Freight quote tracker: free Excel template
Track every rate your agents send you in one sheet: who you asked, who replied, the all-in price, transit time, free days and validity, and your margin. Free, no sign-up, no macros.
What is in the template
Quotes sheet
One row per agent per request: client, lane, mode, equipment, agent, status, carrier, currency, all-in rate, transit days, free days, validity, selling price and margin.
Agents sheet
Your overseas agents in one list, with the countries they cover, their services and your notes on how fast they reply.
Drop-down lists
Mode (FCL, LCL, air, road), status (asked, replied, chased, no reply, won, lost) and currency, so every row is filled in the same way.
Built-in checks
Expired rates turn red, the cheapest rate on each request turns green, and the margin calculates itself from your selling price.
How to use it
- List your agents once on the Agents sheet, with the countries they cover.
- For each client request, add one row per agent you ask, all with the same reference. Need the email itself? Use the free rate request email template.
- As replies arrive, fill in the rate, currency, transit days, free days and validity.
- Filter by reference and sort by price. The cheapest valid rate shows in green.
- Add your selling price; the margin fills itself. Mark the request won or lost.
Where a spreadsheet stops coping
- Every reply still has to be read and typed in by hand, including the ones that arrive as PDFs or screenshots.
- Nothing tells you which agents have not answered until you filter the sheet and check.
- Two people editing the same file overwrite each other, or work from different copies.
- Rates in different currencies or with different surcharges look comparable when they are not.
Lead Quote Track does this part for you. One request goes to every agent who covers the lane, from your own Gmail or Outlook address. LQT reads each reply, including PDFs and screenshots, checks every rate, shows who has not answered, and ranks the offers in one table. Your agents change nothing, and the contract rates you keep in Excel can be imported.
No credit card.
Questions about tracking freight quotes
How do I track freight quotes in Excel?
Use one row per agent per request, with a shared reference for every agent asked on the same request. Record the all-in rate, currency, transit time, free days and validity as each reply arrives, then filter by reference and sort by price to compare. The free template on this page is set up that way.
What columns should a freight quote tracker have?
At minimum: reference, date, client, origin, destination, mode, equipment or volume, agent, status, carrier, currency, all-in rate, transit days, free days, validity, selling price and margin. Validity and free days matter as much as price: the cheapest rate is often the one that expires first.
Is the freight quote tracker template free?
Yes. It is a normal Excel file with no macros, free to download and use. It also opens in Google Sheets and LibreOffice.
When should a forwarder stop tracking quotes in Excel?
When copying replies into the sheet takes longer than reading them: several agents per request, replies in PDFs and screenshots, more than one person quoting, or chasing agents who have not answered. Lead Quote Track does that part automatically: one request goes to every agent from your own email, each reply is read for you, and the rates are ranked in one table.
Can I import my Excel rates into Lead Quote Track?
Yes. Contract rates you keep in Excel can be imported into Lead Quote Track, and your agent list can be imported from Excel too, so you do not start from an empty system.
Want a column added? Tell us and a person will reply.