Choose a Plan: Select the plan that matches your shipment volume (Build, Grow, or Scale).
No Contracts or Hidden Fees: The process is designed to be straightforward, with transparent pricing and no long-term commitments.
2. Fast Setup & Onboarding
Quick Start: The software emphasizes a “fast setup” with no implementation costs.
Import Assist: Assistance is provided for importing your existing data (customers, carriers, etc.).
Unlimited Users: You can add your team members right away.
3. Integration
Plug-and-Play Integrations: Connect to QuickBooks, DAT, Trucker Tools, and over 100 LTL carrier integrations.
API/Third-Party Integrations: Additional integrations are available for enhanced workflow.
4. Training
User-Friendly Interface: The system is designed to be intuitive; new hires are reportedly “up and running in days, not months.”
Support: Customer testimonials highlight responsive support and easy onboarding.
5. Go Live
Begin Operations: Once your data is imported and integrations are set up, you can start quoting, sourcing, moving, and closing shipments immediately.
Customisation
Email and Communication Customization: Users can fully customize the emails sent through the self-service portal with their own corporate style, templates, and content to ensure professional and recognizable communications.
Self-Service Portal Configuration: Users have the ability to add or remove specific operations offered in the self-service portal, tailoring the portal to their exact business offerings and customer needs.
Integration with ERP Systems: Quote Factory supports integration with ERP software such as Lantek Integra ERP, enabling automatic synchronization of client information, pricing, and order status, which streamlines workflows and reduces manual data entry errors.
Quote Formatting: The software allows for highly customized quote formats, including adding logos, addresses, bid dates, terms and conditions, and signature lines. Users can choose different quote layouts and include options like adders and deducts, making quotes distinctive and aligned with business branding.
Workflow and Feature Flexibility: While some users have requested more freedom in load building, toggling permissions, and updating load statuses directly from the load manager, the platform currently offers a range of configurable features to fit various brokerage sizes and procedures. However, some advanced toggling and customization options are areas for future improvement based on user feedback.
Additional Costs
No Setup Fees: Quote Factory explicitly states there are no implementation or setup fees associated with starting the software.
No Hidden Fees or Contracts: The pricing model is transparent with no contracts or user minimums, which implies no ongoing surprise maintenance or support charges beyond the subscription fee.
Support Included: Customer support and onboarding assistance are included as part of the service, with positive user feedback on responsive support and easy onboarding.
Subscription-Based Pricing: Costs are primarily tied to the chosen subscription plan based on shipment volume, with unlimited users included in all plans, so scaling the team does not incur additional user fees.
Training
Online Training: Quote Factory provides online training resources designed to help new users quickly learn and navigate the system, which is built to be user-friendly and intuitive.
Onboarding Assistance: The onboarding process includes support for importing data and setting up integrations, ensuring a smooth transition to the platform.
Customer Support: Users benefit from responsive and helpful customer support that assists with questions or issues during setup and ongoing use.
User Roles and Access Management: The system allows easy addition and management of users with different roles—such as project managers, linguists, submitters, guests, and admins—with clear permissions to streamline workflows.
Security Measures
Two-Factor Authentication: Users can enable two-factor authentication to add an extra layer of security during login.
Role-Based Access Control: Different user roles with tailored permissions limit access to sensitive data and system functions, reducing the risk of unauthorized access.
User-Specific Settings: The platform supports user-specific configurations like language preferences and spellchecker dictionaries, helping maintain data integrity and consistency.
Secure Cloud Hosting: While specific details are not publicly outlined, as a modern cloud-based system, Quote Factory likely employs industry-standard security practices such as encrypted data transmission and secure data storage.
Updates
Regular Updates: Quote Factory regularly updates its software to provide users with the latest features and improvements.
Automatic Deployment: Updates are managed and deployed automatically by the provider, so users do not need to manually install patches or upgrades, minimizing disruption.
Continuous Improvement: The platform evolves based on user feedback, with ongoing enhancements to functionality and usability.
Data Ownership and Portability
Data Ownership: Quote Factory processes personal data as a data controller responsible for handling user information collected through its services. Users retain control over their data and how it is used within the platform.
Data Portability: Users have the ability to access, export, and manage their data. The platform supports data export and reporting features that allow users to retrieve their information as needed. Personal data is not sold to third parties and is only shared when necessary to fulfill service agreements or comply with legal obligations.
Data Retention: Personal data is retained only as long as necessary to provide services or comply with legal requirements. Users can request data deletion or correction in accordance with privacy policies.
Privacy and Security Compliance: Quote Factory adheres to applicable data protection regulations and implements safeguards to protect user data, including secure data processing and controlled sharing with third parties under processing agreements.
Scaling Up / Down
Flexible Subscription Plans: Quote Factory offers subscription plans based on shipment volume with no contracts or user minimums, allowing organizations to scale usage up or down according to their operational needs.
Unlimited Users: All plans include unlimited users, so businesses can add or remove team members without additional user fees or restrictions.
No Setup or Cancellation Fees: There are no implementation or setup fees, and users can adjust their subscription without penalties, supporting easy scaling as organizational demands change.
Transparent Pricing: Pricing is volume-tiered and clearly communicated, enabling businesses to forecast costs as they grow or reduce usage.
The terms & conditions for contract renewal and cancellation
No Long-Term Contracts: Quote Factory operates with no contracts or user minimums, allowing customers flexibility without being tied into long-term commitments.
Cancellation Policy: Users can cancel their subscription at any time with written notice. There are no setup or cancellation fees, and no penalties for ending the service.
Renewal Terms: Subscriptions typically renew automatically based on the chosen billing cycle (monthly or annual). Customers are usually notified in advance of upcoming renewals to provide an opportunity to cancel or adjust their plan.
Notice Period: While specific notice periods are not explicitly detailed, best practices and similar SaaS providers suggest providing notice at least 30 days before the renewal date to avoid automatic renewal.
Refunds: Charges already paid are generally non-refundable upon cancellation, consistent with standard industry practice.
No Hidden Fees: Pricing is transparent, with no surprise charges upon renewal or cancellation.
User Flexibility: Unlimited users are included in all plans, so scaling team size does not affect contract terms or renewal conditions.
Compliance
Data Protection Compliance: Quote Factory complies with applicable data privacy and protection regulations, ensuring responsible handling of personal and business data.
Security Standards: The platform employs security measures such as two-factor authentication and role-based access control to safeguard user data.
Industry Best Practices: While specific certifications (e.g., ISO, SOC 2) are not mentioned, Quote Factory follows modern SaaS security and compliance best practices, including secure cloud hosting and encrypted data transmission.
Privacy Policy Adherence: The company adheres to privacy laws and regulations regarding data processing, retention, and user rights.
