Sales & Pricing

Quote from your real costs. Book against what you quoted.

When rates live in spreadsheets and quotations in email, sales quotes from memory and operations books without knowing what was agreed. Bolisa keeps inquiries, buy rates, quotations and customer offers in one place, so the price you quote is the price your shipment is booked against.

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An issued and accepted Bolisa quotation with freight, clearance and trucking lanes, the chosen carrier option, the selling price and the margin over cost. — Product interface shown with demonstration data

What your teams can do

Every inquiry, from one shipment to a full tender

Capture the customer’s request as lanes across freight, trucking and customs clearance. Each lane keeps its own terms, equipment and volumes, so a tender that mixes import FCL, export air, truck hire and clearance at several ports stays in one inquiry. Attach the customer’s files and discuss them on the record.

A tender inquiry with three freight lanes and a trucking lane, each with its own terms and volumes, waiting for pricing.

A pricing queue your team can work through

Lanes that need a buy rate go to the pricing team for that service. Pricing claims the request, applies matching rates from your library lane by lane, declines what it can’t price, and responds. Requests don’t wait in someone’s inbox.

The pricing queue: inquiry scopes waiting for buy rates, with customer, lanes, requester and status.

From accepted quotation to customer offer, in one step

Preview the offers an accepted quotation will create, including any change in cost since you quoted and any overlap with existing offers, then create them together. Each offer shows the quotation it came from.

A customer freight offer with its lane, carrier, validity and charge, showing cost, sell and margin, and the quotation it came from.

Your buy rates, in one library

Keep vendor rates for freight, trucking and clearance with validity dates, minimum charges and weight breaks. Import from Excel and review every change before it is saved.

The rates library: vendor buy rates by lane, carrier, container and validity.

Customer accounts with clear ownership

Each customer has an owning and a handling salesperson with dated history, agreed credit terms, and the documents you require before you start working with them.

A customer account with its industry, status, contact addresses and credit terms in three currencies. — Product interface shown with demonstration data

Quotations that read like rate sheets: Build the quotation from priced options, apply your markup across the rows you choose, and issue it as a PDF or an Excel rate sheet with one table per type of lane. Every revision is kept, and the customer’s decision is recorded against the options they accepted.
Offers that protect what was agreed: A booking made from an offer keeps the ports, carrier, incoterm and equipment the offer fixed. When no offer fits a booking, your team sees the offers that nearly fit and what differs, instead of guessing.

Controls built in

ServesReliable Execution

A company becomes an active customer only once its credit terms, required documents and salesperson are in place.
A rate that has already priced a shipment can’t be changed underneath it.
A freight offer is judged against the shipment’s departure date, not the day someone opens the file.

Connected to

See how Bolisa fits your business.

Tell us about your operations and challenges. We’ll tailor the demonstration to show the workflows, controls, and insights relevant to you.

Book a Demo Discuss Your Business