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How CargoWise forwarders automate quoting

A practical sequence for Germany, Benelux and India CargoWise shops: automate inbound quote email around the TMS, without a rip-and-replace programme.

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Quick answer

To automate quoting on CargoWise, keep CargoWise as the system of record and add an automation layer that parses inbound quote emails, drafts quotes against current rates, and reconciles structured detail with the TMS shipment record on one live reference. Roll the workflow out to a small quoting team first, measure turnaround, then expand. There is no rip and replace.

Why automate quoting around CargoWise instead of replacing it?

CargoWise already holds critical operational and commercial records for many forwarders in Germany, the Benelux and India. Replacing it to fix quote turnaround is the expensive answer to the wrong problem.

The bottleneck is usually unstructured intake: RFQs in Outlook, rate sheets beside the TMS, re-keying before a customer sees a price. Automate that layer. Leave CargoWise in place.

What does the target workflow look like?

  • Inbound RFQ email is parsed into structured shipment data.
  • A draft quote is assembled against current rates for operator review.
  • Accepted detail stays aligned with the CargoWise shipment record.
  • Documents and follow-up email attach to the same live reference.

How do you roll it out without disrupting the desk?

Start with one mailbox and a small group of operators. Compare median quote time before and after. Only then widen to more lanes or branches.

For the product view, see the CargoWise integration and freight quote automation solution pages. For the strategic framing, see TMS vs freight operating system.

In practice

Implementation sequence

Week 1 to 2: baseline and connect

  1. 1Measure current median minutes from RFQ received to quote sent.
  2. 2Connect the shared quoting mailbox and identify rate sources.
  3. 3Map how quote detail should reconcile with CargoWise shipment fields.
  4. 4Pick a pilot team and a bounded set of lanes.

Week 3 to 4: draft quotes in review

  1. 1Turn on parsing for inbound RFQ email on the pilot mailbox.
  2. 2Have operators review draft quotes instead of building from scratch.
  3. 3Compare turnaround and re-keying touches to the baseline.
  4. 4Tighten extraction rules where incomplete RFQs are common.

Expand once the number is real

  1. 1Add more mailboxes or branches after the pilot proves the minutes.
  2. 2Keep CargoWise as system of record; widen automation, not migration scope.
  3. 3Connect documents and email follow-up to the same live reference.
  4. 4Review win rate on time-sensitive lanes where speed matters.

FAQ

Frequently asked questions

Do we have to migrate off CargoWise to automate quoting?

No. Keep CargoWise as the system of record and automate inbound quote intake and draft assembly around it.

How long before a pilot shows results?

A focused mailbox pilot can show turnaround change within weeks because the workflow is high frequency and easy to measure.

What should we measure?

Median minutes from RFQ email to quote sent, re-keying touches per quote, and whether drafts use current rates.

See how FRAI fits into your freight operation

Book a personalised demo and explore how FRAI can automate your workflows across your existing systems, with no rip and replace.