Workflows

Built around real forwarding workflows.

Catupult Forward is designed around the daily work freight forwarders and NVOCCs actually perform — from customer request to quotation, shipment execution, documents, tracking, costs, invoicing and profitability.

Enquiry to quotation.

Capture customer requirements, structure the shipment request, compare rates and schedules, apply commercial logic and prepare a professional quotation faster.

Outcome: faster quote response, less manual re-entry and cleaner customer context.

Quote to order, booking and job.

Turn accepted quotations into orders, bookings and jobs without rebuilding the shipment from scratch.

Outcome: fewer hand-off gaps between sales and operations.

Documents and shipment context.

Use CatuDoc and CatuVault to process, structure, store and retrieve freight documents in the right shipment context.

Outcome: documents become usable operating data, not just files in folders.

Tracking, milestones and exceptions.

Track shipment movement and milestone status where supported carrier, vendor, transporter, agent or visibility data is available.

Outcome: earlier exception visibility and better customer updates.

Compliance checks.

Support checks across shipment data, documents, parties, routing, cargo details, customs requirements and internal approval rules.

Outcome: missing, inconsistent or high-risk information is escalated earlier.

Vendor cost, invoice and profitability.

Connect vendor costs, expected costs, actual costs, customer invoices and job profitability to the shipment record.

Outcome: clearer margin control and fewer after-the-event surprises.

Workflow communications.

Generate customer, vendor and operational notifications directly through Catupult Forward using email and WhatsApp notifications.

Outcome: communication stays connected to the workflow instead of disappearing into side channels.

See the workflows live.