Sales & Quoting
Quote from the prospect's real orders, not their best guess.
Momentum's quoting tool ingests a prospect's actual order history — by CSV upload or a Shopify connection — and profiles its SKUs, package mix, shipping zones and weights, and order velocity to produce a P&L and pricing sheet you can share as a proposal.
3,012 orders · 30 SKUs
| Weight band | |
|---|---|
| Under 1 lb | 6% |
| 1–2 lb | 4% |
| 2–5 lb | 2% |
| Over 5 lb | 0.1% |
The problem
Why are 3PL quotes so often wrong?
Because they're built on what the prospect says they ship: an average order, an average weight, a rough monthly volume. The real business has a long tail of heavy orders, a cluster of far-zone destinations, and seasonal spikes — and the account's margin is decided by exactly those.
- Averages that hide the orders that lose money
- Shipping priced without the zone and weight mix
- No view of multi-unit or bulk-ship potential
- Proposals rebuilt in spreadsheets for every prospect
How it works
How does Momentum build a 3PL quote?
- 1
Send an intake link
The prospect uploads an order export or connects Shopify for a read-only pull. No account needed.
- 2
Run the analysis pipeline
SKU weights, package breakdowns, a shipping zone × weight matrix, destination concentration, order velocity and bulk-ship opportunities.
- 3
Price it
A P&L and pricing sheet built from the prospect's own order profile and your cost assumptions.
- 4
Share the proposal
A read-only proposal link, tracked on a pipeline board with deal notes and follow-ups.
Capabilities
What's in 3PL Sales & Quoting
What each piece does, in plain terms.
| Capability | What it does |
|---|---|
| Prospect intake links | CSV upload or Shopify connection, authorized by a one-time token. |
| Order-profile analysis | SKUs, packages, zones, weights, destinations, velocity and bulk-ship candidates. |
| P&L and pricing sheet | Projected revenue, cost and margin from real order data. |
| Shareable proposals | A token-protected, read-only proposal page. |
| Pipeline & deal notes | Kanban pipeline with owners, next steps and follow-up dates. |
| Prospect enrichment | Connect your own enrichment and outreach tools per account. |
What changes
Quotes that hold up after onboarding
Pricing reflects the orders the client actually ships.
Faster proposals
From order export to shareable proposal without a spreadsheet rebuild.
Better-fit clients
Walk away from accounts whose profile won't make margin.
Connects to
- Shopify
- CSV order exports
FAQ
3PL Sales & Quoting: common questions
What data does a prospect need to provide?
An order export with order lines, SKUs and destinations — or a read-only Shopify connection. Weights can come from the export, per-SKU averages or a manual override.
Does the prospect need a Momentum account?
No. The intake link and the proposal page are both token-protected pages that need no login.
See what your last billing cycle missed.
Early access starts with a walkthrough and shadow billing on a few clients — compare every line before you switch.