Shipping & Quote Accuracy
Accurate Shipping Calculations Built Into Every Quote and Proposal
QuoteWerks enables your team to calculate and include shipping costs directly within the quoting process. Whether you use flat rates, per-item shipping, weight-based calculations, or real-time carrier pricing, shipping is handled consistently before the quote is sent.
This ensures your total price is complete, protects margins, and removes the need for manual calculations outside the quoting workflow.
The Problem
Shipping Is Often an Afterthought in Quoting
Disconnected processes create pricing risk
Shipping is often calculated outside the quote using spreadsheets, carrier websites, or internal estimates. This slows down the quoting process and introduces inconsistency.
The result:
- Underestimated shipping reduces margins
- Overestimated shipping hurts competitiveness
- Delays occur while waiting for accurate numbers
QuoteWerks brings shipping directly into the quote so pricing is complete, consistent, and visible before it reaches the customer.
Shipping Calculation Methods
Multiple Ways to Calculate Shipping in Your Quotes
Match your shipping model without changing your workflow
QuoteWerks supports multiple shipping calculation methods so you can align your quoting process with how your business ships products. Each quote stores its own method, allowing flexibility without sacrificing consistency.
Manual Shipping
Per-Item Shipping
Weight-Based Shipping
Real-Time Carrier Rates
Calculate Shipping at the Line Level or Entire Quote Level
QuoteWerks gives you control over how shipping is calculated across your quote. You can calculate shipping at the individual line item level or apply it at the overall quote level depending on your workflow.
Per-item shipping allows each product to carry its own shipping cost, which is automatically totaled across the quote. This is useful when items ship from different vendors or locations.
For broader scenarios, shipping can be calculated at the document level using flat rates, weight-based methods, or real-time carrier pricing. This works well when items are shipped together or when a single shipping strategy applies to the entire quote.
This flexibility ensures that shipping calculations match how your products are actually fulfilled without requiring manual adjustments.
Quote Accuracy
Ensure Shipping Is Always Included in the Total
No missed costs or last-minute adjustments
Shipping is calculated directly within the quote and automatically included in totals, proposals, and revisions.
Because the shipping method is stored with each quote:
- Pricing stays consistent across revisions
- Sales reps do not need external tools
- Shipping is never forgotten or added later
This keeps the quoting process fast while ensuring complete and accurate pricing.
Carrier Integrations
Real-Time Shipping Rates from FedEx and UPS
Accurate carrier pricing without leaving the quote
QuoteWerks integrates directly with FedEx and UPS, allowing your team to retrieve real-time shipping rates during the quoting process.
Sales reps can calculate shipping based on actual carrier data including weight, destination, and service level. Rates are pulled using your carrier account credentials, so pricing reflects your negotiated rates.
Real-time carrier rate integration is available in the Pinnacle edition of QuoteWerks Web, designed for teams that require the highest level of automation and pricing accuracy.
All other editions support manual, per-item, and weight-based shipping methods.
Key advantages:
- Accurate shipping based on real carrier data
- Uses your negotiated rates
- Eliminates manual lookups
- Keeps reps inside the quoting workflow
- Improves pricing consistency
See It in Action
How Shipping Works Inside a Quote
From calculation to final pricing
Watch how QuoteWerks calculates shipping within the quote and includes it in the final total.
Business Impact
Protect Margins and Improve Quote Speed
Shipping accuracy directly impacts revenue
Shipping directly affects both deal profitability and customer perception. Standardizing how shipping is calculated improves both pricing accuracy and sales efficiency.
Prevent Margin Loss
Stay Competitive
Eliminate Delays
Increase Quote Speed
Shipping Configuration Details
How Shipping Works in QuoteWerks
QuoteWerks allows you to calculate shipping directly within each quote using multiple methods including flat rate, per-item shipping, weight-based calculations, and real-time carrier rates. Each quote stores its selected method, which allows your team to adapt to different scenarios without changing system-wide settings.
Because shipping is calculated inside the quote, it is automatically included in the total price presented to the customer. This ensures pricing is complete, consistent, and does not require manual adjustments after the quote is created.
Yes. Each quote can use its own shipping calculation method. This flexibility is important for businesses that work with different products, vendors, and shipping strategies.
For example, one quote may use a flat shipping rate for simplicity, while another may use weight-based or real-time carrier pricing for greater accuracy. The selected method is saved with the quote, ensuring consistency across revisions and final documents.
Yes. QuoteWerks supports both line-level and document-level shipping calculations, allowing you to match how your products are actually shipped.
At the line level, each item can include its own shipping cost, which is automatically totaled across the quote. This is useful when items ship from different vendors or locations.
At the document level, shipping can be calculated once for the entire quote using flat rates, weight-based methods, or real-time carrier rates. This works well when items are shipped together or follow a single shipping strategy.
Body:
QuoteWerks connects to your FedEx and UPS accounts to retrieve live shipping rates during the quoting process. Rates are calculated based on weight, destination, and selected service level, then applied directly to the quote.
This removes the need for sales reps to log into carrier websites or manually calculate shipping, helping maintain both speed and accuracy in the quoting process.
Yes. QuoteWerks uses your carrier account credentials when retrieving real-time rates, so the pricing reflects your negotiated agreements with FedEx and UPS rather than standard published rates.
This ensures that the shipping cost included in your quote aligns with what your business will actually pay, helping prevent margin loss and pricing discrepancies.
Real-time carrier rate integration is available in the Pinnacle edition of QuoteWerks Web. This edition is designed for teams that require the highest level of automation and pricing accuracy.
Other editions still support manual, per-item, and weight-based shipping calculations, allowing all users to include shipping in their quotes based on their operational needs.
Shipping & CPQ FAQs
Common Questions About Shipping in CPQ and Quote Software
Including shipping directly in the quote ensures that the total price presented to the customer is accurate and complete from the beginning. When shipping is calculated separately, it often leads to delays, inconsistent pricing, or last-minute adjustments.
By including shipping in the quote, your team can present a final price that reflects the full cost of the deal, which improves customer trust and speeds up the sales process.
No. QuoteWerks calculates shipping as part of the quoting process, but it does not replace fulfillment, tracking, or logistics systems. These functions are still handled by carriers or other operational platforms.
QuoteWerks complements these systems by ensuring that shipping costs are accurately calculated and included during the sales process.
QuoteWerks reduces shipping errors by standardizing how shipping is calculated within the quote. Instead of relying on manual estimates or external tools, shipping is calculated using predefined methods that are applied consistently across all quotes.
This prevents missed charges, incorrect calculations, and inconsistencies between sales reps, resulting in more accurate and reliable pricing.
Yes. Sales reps can review and adjust shipping before finalizing and sending the quote. This allows flexibility for handling special cases, negotiated terms, or unique customer requirements.
Even when adjustments are made, shipping remains visible within the quote, ensuring that changes are intentional and controlled.
Real-time shipping rates are best suited for scenarios where shipping costs vary based on weight, destination, or carrier service level. This is common for businesses that ship large, heavy, or high-value items.
For simpler scenarios where shipping costs are predictable, flat rate or weight-based methods may be sufficient. QuoteWerks supports both approaches, allowing you to choose the level of accuracy that fits your business.