Brokerage SOP

Freight Quoting

Quote profitably and consistently.

Scope
Spot and contract quotes for truckload freight.
Responsible
Freight Broker / Sales Representative
Version
1.0 · not yet reviewed by the academy

Procedure

  1. Collect lane, equipment, weight, commodity, dates, appointment requirements and any special handling.
  2. Estimate carrier cost from recent internal history and market references, adjusting for season and lane balance.
  3. Add the target margin and any expected accessorials.
  4. Send the quote in writing with an expiry time and assumptions.
  5. Log the quote and the outcome (won / lost / reason) in the CRM.
More Brokerage SOPs
Carrier Onboarding and VerificationLoad Tender and Rate Confirmation

Practise it

Apply these procedures in the simulators — dispatch workflow, carrier verification, cross-border and the TMS sandbox.

Open the simulators →