Professional Services
AI Proposal System for Logistics
Shipper proposals and rate quotes drafted from lane, volume and service notes, using your rate cards and terms.
Shippers expect a proposal while the lane is still on their mind, yet every quote means rebuilding rates, accessorials and service terms by hand. This system drafts service proposals, rate quotes and statements of work from your discovery notes on lanes, volumes and service levels. Prices come only from your rate cards, and lanes without a rate are marked for your commercial lead to price.
- Rate quotes priced only from the rate cards you supply
- Accessorials, fuel terms and liability conditions included in every draft
- Uncovered lanes flagged for your commercial lead to price
$6,900
20–30 working days
Optional maintenance $345/mo
What it is
AI Proposal System for Logistics drafts service proposals, rate quotes and statements of work for shippers from discovery notes on lanes, volumes and service levels, priced from your rate cards and written with your standard terms. Drafts are saved to your document storage or CRM for a commercial lead to approve.
Why businesses buy it
Freight sales teams lose bids to slow replies and margin to quoting mistakes. A missing fuel clause or a lane priced from memory can cost more than the shipment earns. Today those proposals are often rebuilt by hand from spreadsheets and old documents, under tender deadlines. This system drafts each proposal from your own rate cards and standard terms, so your commercial lead reviews and refines instead of starting from a blank page. The Scope Card sets out the formats, the destination and the rate card rules in writing before you order.
Problems this solves
Freight quotes for new lanes take too long to build
The system drafts rate quotes and service proposals from discovery notes on lanes, volumes and service levels. A commercial lead approves the draft rather than building it line by line.
Rates quoted to shippers do not match the current rate card
Pricing comes from your rate cards, set during setup. Each draft uses the same source, which helps keep quotes in line across the sales team.
Tender responses leave out your standard terms
Statements of work and proposals are written with your standard terms included. The Logistics section library keeps service levels and terms worded the same way.
Service levels are described loosely, then disputed later
Service levels from discovery notes are written into the proposal in a set format. Drafts are saved to your document storage or CRM for review before sending.
A good fit if
Shippers send tenders or rate requests, and your commercial team builds each response from an old proposal and a rate spreadsheet.
Proposals need lanes, volumes, transit times and service levels laid out the same way every time.
Accessorial charges, fuel terms and liability clauses are easy to leave out when a proposal is rushed.
Your operations team is busy answering where-is-my-shipment queries, so nobody has time to write proposals well.
Not the right fit if
Inbound shipper leads need engaging and qualifying across chat and email. See AI Sales Agent for Logistics.
Data needs extracting from shipping documents into your systems. See AI Document Extraction for Logistics.
Staff need cited answers from procedures and contracts. See AI Company Knowledge Hub for Logistics.
You need carrier and lane performance figures before writing anything. See AI Data Analyst Agent for Logistics.
How it works
- Discovery notes, a shipper's tender summary or call notes covering lanes, volumes and service needs are the input.
- Rates are applied from the rate cards you supply for each lane or zone; anything not on a card, such as a new lane, is flagged for the approver.
- The Logistics template lays out each draft: service scope, lanes and volumes, transit commitments you supply, exception handling, and your standard terms.
- Accessorial charges, fuel terms and liability clauses come from your standard schedule, so they are never left out by accident.
- Up to three formats are produced, for example a service proposal, a rate quote and a statement of work, and saved to your document storage or CRM.
- Before launch, 25 sample outputs are drafted from real past requests for your commercial team to approve.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Ten to twenty past shipper proposals, rate quotes or SOWs you would send again.
- Rate cards by lane or zone, accessorial schedule, fuel terms and standard conditions.
- Brand guidelines and tone examples for commercial documents.
- Access to the destination, such as a document storage folder or your CRM.
- The service types to start with, for example road freight, warehousing or last mile.
- The commercial lead who approves every draft, and one decision-maker for the build.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified; rate cards, terms and reference proposals confirmed.
Weeks 1–2
Proposal, rate quote and SOW pipeline built on the Logistics template.
Week 3
Document storage or CRM connected; approval routing set.
Weeks 3–4
25 sample outputs drafted from past shipper requests.
Week 4
Your review and two rounds of changes.
