Rate it
RateFlow
Quoting and client management for regional 3PLs. You priced that account two years ago. Nothing has checked it since. RateFlow builds the quote, keeps the rates your client agreed to, and reads your invoices back in, so the deal you sold and the deal you got end up on the same screen.
Four steps, and the fourth one is the reason for the other three
- 1
Quote it
Build off your own rate card: container unload, storage, pick & pack, B2B out, freight, minimums, the one-off line you always end up adding.
- 2
Send it
The client opens a portal, not a PDF. They move their own volumes and watch the sheet re-price.
- 3
Freeze it
They type their name and the rates they accepted become a snapshot, the version you can point at eighteen months later.
- 4
Check it
Your invoices come back in on their own and get held against what you quoted.
Quote it: a builder that already knows what you sell
The services a 3PL actually sells
Container unload, receiving, storage, pick & pack, B2B outbound, freight and parcel, returns, minimum monthly, custom lines. Sections in your order.
Freight and parcel rate tables
A full table on the quote: zones, weight breaks, per-shipment adders.
Minimum monthly, handled honestly
The sheet shows the activity required before the minimum stops applying.
Defaults you can override per quote
The template carries your standard rate. A quote can move off it for one account without editing the template.
Two scenarios, one quote
Move-in pricing and steady-state, or two volume assumptions, presented side by side.
Revisions keep their history
A revised quote is a new version linked to the one before it. A line priced at zero is a claim, not an absence.
Paste the email, get the volumes
Drop the prospect's email in and it extracts pallets, orders and SKUs. Ask for what is missing with a structured request for dimensions, case pack and monthly volume.
Send it and freeze it: hand them the math instead of defending it
A portal, not an attachment
The client moves volumes against the same sheet and watches it re-price. Questions land on the quote, threaded, and you can ask them things too.
Accepted with a typed name
No e-signature seat required. They type their name and it is timestamped.
The portal does not expire on acceptance
It becomes the permanent account page. The accepted sheet is downloadable and identical to what they signed.
Agreements filed against the account
Searchable document storage per account. Accounts priced before RateFlow get a baseline so their history starts somewhere.
Review dates that surface themselves
Upcoming rate reviews show up on the dashboard and the calendar.
Check it: the month you find out
You do not change one thing about how you bill
Send the invoice exactly the way you send it today, out of whatever you bill from. RateFlow reads the document: client, invoice number, period, line items, rates.
It files itself, or it asks
Once it has learned your billing codes, invoices sort to the right account on their own. Anything it is not confident about goes to a queue for you to assign.
Quoted vs actual, month by month
Storage, orders and containers beside the billing for the same month. Partial months are marked as partial.
Accounts that changed shape
Volume that outran billing, found by comparing against the median rather than a trailing average.
Rates that drifted off the card
Invoice lines that do not match the account's accepted rates are flagged.
What it cannot tell you
It does not calculate margin without your labour cost, it only knows the invoices it has received, and it suggests rather than changes anything.
The CRM around it, sized for a 3PL sales desk
Pipeline
Lead through active, on a board or a list.
Email in one place
Threaded client communication on the account.
Contacts and notes
Multiple contacts per account, notes with an author and a date.
Tasks and follow-ups
Due dates, overdue highlighting.
Calendar
Tasks, rate review dates and quote follow-ups on one month view.
Import what you have
CSV import with duplicate detection.
What it isn't
Not a WMS
It does not run operations or inventory. That is ShipFlow.
Not a general CRM
It knows what a 3PL sells and nothing else.
Not accounting
You keep billing from whatever you bill from. RateFlow reads the result.
Not self-serve
Accounts are set up by hand, on a call, with your rate card.
Built inside a 3PL, for regional operators who quote out of a spreadsheet and find out later: a sales desk of one to five people, accounts that have not been repriced in years, agreements that are hard to find, billing that goes out as a PDF.
Start with a conversation, not a signup form.
Tell us how you quote today and we will set RateFlow up with your rate card.