Stop Losing Deals with Quote Automation, Powered by Agentforce

08.28.25 By

Quoting in transportation and logistics often creates a bottleneck. A request comes in, and your team reviews shipment details, checks rates, verifies capacity, formats the proposal, and sends it out. Depending on the volume and complexity, the customer may receive a quote in minutes, or it could take much longer. In 2025, any delay could be a deal-killer.

Customers expect instant responses. In a market where rates can be matched in minutes, the provider who responds first, with flawless accuracy, wins. Every extra minute in your quoting process costs you revenue and hands your competitors the advantage.

How AI is Changing the Game

AI has quietly embedded itself into nearly every business process. From customer support to predictive maintenance, there’s hardly a workflow today without some form of AI-driven intelligence behind it.

The rise of generative AI solutions has accelerated this shift. Unlike traditional automation, generative AI doesn’t just follow rules, it understands intent, synthesizes information across systems, and produces outcomes in natural, human-like formats. That’s why every enterprise today is racing toward AI.

But building sustainable AI-powered processes is harder than it looks. Many pilots collapse under complexity, data quality issues, or the inability to scale. Only a few platforms deliver consistent, enterprise-grade results, and Agentforce is one of them.

What is Agentforce?

Agentforce, Salesforce’s new agentic AI platform, is built to handle complex, multi-step processes that traditional automation can’t. It goes beyond single-task bots by acting like a digital teammate—capable of listening, reasoning, and executing across systems in real time.

We’ve harnessed the power of Agentforce to solve one of the logistics sector’s most persistent challenges: quoting delays. By combining generative AI’s ability to understand and generate with Agentforce’s orchestration capabilities, quoting becomes seamless, accurate, and lightning-fast.

Here’s how it works: the moment a request arrives, AI:

  • Captures every shipment detail instantly from any channel; email, chat, web form, or call.
  • Pulls live rates, surcharges, and capacity directly from your systems.
  • Generates a precise, branded quote in under two minutes.
  • Delivers it through the customer’s preferred channel, automatically.

Watch the Solution in Action, powered by Agentforce:

How Does Quote Automation Work?

Step 1: Immediate Request Capture

Customers submit a quote request by email, web form, chatbot, or phone. Agentforce’s AI interprets every detail, location, cargo type, timeline, special needs, regardless of how it is phrased or what communication channel is utilized.

Step 2: Instant, Accurate Calculation

Agentforce connects to live data across your systems, including capacity, fuel rates, and real-time transit data. The AI algorithms price the job accurately, factoring in every nuance and policy, with zero manual guesswork.

Step 3: Seamless Delivery & Follow-Up

Generated quotes are sent directly to your customer’s chosen channel, email, portal, or SMS, along with automated follow-ups for pending quotes, ensuring you never miss an opportunity to win.

Step 4: Hands-Free Scheduling

Once a quote is accepted, Agentforce automatically schedules the service, updates all stakeholders, and integrates with your operational systems, making handoffs frictionless.

The Tangible Gains You’ll See Immediately

  • Win More Deals: Move to the front of the line on every opportunity, speed is the single biggest driver in quote-to-close conversion rates.
  • Protect your Margin: Automated accuracy eliminates underpricing and errors, safeguarding profits with every quote.
  • Scale without Limitations: Handle surges in requests without hiring, letting your business grow without operational bottlenecks.
  • Customer Loyalty on Autopilot: Consistent, fast, and accurate quoting builds trust that keeps customers coming back.

Why This Matters Now

The quoting process is the handshake before the deal, the moment where speed, precision, and presentation determine who earns the customer’s trust. In a volatile market, the ability to turn quotes around instantly and without errors is the only way forward.

Gain AI that delivers that capability today, without disrupting your existing systems. As an early Agentforce partner, Bridgenext has implemented these quote automation for T&L organizations across modes and geographies, building automation that fits their operations rather than forcing them to adapt to the tool.

Stop Losing Deals: Elevate your Quoting Process with Bridgenext

Bridgenext has delivered over 1,000 Salesforce solutions, with 12+ years optimizing transportation and logistics operations. As an Agentforce Launch Partner, we deploy quoting automation that matches your workflows, regulatory environment, and business model, whether you’re a carrier, freight forwarder, or 3PL.

Learn more about Agentforce AI powered quote automation here.

Ready to discuss how you can deliver quotes in minutes, not hours? Connect with us.


By

Vice President of Industry – Transportation & Logistics

Foster Kaman serves as the Vice President of Industry for Transportation and Logistics at Bridgenext, bringing over a decade of leadership and expertise to the field. Throughout her career, Foster has held pivotal roles in sales, commercialization, and strategic leadership across industry-leading organizations, including Bridgenext, American Tire Distributors, Yellow, and Holland. Her diverse experience has equipped her with a deep understanding of the challenges and opportunities within the transportation and logistics space.

A firm believer in transforming obstacles into opportunities, Foster is passionate about collaborating with logistics leaders to drive operational excellence, enhance customer experiences, and empower teams to achieve their best results.

Her proactive, solution-focused mindset has been instrumental in shaping innovative strategies that drive digital transformation and fuel business growth for T&L focused organizations.

LinkedIn: Foster Kaman
Email: Foster.Kaman@bridgenext.com



Topics: AI and ML, Automation, Data & Analytics, Digital Realization, Digital Strategy, Digital Transformation, Gen AI, Innovation, Sales Automation, Salesforce, Salesforce Agentforce

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