Go-live
Live, handoff recorded, 30 days of support starts.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $6,900 |
| Express | 15–25 working days | $7,950 |
| Rush | 10–20 working days | $8,950 |
What you receive at handover
- The AI Proposal System for Logistics, configured and deployed
- Logistics proposal templates and section library, covering rate quotes, proposals and SOWs
- One generation pipeline with up to three output formats
- A connection to one agreed destination, such as your document storage or CRM
- A test report using logistics scenarios, with 25 sample outputs approved by you
- An admin guide, the recorded handoff session and 30 days of post-launch support
Expected benefits and how to measure them
- Can help your team answer shipper enquiries and tenders sooner
- Helps quotes stay in line with your rate cards
- Makes service levels and terms clearer from the start
- Time from enquiry to quote
- Compare enquiry and quote dates in your CRM for a quarter before launch with a quarter after.
- Tenders submitted on time
- Count tenders submitted before the deadline, for the half-year before launch and after.
- Quote-to-contract rate
- Compare signed contracts against quotes sent for the quarters before and after launch.
Before you start: Record average quote turnaround and how many tenders you submitted or missed in recent months.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build costs $6,900, once. Drafting then runs at roughly $20 to $150 a month in AI model usage in your own accounts, depending on how many proposals and quotes you send.
TMS, CRM and storage plans are unaffected, and AI usage during build and testing is billed to you.
Ask about running costsCustom requirements
Reading live rates from your TMS, answering full tender spreadsheets line by line, or a second destination needs a written Change Quote. Add a note at checkout to receive it.
Request a custom versionKeep it running
After the 30 days of support, optional monthly maintenance covers monitoring, fixes, model and platform updates and a monthly health report. Change hours handle small changes, such as a refreshed rate card, new fuel terms or an updated accessorial schedule. Bigger work needs a Change Quote. Cancel any month.
$345/mo (5% of the build price a month, includes 3 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A freight quoting tool bills per user monthly | A bid management consultant charges per tender | Ours is one fixed price, shown on this page before you buy |
| Terms and accessorials | Added if you remember | Checked by the consultant | Ours writes your standard schedule into every draft |
| Rates | Rate tables inside the tool | You supply them per bid | Ours applies your rate cards and flags unknown lanes |
| Delivery | Set-up and rate loading | Per bid | Ours has a fixed delivery time shown before you buy, with faster options |
Questions about this product
Can the Logistics proposal system price new lanes?
Only lanes or zones covered by the rate cards you supply. If a shipper asks about a lane that is not on a card, the draft marks it for your commercial lead to price rather than estimating. New rate cards can be added later within the monthly change hours of maintenance.
Will it answer a shipper's tender spreadsheet?
Not line by line. It drafts a service proposal, rate quote and SOW from a summary of the tender or your discovery notes. Completing a shipper's own spreadsheet format cell by cell is outside the Scope Card and would need a written Change Quote before any work starts.
How are accessorial charges and fuel terms handled in a logistics quote?
From the standard schedule you supply at intake. Every draft includes your accessorial charges, fuel terms and liability conditions in the right section, so they are not left out under time pressure. Variations agreed with a specific shipper are added by the approver.
Does it connect to our TMS?
No, not as scoped. The one connected system is the destination where drafts are saved, such as document storage or your CRM. Rates come from rate cards you provide. Reading live rates or shipment data from a TMS would be a second system and needs a Change Quote.
What does the Logistics proposal build cost to run?
Running costs are roughly $20 to $150 a month in AI model usage, paid in your own accounts, and they rise with the number of proposals and rate quotes drafted. The one-time build price for each delivery speed is shown in the price and delivery panel on this page. Monthly maintenance is optional and covers new rate cards and term updates.
How soon can the Logistics proposal system start drafting?
It starts drafting once the build is delivered, tested and approved by you. The price and delivery panel on this page shows the time for each speed, counted from the day your intake is verified. Intake is due within 72 hours of ordering, so gather your rate cards, accessorial schedule, standard terms and a few reference proposals before you order.
Answer the rate request before the shipper asks someone else.
Order AI Proposal System for Logistics today and it goes live on a fixed delivery date. The scope above is exactly what you get, in writing, before you pay.
Works well with
Professional Services
AI Client Reporting
Assembles client reports from project and performance data.
