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The Shipper's Quote-Ready Checklist. One page. Twelve details.

Everything a carrier or freight provider needs to price your load right the first time, on a single printable page. Fewer back-and-forth emails, fewer surprise charges.

Free download

The Shipper's Quote-Ready Checklist

One page. Every detail a carrier needs to price your freight right the first time.

Instant download. We may follow up once — no newsletters, no list selling.

What's inside

The checklist covers the 12 details that decide how freight gets priced and planned:

  1. Origin and destinationFull addresses or ZIP codes, plus the facility type at each end: plant, warehouse, retail DC, jobsite or residence.
  2. Ready date and timeWhen the freight will actually be loaded and ready to leave.
  3. Required delivery date and timeThe date it must arrive, and whether that is a firm appointment or a window.
  4. Commodity descriptionWhat the freight is, in plain words, and how it is packaged.
  5. Piece or pallet countHow many pallets, crates, bundles or loose pieces.
  6. DimensionsLength, width and height of each piece or pallet as it will ship.
  7. Total weightActual gross weight, including pallets, skids and crating.
  8. StackabilityWhether pallets or pieces can be stacked, and how high.
  9. Loading and unloadingDock, forklift, crane or ground level, and what equipment is available at each end.
  10. Appointment requirementsWhether either end needs an appointment, and who is responsible for booking it.
  11. Special handlingTarps, upright-only, high value, and any hazmat information provided by the shipper.
  12. Contacts and referencesNames and phone numbers at both ends, plus PO, BOL or reference numbers.

Why each item matters

A freight quote is only as good as the information behind it. When a detail is missing, whoever is quoting has two choices: stop and ask, or guess. Guessing is how quotes change after booking, or how the wrong truck shows up. Here's what each part of the checklist does.

Lane and facility type

ZIP codes set the lane and the mileage, but the facility type matters almost as much. A dock-to-dock move between two warehouses is very different from a delivery to a jobsite with a gravel road, or a retail DC with strict appointment rules. Facility type tells us what equipment fits and what to ask next.

Dates and times

The ready date and the required delivery date together set the transit window. If the window is tight, the load may need a dedicated or expedited plan. If it's flexible, there may be more economical options. Be honest about the ready time: a truck that arrives before the freight is ready can lead to detention charges.

Commodity, count and dimensions

What the freight is and how it's packaged tells us whether it belongs in a dry van, on a flatbed or on a hotshot. Count and dimensions tell us how much deck or floor space it uses, and whether anything is too tall, wide or long for standard equipment. Measure as it ships, on the pallet or in the crate.

Weight and stackability

Legal weight limits often cap a trailer before space does, especially for dense freight like beverages, paper or metal. Stackability changes how many floor positions the load needs, which can turn a full truckload into a partial or the other way around.

Loading, unloading and appointments

Whether freight loads at a dock, by forklift from the side or by crane decides the trailer type. Appointment requirements, and especially who books them, decide scheduling and how much waiting time the truck is exposed to. These are the details most often left out, and the ones most likely to cause extra charges.

Special handling and contacts

Tarps, upright-only freight, high-value goods and any hazmat information from the shipper all affect equipment and planning. Contact names and reference numbers keep pickup and delivery moving: the driver knows who to call and the receiver can match the load to the order.

Ready to use it? Fill out the checklist, then start your quote and paste in what you have, or call us and read it off the page.

Quote-Ready Checklist FAQ

Is the Quote-Ready Checklist really free?

Yes. Enter your work email and the PDF downloads right away. We may follow up once about your freight. No newsletters and no list selling.

Do I need every item on the checklist before I ask for a quote?

No. Send what you know and we'll ask for the rest. The more you can fill in, the fewer follow-up questions and the more accurate the first quote.

Does the checklist work for flatbed and hotshot, or just dry van?

It works for all three. For open-deck freight, our Open-Deck Load Prep Sheet adds detail on securement, tarping and unloading equipment.

Why does weight matter so much if my freight takes up the whole trailer?

Trucks have legal weight limits, and dense freight often hits the weight limit before it fills the space. Accurate weight tells us which equipment can legally carry the load and keeps the quote from changing later.

What happens after I send a quote request?

A specialist reviews the details, asks about anything missing and sends back a written quote that lists what's included and any conditional charges. Quotes are non-binding until confirmed in writing.

Checklist done? Get your written quote.

Get a written quote — or talk it through with a freight specialist.

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