | Applies customer pricing, margins, surcharges and currency. | Priced quote, margin shown |
| Quote draft | Builds the quote in your template and language. | Customer-ready quote for approval |
| Follow-up | Chases open quotes and records win or loss reasons. | Pipeline status and win rate |
| Handover to booking | Turns an accepted quote into a draft freight with the quote attached. | Draft freight, no retyping |
Built to be trusted.
- Quotes below your margin floor or outside pricing rules need sales approval.
- Every price cites its rate source and validity date.
- Nothing is sent to a customer without the approval your rules require.
Customized to you
This agent extends our production freight agent team from quote to cash. For your business we tailor its skills, rules and connections to your systems, your customers and your data, and we can run it on your own private LLM.
Can it quote spot and contract rates?
Yes. It checks your contract rates first and adds carrier or spot options where you allow.
Will it send quotes on its own?
Only within the approval rules you set; everything else goes to a salesperson to approve.
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