ASL Quote System

Dashboard

Salesman Opened by Customer

📊 Statistics

⠿Headline insight

📊

Loading insights…

⠿Performance snapshot

Performance Snapshot

Conversion Rate

—%

— accepted of — closed

Open Quotes

—

Sent · Pending · Draft

Rates Expiring ≤ 5 days

—

Active quotes nearing expiry

Rates Expired

—

Needs re-quote or status update

⠿Company performance

Declined Profit

—

Accepted Profit

—

Avg Margin

—

profit ÷ revenue on accepted quotes

Open Pipeline

—

⠿Pipeline funnel

🔻 Pipeline Funnel

Where quotes stand · count and value

No quotes yet.

⠿Won vs lost

⚖️ Won vs Lost

Closed quotes and why we lose

No closed quotes yet.

⠿Profit by salesman

💰 Profit by Salesman

Accepted profit · win rate · margin

No accepted quotes yet.

⠿Mode & direction split

🚢 Mode & Direction

Share of quotes · follows the period switch

No quotes yet.

⠿Revenue & profit trend

📈 Revenue & Profit — last 12 months

Accepted quotes by month · light = revenue, dark = profit

No data yet.

⠿Quote velocity

📈 Quote Velocity

Last 12 weeks

Avg / week

—

Best week

—

Trend

—

⠿Response speed

⚡ Response Speed

How fast quotes move · follows the period switch

No data yet.

⠿Top customers · conversion

🏆 Top Customers · Conversion

Min 3 closed quotes

No data yet.

⠿Top customers · volume

💼 Top Customers · Volume

By accepted quote value

No data yet.

⠿Top routes

🌍 Top Routes

By quote count

No data yet.

🗂 Quotation Management

⠿Needs attention

⠿Reminder cards

⠿Recently opened

⠿Open quotes

📋 Open Quotes

Oldest first · accept, decline or open without leaving the dashboard

No open quotes.

⠿Pending quotes by user

⏳ Pending Quotes by User

Drafts · Pending Cost · Sent

No pending quotes.

⠿Awaiting customer answer

📨 Awaiting Answer

Sent 4+ days ago with no decision — chase or add a follow-up note

Nothing waiting.

⠿Expiring soon

⚠️ Expiring in 5 Days

Active quotes — follow up before they expire

No rates expiring soon.

⠿Recently expired

🚫 Recently Expired

Past validity — needs re-quote or close

No expired rates.

⠿Recent activity

🕒 Recent Activity

Latest changes on quotes

No activity yet.

Open Quotes

Stage

Mode

Quote #	Customer	Shipper	Route	Mode	Service	Direction	Cargo	Status	Opened By	Age	Total	Profit	Margin

All Quotes

Status

Mode

Origin

Destination

Customer

Shipper

Agent / Carrier

Date from

Date to

Date of

0 selected

	Quote #	Date	Customer	Shipper	Route	Mode	Service	Direction	Cargo	Sell (USD)	Profit	Margin	Opened By	Status	📌 Note	Actions

—

Reports

—

🚢 All Shipments

—

Search

Status

Mode

Shipment #	Quote #	Customer	Route	Mode	Incoterm	Status	Current State	Created

Customers

Country

Activity

Status

	Code	Company	Contacts	📧	📱	Country	Sales	Activity	Docs	%	Terms	Actions

Salesmen

Branch

Status

Initials	Name	Branch	📧	📱	Custs	Quotes YTD	Ships YTD	Rev YTD	Last Act.	Status	Actions

Opened By

Manage the list of people who can be selected as "Opened By" on a quote

Name	Email	Branch	Actions

Tariffs

Rate sheets per carrier / route — their charges drop into a quote in one click

Origin

Destination

Mode

Carrier

0 selected

	From	To	Carrier	Mode	Charges	Freight Buy	TT	FDD	Cur	Valid From	Valid Until	Status	Notes

Carriers

Type

Status

	Code	Name	Type	Tariffs	Quotes YTD	Last Used	Status	Actions

Agents

Status

	Code	—	Company	Country	Service	📧	📱	Contacts	Quotes YTD	Last Activity	Status	Actions

Shippers

Status

	Code	Company	Country	Referent	📧	📱	Ships YTD	Last Shipment	Status	Actions

Charge Library

Mode

Status

Code	Name	Category	Mode	Group	Basis / UOM	Cost	Sell	Cur	Incoterm	VAT?	Fixed?	Quick?	At actual?	Status

