Rate a project and price the bid
Open a project, read its proposal's progress and rated lanes, then add your margin to turn carrier cost into the customer price.
1 · Open the project
On Projects, click the project you want. Projects marked Needs your input are waiting for you.
2 · Read the project header
The header shows the project name, its RFP ID and how many files and proposals it has. Use Mark outcome to record how the bid went, or Start a proposal to begin a new one.
3 · Check the files
Files lists the project's files and how many are selected. Tick the ones the proposal should use, or click Add files to add more.
4 · Open a proposal
Proposals lists each proposal with when it was made, who made it, how many files it uses and its status. Open one to work on it, or use All history to see earlier runs.
5 · Find your way around the proposal
The panel has tabs for History, Download, Carriers, Insights and Explore. Inside the proposal you can switch between the Proposal itself and its Run log.
6 · See which stage it's on
A tracker shows how far the proposal has got. Ticks mark finished stages, and the highlighted one is where it is now.
- Set up — The proposal is created.
- Rate the lanes — Each lane is priced at the carrier's cost.
- Price the bid — Carrier cost becomes customer price.
- Review deliverable — Check what will be sent.
- Deliver & share — Send it to the customer.
7 · Read Done and This step
Two cards show what's finished and what to do next. In the walkthrough, Rate the lanes is done (14 lanes priced from TMS) and This step is Add margin.
8 · Look at the rated data
Your data is shown with the rating added to each row: carrier contract, profile, freight, fuel, other charges and total. Click Open rated sheet to see all of it.
9 · Read the rating results
A short summary of the run: how many lanes were priced, the total and average cost, the cost range, and whether anything was left unpriced. Open the rated sheet or Download CSV, or download the rated file and the TMS input for each dataset.
10 · Choose a pricing strategy
Under Add margin, start from a saved pricing strategy (Default pricing is the default), give the AI an instruction, or both. Strategy PDF prints the strategy.
11 · Tell the AI how to price
Type an instruction in plain English, such as "add 15% margin for all lanes", "10% for Northeast lanes, 15% elsewhere" or "flat $200 markup, floor 8% margin".
12 · Build the priced sheet
Choose how to go on from here.
- Ask AI — Updates the strategy controls from your instruction so you can review them.
- Apply margin & build — Applies the margin and builds the deliverable in one step.
- Impact and Preview priced sheet — Check the result before you build.
- Save for later — Keep the strategy without building.
- Build at cost — Build without adding margin.
13 · Fine-tune the strategy
Open Customize the strategy in detail to set the pricing basis, regions, fuel, guardrails and triggers. Notes about how the data was handled appear below it.
14 · Re-run the project
To change the rating itself, type an instruction in the box at the bottom, such as 'also add the Midwest lanes' or 'drop rows missing weight', and click Apply & re-run.
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