Solutions / Freight Forwarders
Run your entire freight forwarding business on Atlas Verified.
Give every employee access to company-managed AI, from sales and operations to documentation, customer service, and finance. Turn quote requests into customer proposals, track cargo and exceptions, and share shipment status. Use Sales Operations to issue invoices, track receivables, and apply payments.
Quote from carrier offers and company rate sheets · Track cargo, documents, and customer updates by shipment · Issue customer invoices, track receivables, and apply payments
Freight Operations Workspace
- QT-1042 · Rotterdam to Newark
- Two carrier offers received · Review charges and prepare quote
- SHP-2187 · Ocean import
- Arrival estimate changed · Check drayage appointment and draft update
- INV-4483 · Carrier invoice
- Fuel charge differs from rate terms · Review the invoice line and agreement
- INV-4510 · Customer invoice
- Issued in Sales Operations · partial payment applied · Review remaining balance
Illustrative view · Sample records
Manage quote requests, carrier offers, and customer acceptance.
A rate request can arrive in an inbox, carrier replies can come back in different formats, and the customer may approve a version that operations has never seen. Keep the evidence and decision with the quote.
Capture the request
Bring in the customer email and attachments. Use Atlas Chat to summarize the lane, cargo, equipment, dates, and special handling. Flag missing details before pricing the move.
Request and compare carrier offers
Prepare carrier RFQs, keep original responses, and compare compatible offers. Review validity, equipment, currency, fuel, and accessorial terms against your private rate sheets or agreements.
Send a quote your team can trace
Build an itemized customer quote, generate a PDF, and keep each revision. Where enabled, the customer can accept a specific finalized version through its share link.
Hand the accepted work to operations
Create or reopen the Atlas Verified shipment from the accepted quote. Confirm the shipper, consignee, lane, service, equipment, and dates. Record the carrier’s booking confirmation and reference when you have them.
Atlas Verified workspace
Check a shipment when you are away from your desk
See the latest arrival estimate, what is still unconfirmed, and who needs to review the customer update.
Track customer cargo and handle exceptions in the shipment record.
When an ETA changes or a customer asks where their goods are, operations and customer service can start with the same shipment record.
Track legs and milestones
See the shipper, consignee, cargo, equipment, and transport legs together. Review pickup, departure, arrival, and delivery milestones where the underlying records or tracking sources support them.
Check what the tracking source actually confirms
See the source and observation time. An observed vessel location helps explain the movement, while a confirmed cargo handoff records when the goods changed legs.
Give customers shipment visibility
Share an expiring, read-only link so a customer or consignee can see shipment details, updates, and the documents included in the shared view. Prepare a customer email when a delay or new ETA needs explaining.
Carry exceptions through the handoff
Record a missed milestone or discrepancy with its evidence. Review a revised ETA and draft message, confirm the customer update, and hand the next action to the teammate taking over.
Manage shipment paperwork, invoices, and receivables.
Finance should be able to see the rate the customer accepted, the proof of delivery, and the carrier charge in question without asking three teams to forward their files.
Collect and review the shipment documents
Keep bills of lading, commercial invoices, packing lists, booking confirmations, and proof of delivery with the shipment. Use document tools to inspect extracted information and compare it with the original file.
Request the exact document that is missing
Send a request for a specific missing file. When it comes back, open the relevant page and record the review decision with the shipment finding.
Track invoices and compare billed charges
Review a customer invoice against the accepted quote, or a carrier invoice against the shipment’s audited rate terms. Keep credits, line references, differences, and approvals with the record. Prepare a dispute draft when the evidence supports it.
Issue the invoice and track what’s owed
Put approved charges, proof of delivery, and the supporting documents into a downloadable billing packet. Issue the customer invoice in Sales Operations, then record and apply payments to the invoice and track the remaining balance.
Give every department company-managed AI and the tools it needs.
Give every employee company-managed AI access in one Atlas Verified organization. Set permissions by role. On Max, configure AI Employees for ongoing assignments with the accounts, documents, tools, and approvals each role needs.
Sales and pricing
Connect a supported inbox such as Gmail. Use Atlas Verified to prepare quote inputs, compare carrier offers, summarize customer requirements, and draft follow-ups for review.
Operations and documentation
Give the team shipment, document, and tracking tools. Ask Atlas Verified to summarize a file, identify missing evidence, prepare a handoff, or pull together the source behind an ETA change.
Customer service and finance
Give customer service the shipment context it needs for updates. Give finance the quote, proof of delivery, invoice, and rate evidence it needs to review charges.
IT and management
Configure permissions, access to shared work, and approvals. Connect supported apps directly. Use a custom API connection or incoming webhook when the system and operation support it.
See one ocean import move from quote to billing.
Sample workflow for a forwarder managing an ocean move and final-mile drayage.
Sales receives the request
The customer sends the cargo details by email. Sales reviews the missing ready date, compares carrier offers, and sends the itemized proposal.
Operations confirms the move
The customer accepts a version. Operations creates the shipment, records carrier-confirmed space, and requests the missing packing list.
Customer service handles a new ETA
An arrival observation changes the estimate. The coordinator checks the drayage handoff, confirms the message, and shares the updated shipment record with the customer.
Finance issues the invoice and tracks payment
Finance checks the carrier invoice against the rate terms, reviews the fuel difference, and issues the customer invoice in Sales Operations. The team keeps the billing packet with proof of delivery and applies payments as they come in.
Ask Atlas Verified which freight invoices need review.
Use an AI Employee or Atlas Chat to work from the quote, shipment, and source documents your organization has made available.
Review this carrier invoice against our agreement and the shipment’s delivery evidence. Which lines need a decision?
The invoice bills $180 for fuel. The agreement calculates $150 for the supplied linehaul amount, a $30 difference for review. The appointment record is missing, so detention remains unresolved. Carrier agreement · fuel schedule Carrier invoice · fuel line
Prepare a dispute draft for the fuel line and list what we need to review detention.
The draft references the invoice line and agreement. Add the appointment and arrival records to review detention. The draft is ready for your team to review.
SHP-2187 needs an update. The carrier’s latest observation revised the arrival estimate. The drayage appointment is still unconfirmed. Review the source and approve the draft before sending.
Frequently Asked Questions
See Atlas Verified with one of your freight moves.
Bring a sample quote request, shipment, or invoice. We’ll walk through how sales, operations, customer service, and finance would work on it in Atlas Verified.