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Pre-pricing & operational discovery

Help us understand
how your freight moves.

Your answers give the ShipCarte team the context to prepare a practical service and pricing conversation. Estimates are welcome where exact information is not readily available.

Boutique service. Enterprise execution.

Answer what you can. Only fields marked with an asterisk are required.

Questions? 1.888.424.8878

Step 1 of 9

Company

11% through form

Questionnaire section 01

Company information

Start with the business, primary contact and locations involved in the shipping operation.

Primary delivery markets

Questionnaire section 02

Current shipping environment

Tell us how transportation is managed today and why you are exploring a change.

Who currently manages your transportation requirements?
Are you under transportation contracts or volume commitments?
What is prompting you to evaluate ShipCarte?

Questionnaire section 03

Shipping volume

Estimates are useful. Complete the time period and shipment modes that best describe your operation.

Are volumes consistent throughout the year?
Estimated volume by shipment type

Enter percentages where applicable.

Estimated annual transportation spend

Questionnaire section 04

Shipment profile

Describe the size, packaging, commodities and declared value of a typical shipment.

Packaging commonly used
Shipment characteristics and commodities
Are there specific insurance requirements?

Questionnaire section 05

Origin & destination profile

Show us where shipments begin, where they go and the types of recipients involved.

Estimated delivery profile

Enter percentages where applicable.

Shipments are primarily

Questionnaire section 06

Freight requirements

For palletized or freight shipments, share the physical profile and recurring service requirements.

Are pallets stackable?
Do you know your freight classes or NMFC classifications?
Common freight service requirements

Questionnaire section 07

Full truckload requirements

Complete this section if full truckload, dedicated lanes or specialized equipment are part of the operation.

Do you require FTL services?
Equipment required
Do you require dedicated lanes?
Are drop trailers required?
Is driver detention common?

Questionnaire section 08

Parcel & courier requirements

Describe the parcel profile, service speeds and delivery options used today.

Do you currently ship parcel / courier?
Parcel and courier services required

Questionnaire section 09

Cross-border & international

Share the customs, importer and international freight context for shipments beyond Canada.

Do you ship between Canada and the United States?
Who is typically the importer of record?
Typical Incoterms
Do you require international air or ocean freight?

Questionnaire section 10

Pickup requirements

Help us plan around facility hours, readiness, equipment and vehicle access.

Scheduled daily pickups required?
Is a dock available?
Is a forklift available?
Are there vehicle restrictions?

Questionnaire section 11

Delivery service levels

Describe the performance standards, routing rules and delivery evidence your customers expect.

Are specific transit times guaranteed?
Do customers impose routing guides?
Do customers impose delivery chargebacks?
Do customers require delivery appointments?
Proof of Delivery requirement

Questionnaire section 12

Technology & integration

Tell us how shipments are created and which systems or integration methods need to connect.

How are shipments currently created?
Do you require integration with ShipCarte?
Preferred integration methods
Do you require real-time tracking?
Do you require automated customer notifications?

Questionnaire section 13

Reporting & billing

Identify the reporting dimensions, references and invoicing cadence required by your organization.

Reporting currently required
Cost centres or department codes required?
Purchase order numbers mandatory?
Consolidated invoicing required?
Preferred invoice frequency

Questionnaire section 14

Claims & exceptions

Share the frequency, causes and escalation expectations connected to claims.

Most common claim reasons

Questionnaire section 15

Service & communication expectations

Define the support model, communication channels and review cadence that would work best.

Expected account support
Preferred communication methods
Regular business review cadence

Questionnaire section 16

Growth & future requirements

Help us account for expected volume changes, new markets and expansion plans.

Expected shipment growth over the next 12 months
Planned business changes

Questionnaire section 17

Pricing information

ShipCarte may use historical shipment data to model pricing and identify potential operational efficiencies.

Documents available to support pricing

Select the items you are attaching now or can provide during follow-up.

Attach supporting documents (optional)

Upload one file per category. The combined submission must remain under 8 MB. For larger or commercially sensitive files, select what is available above and ShipCarte can arrange a suitable transfer during follow-up.

Questionnaire section 18

Additional information

Close with the outcomes and partnership qualities that matter most to your organization.

Submission

Who completed this questionnaire?

Complete the final submission details from the supplied questionnaire.

Please review your contact information before submitting. ShipCarte will use this questionnaire to prepare for a focused follow-up.