01Freeze the shipment profile
Use one product description, carton count, package type, dimensions, net and gross weight, stackability and any special handling. Mark estimates. A change in packed dimensions or weight can change chargeable weight, equipment, service options and price.
02Name both ends precisely
Record pickup address or origin terminal and the named destination port, airport, warehouse or postal code. Port-to-port, airport-to-airport, door-to-port and door-to-door quotes cover different work even when the route headline looks identical.
03Align the delivery rule and named place
If the commercial order uses an Incoterm, record the exact rule, named place and version. Use it to identify seller and buyer responsibilities; do not assume the three-letter rule alone explains every local charge or service in a forwarder's quote.
04Separate the transport stages
Break the quote into origin pickup and handling, export formalities, main carriage, insurance when included, destination handling, customs brokerage and final delivery. Check whether consolidation, deconsolidation, terminal, documentation or appointment fees are separate.
05List conditional and excluded costs
Ask how fuel, security, remote-area, residential, liftgate, storage, demurrage, detention, customs examination, re-delivery and address-correction charges are handled. An unknown conditional charge is not zero; keep it visible as an exposure.
06Distinguish brokerage from government charges
Customs brokerage is a service. Duty, import tax and other government charges depend on classification, customs value, origin, destination and current rules. Record who acts as importer of record and who supplies classification and valuation inputs.
07Compare timing as a range
Record cargo-ready date, booking cutoff, estimated departure, transit range, handovers and final-delivery scope. Clarify whether the estimate excludes customs, congestion or appointment time. Cheapest can be expensive when the timing conflicts with a retail launch.
08Check validity and change triggers
Write the quote issue date, expiry, currency, exchange-rate basis and assumptions. Identify what requires repricing: different weight, dimensions, ready date, route, delivery address, product description or service. Preserve the final booked version beside the invoice.