01 / Who it's for
Built for the people quoting and closing the job.
If your quoting process is a shared workbook with a tab per person, this is built for you.
Freight forwarders
Air and ocean forwarders running project-by-project bids, where every quote is priced from scratch and margin is only known after the fact.
Project logistics operators
Teams moving complex, high-value cargo where costs land over weeks and quoted margin quietly erodes through accessorials and rework.
Operations & finance leaders
Controllers and operations managers who need billing to start from a clean record instead of chasing spreadsheets at month end.
02 / The workflow
One record, from rate request to accounting.
Each step inherits what the last step already captured. Nothing gets re-typed, and every number stays traceable to the quote it came from.
Build the quote
Capture customer, routing, mode, and cargo once. Add categorized cost and sell lines and see gross margin as you price it.
Air · Ocean · Line items · MarginSend a clean quote
Generate a consistent, branded quote response with your standard terms — instead of a workbook copy that drifts by author.
Standard template · TermsWin it and convert
Marking a quote won creates the linked project and cost/revenue record automatically, carrying every field forward.
Award · Linked projectRegister the shipment
Hand off to your tracking system and store the returned reference against the project so ops and finance share one identifier.
Tracking handoff · ReferenceProtect the margin
Record actual costs as they land and watch variance against the quote while the job is still open — not at month end.
Actuals · Variance · AlertsBill and hand to accounting
Generate the invoice from the completed cost/revenue record and export approved finance data instead of retyping each job.
Invoice · Accounting export03 / What it connects
Your existing systems, joined up.
LOMAinsights Logistics sits between quoting and accounting, so the systems you already run stop drifting apart.
Quoting workbooks
Shipment tracking systems
Accounting & ERP
Carrier & vendor rates
Customer & contact records
Invoice templates
CSV / XLSX data drops
Document & PDF output
04 / Why it's different
More than a shared workbook.
Spreadsheets are great for pricing one job and terrible for running a business on hundreds of them.
Spreadsheet quoting
- A tab per person, formats drift
- Same shipment typed 3–4 times
- Margin known only after billing
- Tracking numbers live in someone's email
- Finance rebuilds records by hand
- No history of what was quoted or why
LOMAinsights Logistics
- One standard quote for the whole team
- Captured once, carried forward
- Quoted vs actual margin while the job is open
- Tracking reference stored on the project
- Finance-ready export, not manual re-entry
- Full audit trail from quote to invoice
Live Demo
Run the whole workflow yourself.
Build a quote, win it, register tracking, record actual costs, watch margin variance, and export finance data — using synthetic demo data. No customer or client information is included.
Quote builder
Award conversion
Margin variance
Invoice preview
Accounting export
Worklists
05 / Trust & security
Built for production operations.
Data handling
The demo stores nothing outside your browser. Production deployments use isolated customer workspaces, encrypted transport and storage, and an audit trail on every record.
Integration-ready
Start with file-based handoffs to tracking and accounting, then move to direct API integration once the workflow is proven in production.
Implementation model
Configuration-driven onboarding: your terminology, fields, templates, and approvals — on the shared LOMAinsights core, not a one-off custom build.
Get in touch
Ready to get out of the quoting workbook?
We'll walk your team through the workflow and scope the fastest path to a working system.