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How to Brief a Forwarder So the First Quote Is Accurate

The information a forwarder needs up front, and why leaving parts of it out leads to a quote that changes later.

A quote is only as accurate as the description it was built from. Most revised invoices in freight are not price increases; they are the consequence of a detail that surfaced after the rate was given — a pallet taller than declared, an address a trailer cannot reach, a commodity that turns out to be regulated. The brief below takes ten minutes to assemble and removes most of that risk. It applies equally whether you are asking about air, sea, rail or road.

Start with the cargo itself. Give the commodity in plain terms and, if you have it, the HS code, since classification drives duty, licensing and any restrictions. Then give the packed dimensions and gross weight per package, the number of packages, and the resulting total volume and weight — packed figures, not product figures. Say whether the goods are palletised or loose, whether the pallets are stackable and to what height, and whether the packaging is new or reused. If the goods are hazardous, say so at this stage and provide the UN number, class, packing group and a current safety data sheet. Dangerous goods declared late do not simply cost more; they can invalidate a booking entirely.

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Next, define the geography precisely. A full postcode and site address at both ends is worth more than a city name, because the loading and delivery conditions come with the address. Tell us whether there is a loading dock or whether a tail lift is needed, whether a full-size trailer can turn on site, what the access hours are, and whether the receiving end is a warehouse, a factory or a residential address. At the destination, confirm who will clear customs and whether they hold the necessary import registration. These details decide the truck type and often the whole routing.

State the commercial terms plainly. The Incoterm determines which legs, charges and risks are yours, so EXW, FCA, FOB, CIF and DAP each produce a different quote for identical cargo. Give the commercial value for customs and insurance purposes, say whether cargo insurance is required, and confirm who pays duty and tax at destination. If a letter of credit governs the trade, mention it early, because it dictates document types and deadlines that have to be built into the routing rather than added afterwards.

Finally, say what the timing actually is and what you are optimising for. Give the cargo ready date, not the date you would like it to arrive, and say whether that date is firm or provisional. Then name the priority: lowest cost, earliest arrival, or a fixed delivery date that cannot move. These lead to genuinely different plans — air for urgency, rail as a middle option on the China to Europe, Central Asia and Russia corridors, sea for cost, multimodal where one mode alone does not solve it. A forwarder who knows which one you care about can propose alternatives instead of quoting a single line.

Send the brief once and it serves every subsequent enquiry with minor edits. We answer quote requests within one business day, and a complete brief is what lets that answer be a firm plan rather than a range. If something on the list is genuinely unknown, tell us it is unknown rather than estimating — we would rather quote around a stated gap than rebuild a price later.

Reference sources

External standards bodies and government sources, linked for reference. Transeasy is not affiliated with these organisations.

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