Multideck

Sales & CRM · Price with confidence

Build the quote once.Keep every charge,margin and decision attached.

01 One quote, one commercial record

See the decision, not just the price.

Owner, route, totals and readiness stay together, so the commercial position is clear at a glance.

  • One recordCustomer, route, options and margin together
  • ReusableStart fresh, from email or from an earlier quote
  • ReviewableKeep the decision behind the price
Multideck quote audit summary showing a dated timeline of completed quote events
A dated history keeps changes, decisions and outcomes accountableAudit summary

Product visuals may differ while Multideck is in development.

02 Today What this costs

The price is rarely the problem.The missing context around it is.

Customer details, route notes, supplier rates and margin often live in four different places.

The result is a quote that can be sent, but cannot be confidently reviewed, handed over or explained later.

  1. 01 The route is typed from memory

    Route details are recreated instead of carried forward.

  2. 02 Supplier options disappear

    The choice survives. The alternatives and reasoning do not.

  3. 03 Margin is checked too late

    Cost, sell and exchange rates are reconciled after the promise is made.

  4. 04 Handover starts again

    Operations receives a price and rebuilds the story behind it.

03 What changes Quotes

What changes when the quote is the commercial record.

  1. 01 Start where the enquiry starts

    Start fresh, from email or from an earlier quote.

  2. 02 Margin you can protect

    See cost, sell and profit before you commit.

  3. 03 A decision you can follow

    Follow the quote from sent to won, lost or changed.

04 Inside the quote One record

One quote. Every decision stays attached.

Move through the quote without losing the commercial picture.

Quote QTE-10842Customer, code, purchase order and contactMode, Incoterm, origin, via point and destinationAlternative services kept under the supplier that offered them

  1. The people and references behind the price arrive with the enquiry.

    Customer, contact and references stay with the quote from enquiry to handover.

  2. Freight detail is structured, not buried in free text.

    Mode, Incoterm, origin, destination and transit stay as one route.

  3. Supplier and carrier choices can be compared before one is committed.

    Compare services, rate sources and margin before choosing the offer.

The detail panel

Nothing is hidden behind a summary.

Open the detail you need without losing the quote you were reviewing.

Multideck quote data capture showing customer, agent, shipper and consignee details in one workspace
Customer, agent, shipper and consignee details stay together on the quoteLogistics data

Product visuals may differ while Multideck is in development.

05 Quote outcomes Quotes
Multideck dialog for recording why a freight quote was lost, with structured reasons and optional detail
Capture the reason behind a lost quote while the context is still clearOutcome reporting

Product visuals may differ while Multideck is in development.

When a quote is lost, keep the reason.

Capture a clear outcome while the context is still fresh, then use it to improve future commercial decisions.

  1. 01 A structured reason Record the main reason without relying on memory.
  2. 02 Useful context Add the detail the commercial team will need later.
  3. 03 Better reporting Turn individual outcomes into clearer conversion reporting.
06 Handover Quote to Customs

The booking hands itself to Customs.

Readiness is checked against the record. Missing facts are listed before Customs handover.

  1. 01 Checked against the job Each required fact has a visible state.
  2. 02 Fixed where it is raised Fix an outstanding check where it appears.
  3. 03 Handed over once it is whole Create the declaration from agreed quote values.
07 The next step Multideck

Price the work without losing the story behind it.

Bring a recent quote. See the same decision in one record.

A won quote should already contain the facts the job needs. Bookings, documents and Customs can start from the facts already agreed here.
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