One Tool for the Department
Requests, rates, approvals and quotes live in one place instead of inboxes and personal files.
Pricing & Quoting
How AJ Worldwide Moved Pricing Off Excel
AJ Worldwide's pricing team ran on three spreadsheets and a shared inbox. Since May 2026 it has worked in one pricing system, and the system keeps changing with the business.
- Client
- Industry
- International freight forwarding
Results
14 pricerswork every request in one system, instead of three spreadsheets and a shared inbox
Under 5 monthsfrom the first build to the team quoting in the system
Every quote followed upa follow-up date set by complexity, an overdue queue, and silent quotes closed as lost after a month
3-4 updates a weeksince go-live: tenders, export contracts, rail and the sales team were added along the way
From the system and its release history, May to September 2026.
Quote Q-2417
From an email request · 09:14
Rate request: 2 × 40HC Istanbul → ChicagoRead by AI
Origin
Istanbul, TR
Destination
Chicago, US
Equipment
2 × 40' HC
Ready
Oct 14
Ocean freightContract rate$2,850
US truckingCarrier sheet$1,120
Origin chargesTariff$340
Total
$4,310
Before
A Department Run on Spreadsheets
Quote requests arrived by email from customers, agents and sales, in every format. Each one was read by hand, retyped into Excel and priced against rate sheets kept in more spreadsheets.
Contracted ocean-carrier, trucking and rail rates lived in different files. Approvals happened in email threads. The knowledge of how to price well sat with a few people, and growing meant hiring more of them.
The Map
Tracing How a Quote Really Flows
Before building anything, we sat with the pricing team and followed quote requests from the inbox to the customer: which channel they come in on, who picks them up, how they are priced, who approves them and how they are sent.
Then we drew the ideal version on a canvas and agreed it with the team before a line of code was written.
Every channel a request arrives through, and who owns it
The facts a pricer needs before a quote can start
Where rates live and how they are looked up
Who approves what, and what happens when a deal is won
The System
One Pricing System for the Whole Department
We built a pricing system the whole department works in. The shared inbox is connected and AI sorts every email that arrives; on a click it reads a request, attachments included, into the quote form and lists what is missing.
Request arrives
The shared inbox is connected; nothing is forwarded by hand.
AI reads it
On a click, ports, cargo and dates become structured facts; gaps are flagged, not guessed.
Rates matched
Contracted ocean, trucking and rail rates come from one catalogue.
Pricer prices
The pricer reviews a prefilled request and sets the price.
Approved
Approvals follow agreed rules, with a handover when a deal is won.
Quote sent
A clean PDF quote goes out and every request is tracked.
AI Where It Saves Time
AI sorts every email in the inbox and, on a click, reads a request into structured facts and lists what is missing.
Reporting Built In
Managers see what was quoted, approved and won without building a report by hand.
Today
How It Runs Now
The pricing department works in one system. Data stays in one secure place instead of personal spreadsheets and inboxes, and the rules for pricing and approval are the same for everyone.
Every quote gets a follow-up date, and quotes nobody answers close themselves instead of piling up. The Monday report is no longer built by hand; managers read it from the system. New people learn the process from the tool instead of from whoever sits next to them, and the team keeps asking for the next change.
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