Platform module

Pricing & Quotes

Turn carrier contracts and rate cards into controlled customer quotations with margin visibility and approval rules.

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Carrier contracts and rate cards

Buy and sell rate separation

Surcharges and accessorials

Markup and margin controls

Quote approval workflows

Validity and version history

Useful independently

Teams can adopt Pricing & Quotes for its focused workflow without enabling every other Wharvex module.

Connected when needed

Records can link to the same tenant customers, suppliers, quotations, shipments, documents and conversations.

Tenant controlled

Access follows tenant membership, permission sets, lifecycle state and the capabilities included in the subscription.

How it works

A clear operational workflow

1
Maintain approved carrier contracts and rate cards
2
Calculate buy cost and applicable charges
3
Apply controlled sell pricing and margin rules
4
Approve, issue and version the customer quote

Designed for

• Sales and pricing teams
• Commercial managers
• Tenant finance leaders

Operational outcomes

• Consistent quotation logic
• Protected buy rates and margin visibility
• Traceable approvals and quote validity

Frequently asked questions

Who uses Pricing & Quotes?

Sales and pricing teams, Commercial managers, Tenant finance leaders use this module with access controlled by tenant roles and permission sets.

Can Pricing & Quotes work independently?

Yes. A tenant can use this focused workflow independently and connect it to other Wharvex records and modules when required.

What does Pricing & Quotes connect to?

It connects naturally with Freight Operations, Finance & Analytics, Workspace & Security while maintaining tenant-scoped access.

Continue exploring Wharvex

Platform modules Provider marketplace Platform FAQ Trust & security About Wharvex Contact & onboarding Freight Operations Finance & Analytics Workspace & Security

Pricing & Quotes: prepare the workflow and handovers

Turn carrier contracts and rate cards into controlled customer quotations with margin visibility and approval rules.

Define the working scope

Identify the records, participants and decisions involved before configuring the workflow. Carrier contracts and rate cards; Buy and sell rate separation; Surcharges and accessorials; Markup and margin controls; Quote approval workflows; Validity and version history are the capabilities described for this module. Confirm which capabilities apply to your plan and the way your team intends to use them.

Follow the process with clear ownership

Maintain approved carrier contracts and rate cards. Calculate buy cost and applicable charges. Apply controlled sell pricing and margin rules. Approve, issue and version the customer quote. Assign an owner to each stage and identify the information needed for the next step. Keep approved changes and supporting documents with the relevant records so handovers use the same version.

Review the outcome

Consistent quotation logic. Protected buy rates and margin visibility. Traceable approvals and quote validity. Review exceptions and unresolved questions with the people responsible. A recorded status or approval should correspond to an actual decision, and any operational commitments must still be agreed with the relevant parties.

Questions before you proceed

Who should be involved?

Sales and pricing teams, Commercial managers, Tenant finance leaders are the intended participants described for this module. Review their workspace permissions and confirm who is responsible for entering information, approving changes and completing each handover.

What should be confirmed before rollout?

Confirm the required modules, plan, user access, source data and any integration or migration requirements. Test a representative workflow with the people who will operate it before expanding its use.