Get up to speed
with Freightools
Hands-on tutorials for the workflows freight forwarders use every day — from your first quote to AI-powered tariff automation.
For more product tutorials and workflow guidance, visit the Freightools Help Center.
What do you want to learn next?
Each guide covers one workflow end-to-end: when to use it, the exact clicks, and what good looks like.
Create and send a quote
Search rates, review pricing, adjust margin, generate the quote PDF, and send it to the customer.
Company settings and configuration
Configure profile details, company information, team members, integrations, email channels, API credentials, and service settings.
AI automation settings
Configure Tari for AI tariff loading and Miles for customer quote automation — from email intake and file processing to AI prompts, buying agreement creation, and sales proposal replies.
Coming soon
Buying agreements
Review active supplier rates, manage tariff validity, and keep agreements current.
Selling rules
Define margin rules, partner-specific selling agreements, and automated pricing logic.
Quote templates and printouts
Configure customer-facing quote PDFs and email templates that match your brand.
Customer portal setup
Give customers their own portal to view quotes, bookings, and shipment status.
Pricing and distribution settings
Configure pricing distribution, lane-level settings, and quote routing rules.
Ready to create your first quote?
Use this guide as your first workflow. Once your team is comfortable with Instant Quote, you can continue with settings, spot rates, AI tariff loading, and quote templates.