Platform module
Pricing & Quotes
Turn carrier contracts and rate cards into controlled customer quotations with margin visibility and approval rules.
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.