From Incoming Request to Review-Ready Pricing Task

Explore the three controlled modules included in the fixed-scope design-partner pilot.

PILOT SYSTEM DESIGNMODULE 01
EMLQuote requestRotterdam → Hamburg
PDFCargo details2 pallets · 840 kg
XLSItem listCommodity + dimensions
02EXTRACTSource-linked fields
SHIPMENT RECORDReview ready
Origin
Rotterdam
EML
Destination
Hamburg
EML
Weight
840 kg
PDF
Ready date
Not found
Missing
Quote Request ExtractionIllustrative pilot system design — not customer results
2026PILOT MODULE

Quote Request Extraction

Turn emails, PDFs, documents, and spreadsheets from one shared quote inbox into a structured shipment record.

1SHARED INBOX
30–100HISTORICAL REQUESTS
PILOT SYSTEM DESIGNMODULE 02
COMPLETENESS CHECK6 required fields
  • IncotermFCAComplete
  • Ready date—Missing
  • CommodityMachine partsComplete
  • Dangerous goodsConflictingReview
  • TemperatureAmbientComplete
HUMAN APPROVAL GATE2 exceptions require review

No clarification or external action is sent automatically.

Reviewer required
Completeness and Risk ReviewIllustrative pilot system design — not customer results
2026PILOT MODULE

Completeness & Risk Review

Check each request for missing, conflicting, or risk-sensitive information before pricing begins.

100%EXTERNAL ACTIONS APPROVAL-GATED
0AUTOMATIC RATE DECISIONS
PILOT SYSTEM DESIGNMODULE 03
01INTAKEQI-024
02REVIEWApproved
03PRICING TASKAssigned
OWNERRoad Pricing — West
Assigned
Priority
Standard
Source
Shared inbox
Status
Ready for pricing
Pricing Task Routing and Audit TrailIllustrative pilot system design — not customer results
2026PILOT MODULE

Pricing Task Routing & Audit Trail

Create an assigned internal pricing task with its source, status, review history, and proposed next action.

10BUSINESS DAY PILOT
1FIXED OPERATIONAL REVIEWER

How Many of Your Last Ten Requests Were Ready to Price?

If several needed clarification or internal sorting, share your current intake process and weekly quote volume.