ULOS / Platform
Quote from your own rates and keep the price through to the invoice.
Track leads, price shipments from your rate cards and agreements, and turn an accepted quote into a working export case without retyping a line.
Leads and follow-ups
Record each lead, its contact and the next follow-up so nobody waits on a callback.
Pricing from your rate cards
Quotes price from configured rate cards using the lane, equipment and number of vehicles.
Customer agreements
Agreed terms and discounts for a customer apply when you price their quote.
Every charge on one quote
Towing, ocean freight, loading and documentation charges sit on the same quote.
Revisions and expiry
Revise a quote when the customer asks for changes. Quotes past their validity expire automatically.
Convert to a case
An accepted quote becomes an export case. The agreed prices and discounts carry into the job's charges.
The quoted price is the billed price.
Because the quote's charges move into the case, finance invoices what sales agreed. Nothing is copied from an email into a billing screen.
Customers using the portal add-on can request a quote, accept it or ask for changes themselves.
| Charge | Amount |
|---|---|
| Tow, auction to yard | $285.00 |
| Ocean freight, Newark to Jebel Ali | $1,450.00 |
| Container loading | $175.00 |
| Export documentation | $95.00 |
| Agreement discount | −$100.00 |
| Total | $1,905.00 |