Logistics Estimate Template (Free)

Logistics providers send quotes before moving freight or starting a storage or delivery arrangement. Shippers often compare several carriers or brokers on the same lane, so the quote has to be clear about what is included. Quotes are commonly a per-load rate, a lane rate valid for a period, or a per-pallet and per-order schedule for warehousing.

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When to use estimates: Use estimates to provide project quotes and get client approval before starting work. Once approved, convert your estimate to an invoice with one click to collect payment.

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INVOICE

#1001
$0.00
Due:

From

Your Business Name

Bill To

Client Name
Invoice Date
Due Date
Description
Qty
Rate
Amount
Description
1
$0.00
$0.00
Subtotal:$0.00
Total:$0.00

Terms & Conditions

Payment is due within 30 days of invoice date.

What to include in your Logistics quote

  • Origin, destination, and pickup and delivery windows

    Distance and timing drive the price, and a changed address or window can change the cost.

  • Freight details: weight, dimensions, pallet count, commodity, and freight class

    Rates depend on these, and a wrong weight or class leads to reweigh or reclass charges.

  • Equipment type and special handling

    Dry van, reefer, flatbed, or box truck have different costs, and temperature control or hazmat adds requirements and fees.

  • Included and excluded accessorials

    Liftgate, inside delivery, residential delivery, and appointment scheduling are common sources of surprise charges.

  • Free time and detention terms

    Sets how long the driver will wait at no cost and what the hourly charge is after that.

  • Fuel surcharge method

    Shows how the surcharge is calculated so the customer is not surprised when fuel prices change.

  • Quote validity period and insurance or liability limits

    Market rates change quickly, and the customer should know the cargo liability limit and whether added coverage is available.

Logistics rates to quote from

ServicePricedTypical range
Dry van truckload (line haul)per mile$2.00-3.00
Local or regional box truck deliveryper hour$75-125
Last-mile deliveryper stop$6-20
Pallet storage (warehousing)per pallet per month$15-35
Pick and pack fulfillmentper order$2.50-6.00
Detention (after 2 hours free time)per hour$40-75
Liftgate or inside deliveryper shipment$50-150
Freight brokerage marginpercent of load10-20%

Typical US ranges. Rates vary by region, experience, and job size.

Pricing your quotes

Price from your cost, not just the market

Know your cost per mile, driver pay, insurance, and deadhead before quoting. For brokers, check carrier cost first and add a margin that covers payment terms and claims risk.

Quote a lane rate with a volume range

For repeat shippers, offer a lane rate for a set number of loads per month. It gives the customer predictability and gives you steady work.

List accessorials as a rate sheet

Attach a short schedule showing detention, liftgate, redelivery, and storage prices. Customers can accept these up front instead of arguing about them later.

Set a short expiration date

Spot rates move daily. A quote good for 24 to 72 hours, or 30 days for contract lanes, protects you from a market change.

Logistics estimate FAQ

Is a quote binding?

A written quote that the customer accepts, usually through a signed rate confirmation, is generally treated as the agreed price. State the expiration date and conditions so changes in freight details can adjust the price.

What if the freight weighs more than quoted?

Include a clause that the rate is based on the stated weight and dimensions and that changes will be re-rated. Ask for a scale ticket or BOL weight to support any adjustment.

Should I quote all-in or break out the fuel surcharge?

Both are used. All-in rates are simpler for customers to compare, while a separate fuel line protects you if diesel prices move. Pick one and state it clearly.

How long should a warehousing quote stay valid?

Thirty days is common. Include the minimum monthly charge, the storage and handling rates, and any setup fees so the customer can compare it with other providers.

Job done and ready to bill?

Use the Logistics invoice template to bill the client, or convert this estimate once it's approved.

Logistics invoice template

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