Quote to invoice check
Tell us about your company
Filled with example answers so you can see how it works. Change them to match your company.
Answer simple questions about how your company works today. Steplane draws your process step by step, gives every step an owner, shows where you lose money, and hands you the templates to fix it.
Free. No sign-up. Works even if nothing is written down yet.
Example result. Your estimates use your own loads, rates and payment terms.
Find unbilled waiting time and storage, late invoices and quotes that leave extras open, with an estimate of what each costs you.
ISO 9001, AEO (Authorised Economic Operator) and customer or insurer audits ask for documented processes with clear owners and records. Steplane writes that structure for you.
When the process lives in one head, holidays and new hires hurt. Get a clear step-by-step procedure the whole team can follow.
Start from what triggers the work, write each step in order, give every step one owner, and name the record each step leaves behind. Then check it with the people who do the work. In practice it takes five steps:
Steplane does steps 2 to 4 for you from a short questionnaire, starting with quote to invoice.
About your team, your transport modes, trucks and warehouse, quoting, extra costs, invoicing and getting paid. Pick the answer closest to how it works today.
Every step in its lane with an owner, a trigger and a record, plus the places money slips through and what each one costs you.
Get the quote template, extras log, invoice checklist and reminder emails that close those leaks, plus a plan to roll them out.
One load, from the first price request to the paid invoice. This is what your map looks like, with the leaks marked.
Every step from price request to payment, by role, plus a written procedure with owners and records for audits and training.
Each leak with why it happens, how to fix it, and an estimate in your currency.
Five checks to make the team actually follow the new way: why, owners, training, first two weeks, 30-day review.
Your own process as a ready PDF document for audits: document control, process map, written procedure, records list and revision history.
Created in your browser from your answers, so make it on the same device where you did the check.
Templates come in a European version (€, VAT, CMR) and a US version ($, sales tax, bill of lading). Word and Excel, fully editable. Every kit also comes with transport mode supplements for road, air, ocean, rail and multimodal.
Each kit is a written process with owners and records, a rollout plan and editable Word and Excel templates, in EU and US versions. Every order also includes a transport mode supplement for each mode you handle: road, air, ocean, rail and multimodal.
Freight quote template with exclusions, extras log, invoice checklist, payment reminders.
See what is inside →Transport order or rate confirmation, booking checklist, carrier register with margin check.
See what is inside →Onboarding checklist, carrier packet form, register with insurance expiry warnings.
See what is inside →Damage report, claim letters to carriers and customers, claims log with deadlines.
See what is inside →New customer form, credit application and checks, credit limits, trading terms.
See what is inside →Document checklist by mode, broker instructions, document requests, register.
See what is inside →Planning board with fill rates and cut-offs, booking request, planning checklist, change log.
See what is inside →Goods receipt note, damage report, stock register with storage billing, cycle counts.
See what is inside →Route and run sheet, POD checklist, failed delivery and returns log, customer texts.
See what is inside →Job sheet, Incoterms 2020 matrix, milestone tracker, customer update emails.
See what is inside →"I've spent over 13 years in logistics, including at some of the biggest freight forwarders in the world, working inside their processes and designing them. Steplane is what I'd hand a small or medium freight company: the same discipline, without the software project."
Paul, Founder, Steplane · About SteplaneFilled with example answers so you can see how it works. Change them to match your company.
Your quote-to-invoice process map, the money leaks and the estimates.
Start the free checkEditable Word and Excel templates and a rollout plan for one process. Quote-to-invoice also includes your process as a ready PDF document for audits.
Pick the three processes that cost you most.
Choose 3.
Every core process of a freight, transport or logistics company, documented the same way.
See exactly what is inside each kit · Already have a written process? Get it reviewed from €149
Send the procedure, flowchart or spreadsheets you use today. We check owners, triggers and records, find where money leaks and what an auditor would question, and send you a written review with prioritised fixes within 5 working days. Done remotely, no calls needed. We confirm the fixed price by email before you pay.
One process, up to about 15 steps.
Up to 3 connected processes or about 40 steps.
More processes or several branches.
When each branch, or each company after a deal, quotes, books and invoices its own way, money leaks multiply and audits get harder. We help you agree one way of working and make it stick. All done remotely: online workshops and shared documents.
From €990, fixed price agreed by email after we see your request.
All guides: SOP template, booking, carrier onboarding, claims, unbilled extras, ISO 9001 and AEO.
Small and medium freight forwarding, transport and logistics companies, from a handful of people to around a hundred, where processes live in people's heads, email and spreadsheets. It covers road, air, ocean and rail freight and multimodal transport, as well as warehousing, distribution and international shipments.
Yes. The check asks which transport modes you handle, and the process and the money leaks adjust to them. Every kit comes with a transport mode supplement for each mode you handle: road, air, ocean, rail and multimodal. Each supplement lists what changes in each process for that mode, such as chargeable weight, cut-offs, transport documents and claim deadlines.
No. The questions walk you through how the work happens today and draw the process from your answers. Many companies start with nothing on paper.
Yes, as the starting point. Both expect documented processes with clear responsibilities and records. Steplane gives you that structure, steps, owners, triggers and records, for quote to invoice in the free check and for nine more processes in the kits. You still need to follow it and keep the records, and the certification body or customs authority makes the final assessment.
No. The check runs in your browser. The kit is Word and Excel files you open with what you already use.
Yes. Prices show in dollars or euros, and the templates come in a US version and a European version with the right terms, units and tax wording.
Your answers stay in your browser. We count anonymous results (number of leaks and estimates, never your company name) to improve the check. If you leave your email, we keep it with your result summary to send you the kit. See the privacy policy.
Your process PDF is created in the browser where you did the check, from the answers saved there. We do not keep your answers. If you open the PDF link on another computer or phone, you will need to answer the questions again there (about 10 minutes); the link then creates the PDF on that device. You can also save the PDF once and share the file.
Yes, remotely. We collect each branch's or each company's current process, compare them, agree one way of working with you, write the procedures, train the team and support the rollout through online workshops and shared documents. You send a short request and we agree a fixed price by email after we see it, from €990. See branches and mergers.
Yes. Send your procedure, flowchart or spreadsheets on the process review page. Prices depend on size: €149 for one process, €349 for up to three connected processes, from €690 for larger or multi-branch reviews. We confirm the fixed price by email before you pay, and the written review arrives within 5 working days.
They are estimates from your own answers, not your accounts. The report shows exactly how each figure is worked out so you can check it against your numbers.
Messages are handled as described in our privacy policy.