Quick Overview
VelocityOS brings together rate management, quote preparation and customer follow-up. For brokerage teams evaluating a connected quoting workflow, the starting point is a review of supported rates, shipment requirements and TMS connections. Confirm the scope for your transport modes and operating model during a guided demonstration.
Bring pricing and customer offers into a consistent process
Brokerage teams need to understand the cost behind an offer, the conditions that apply and which version the customer received.
Evaluate a workflow that connects these steps:
| Stage | What the team needs to establish |
|---|---|
| Request review | Origin, destination, equipment, cargo requirements and timing |
| Cost preparation | Applicable buy rates, fuel, accessorials and exclusions |
| Pricing review | Customer price, margin and required approvals |
| Quote issue | Current version, service assumptions and expiry |
| Follow-up | Responsible person, customer questions and next action |
| Operational handoff | Accepted offer, shipment details and downstream reference |
Use the demonstration to check how these steps would work with your own data and systems.
Review the complete cost before quoting
A lower base rate may become a higher total cost once additional charges are included. Consistent pricing starts with comparable inputs.
Identify which charges are included, which depend on shipment conditions and which require confirmation. Keep the rate source and validity available to the person reviewing the offer.
Explore VelocityOS rate management to review the pricing workflow.
Keep quote follow-up connected to the current offer
Customer discussions should refer to the latest quote version, its validity and any unresolved questions.
Assign responsibility for follow-up and record the next action. A recorded view or click can provide context, while commercial acceptance and operational confirmation remain separate steps.
Use the quote-tracker guide to review statuses, ownership and conversion definitions.
Define the handoff to your existing TMS
Agree which system creates and maintains the operational record after the customer accepts an offer.
Map the customer identifier, quote reference, shipment requirements and agreed commercial details. Confirm which updates return from the TMS and how the team handles missing or conflicting information.
Connection scope depends on the systems involved, integration method and selected data flows. Review TMS integration as part of the evaluation.
Check brokerage-specific requirements
Before selecting a setup, confirm how your full operation will be supported.
Review carrier onboarding, qualification checks, load-board access, dispatch requirements, accounting and carrier payments alongside quoting. Establish which functions are provided by VelocityOS, which remain in existing systems and which require additional services.
For a broader requirements checklist, read our freight broker software guide.
Evaluate the workflow with your own example
Bring a representative customer request, carrier offer and current TMS workflow.
During the demonstration, review:
- Supported rate sources and charge structures.
- Quote preparation, revisions and pricing controls.
- Follow-up ownership and expiry handling.
- Operational handoff and reference matching.
- Integration requirements and implementation scope.
Agree a pilot with clear measures, such as quote preparation time, correction rate and completeness of the operational handoff.