📦 Package Types

Used in the cargo tables (Air & LCL) — keep names matching your Logitude package types

Name	Code	Modes	Container	Active	Actions

📍 Ports

—

0Total Ports

0Ocean

0Air

0Missing UN/LOCODE

Mode

Country

0 selected

	Code (Tariff)	UN/LOCODE (XML)	Name	Country	Modes	Quotes	YTD	Tariffs	Actions

Settings

🏢 Company Details

Company Name

Address

Phone

Email

Website

VAT Rate (%)

⏰ Follow-up Reminder Emails

Whoever opened a quote is emailed when it is still in Draft after 24 h, when it was Sent 48 h ago with no customer answer, or when it is about to expire. Reminders go out weekdays only, at 10:00 and 13:00 (branch local time) — everything due since the previous slot is consolidated into one email. Every Monday 08:00 each user also gets a table of all their Draft and Sent quotes. The Escalation CC below is copied on every Draft / Sent reminder and is saved per branch — switch branch to set another one. Separate multiple addresses with commas.

Escalation CC (CC on every 24 h Draft / 48 h Sent reminder · this branch)

Weekly Digest Recipients (Monday pipeline overview)

📨 Request Cost Email Template

Customize the email sent to agents from Request Cost. Leave both fields empty to use the built-in default. Available placeholders (replaced per quote when the email is built):

          [Agent] — contact name (filled per recipient)  ·  [REF] — quote number  ·  [CUSTREF] — customer's reference / PO  ·  [MODE]  ·  [SERVICE]  ·  [ORIGIN]  ·  [DESTINATION]

          [INCOTERM]  ·  [PICKUP] — pickup address  ·  [COMMODITY]  ·  [CARGO] — cargo details / dims block  ·  [REQUEST_LIST] — the numbered charges list

          [USER] — signed-in user's full name (the sender)  ·  [SALESMAN] — quote's salesman  ·  [COMPANY]  ·  [PHONE]  ·  [EMAIL]  ·  [WEB]  ·  [DATE] — today's date

Subject Template

Body Template

🧾 Quote Numbering

Quote numbers are built as PREFIX + YEAR + "-" + SEQUENCE — e.g. QSI26-1. Each Mode × Direction combination has its own prefix. Change the year at the start of a new year and the sequence resets automatically.

Year (2 digits)

Sea (Ocean)

Sea Import

Sea Export

Sea Cross

Air

Air Import

Air Export

Air Cross

Land

Land Import

Land Export

Land Cross

🔗 Logitude — Workflow Webhook Integration

These Logitude settings belong to the current branch only.

Connect your quotation module to Logitude World to send quotes directly via Logitude's Workflow Webhook API.
Ask your Logitude Workflow Admin to create a workflow that receives external quote data, then enter the Webhook ID below.

Webhook Base URL

Workflows per Shipment Type

Each Logitude workflow has its own Workflow ID and Access Key. The app routes each quote to the workflow matching its shipment type. Leave a row blank to disable that type.

🚢 FCL Ocean · 🚛 Land FTL — whole-truck quotes use this workflow too

Workflow ID

Access Key

📦 LCL Ocean · 🚛 Land LTL — one workflow for both: it reads Transport Mode & Shipment Type from the payload

Workflow ID

Access Key

✈️ Airfreight

Workflow ID

Access Key

Default Direction

Payload Format Keep JSON. Pipe makes Logitude fail with "Unexpected character encountered while parsing value".

Department Logitude department for new quotes (must match Maintenance → Departments)

Branch Logitude branch for new quotes (must match Maintenance → Branches)

💱 Currency Exchange Rates

Enter the rates the way Logitude shows them for this branch — 1 foreign currency = ? local. They convert charge lines to the quote currency and feed the Logitude payload.

