Mar 19th, 2026 - Save as template

The new Save as Template feature allows you to convert any generated quote into a reusable template, complete with all rate cards, charges, and configurations. Instead of building quotes from scratch every time, you can now save a structured quote once and reuse it to quickly create new quotes for different customers.

Freight forwarders often deal with repetitive quoting across similar trade lanes and shipment types. Manually recreating these quotes not only takes time but also increases the risk of inconsistencies and missed charges. With templates, you can standardize your quoting process, reduce manual effort, and ensure every quote follows a consistent and accurate structure.

See how to save a quote as template and reuse it

The impact is immediate with faster quote turnaround, improved team productivity, and better response times to customer requests. By enabling teams to handle more quotes in less time while maintaining quality and consistency, this feature helps you scale your operations efficiently and improve your chances of winning business.