Not configured

Field Mapping Reference (v11)

Each shipment type is routed to its own workflow (FCL → FCL ID, LCL → LCL ID, Air → Airfreight ID). The payload schema below applies to all three.
Direction — Per-quote direction field (Import/Export)
Transport Mode — Ocean / Air / Land
Customer Type — Always "Consignee"
Quote Type — Always "Spot Rate"
From Port / To Port — Port codes (UNLOC)
Customer — Customer Logitude Code
Consignee — Code + Name (e.g. "70593,Amiouni Trading CO SAL")
Shipment Type — FCL / LCL / FTL / LTL etc.
Department — From settings above
Branch — From settings above
Commodity — Description of Goods
ShipperReference — Quote number
Charges — All charge lines from Option A

Pipe format index: 0=Mode · 1=Direction · 2=CustCode · 3=CustName · 4=Consignee · 5=FromName · 6=ToName · 7=FromCode · 8=ToCode · 9=Goods · 10=QuoteRef · 11=Date · 12=ValidUntil · 13=Incoterm · 14=ShipmentType · 15=Carrier · 16=Transit · 17=Currency · 18=TotalSell · 19=Profit · 20=Department · 21=Branch · 22=CustType · 23=QuoteType · 24=Source

Quote Information

Quote Number

Date

Valid Until

Salesmen

Opened By

Required for Logitude — fills the Handler on the Logitude quote.

📌 Add a note for the team — what's happening with this quote…

⇄ Link with another quote of this shipment (Air / Sea alternative)… i

Customer & Parties

Customer

Contact Person

Email

Customer Ref.

Shipper

Consignee

Incoterm

Route

Move Type

Origin Port / Airport

Destination Port / Airport

Cargo — Ocean

Select Container Types

Different containers per option

20GP

40HC

20RF ❄️

40RF ❄️

45HC

20OT 🔓

40OT 🔓

20FR 🚜

40FR 🚜

Non-stackable cargo

Commodity

Gross Weight (KG)

No. of Packages

⚠️ Hazardous / DG Cargo

This shipment contains hazardous / dangerous goods

📊 Cost Intelligence

Date	Quote #	Agent / Source	Carrier	Local Cost	Freight	Total Cost	Mode

Charges

Target Margin % on cost

Agent A

Carrier A

Validity A

Transit Time A

FDD A

Currency

Description A

Terms & Conditions

Exclusions (uncheck to remove from this quote)

Custom Exclusion

Base Terms (auto-loaded from template — click to edit)

✨ Smart Fill from Email

Paste the customer's enquiry email below and AI will auto-fill Customer, Route, Cargo, and Incoterm. You can always edit the filled values in the Summary tab.

Tip: Smart Fill works best when the email mentions origin/destination, container type or weight, and incoterm. After auto-filling, jump to the Summary tab to review and finalize.

Agent Cost Comparison v9.7 FUNCTIONAL

Compare agent quotes side-by-side. Pre-seed follows your lane + mode; add more charges via quick-pills or the custom button. Your Tariff auto-fills if the lane matches a saved tariff.

Loading lane info...

Agent Quotes — Upload / Paste / Type Manually

Quick-add Charges

Appends a new row — pick a charge from the dropdown in the Charge column.

📎 Supporting Documents

📤

Drop files here or click to browse

Booking requests, commercial invoices, packing lists, agent quotes — anything relevant to this enquiry.

No files attached yet.

🕒 Quote History & Activity

No history yet — status changes and edits will appear here.

Click Preview to see quote

OptA

Sell$0.00

Cost$0.00

Profit$0.00

Margin0.0%

What's new

Import

Sign out?

Confirm

Forgot your password?

Set a new password

📝 Follow-ups —

Add Salesman

Add Name

👤 Salesmen

🔐 Users

🏢 Company Details

⏰ Follow-up Reminder Emails

📨 Request Cost Email Template

🧾 Quote Numbering

🔑 AI Parser — Anthropic API Key

🔗 Logitude — Workflow Webhook Integration

📋 Terms & Conditions Templates

📊 Decline & Cancellation Reasons

New Customer

Add Tariff

Add Carrier

Add Agent

Add Shipper

Add Port

Add Package Type

Charge Definition

Add User

What's new

Import

Sign out?

Confirm

Forgot your password?

Set a new password

📝 Follow-ups —

Add Salesman

Add Name

👤 Salesmen

🔐 Users

🏢 Company Details

⏰ Follow-up Reminder Emails

📨 Request Cost Email Template

🧾 Quote Numbering

🔑 AI Parser — Anthropic API Key

🔗 Logitude — Workflow Webhook Integration

📋 Terms & Conditions Templates

📊 Decline & Cancellation Reasons

New Customer

Add Tariff

Add Carrier

Add Agent

Add Shipper

Add Port

Add Package Type

Charge Definition

Add User

Update Status

⚠️ Unsaved Changes

Import Customers

📊 Options Comparison

⚡ Quick Quote

Change Status for Selected