Pencel for Logistics Team

Every shipment, from quote to invoice

Pencel prepares the quotes, bookings, documents and invoices, and watches every shipment in between. You approve what goes to customers.

Set up by the logistics or operations lead in one session. Connects to Gmail, Slack, Excel, Word.

Workflows

What it does for you

  1. Logistics inbox

    Inbox

    Sorts carrier, customer and vendor email every morning and drafts the replies.

    Less time in email, faster replies

    You approve each send

    Ready nowLearn more

  2. Quote preparation

    1 · Quote

    Reads the RFQ, applies your rate cards and margin rules, and prepares the quote.

    Faster quotes, fewer pricing mistakes

    You approve each quote

    Coming soon

  3. Booking and order setup

    2 · Order

    Turns an accepted quote into a booking and asks for anything missing.

    Less order entry, fewer booking errors

    You confirm each booking

    Coming soon

  4. Shipment monitoring

    3 · Execute

    Watches milestones and flags delays, customs holds and demurrage risk.

    Less manual checking, earlier action

    Recommends, you decide

    Ready now

  5. Customer updates

    4 · Service

    Drafts replies and proactive updates with the latest shipment status.

    Faster replies, less repetitive email

    You approve each send

    Ready now

  6. Compliance

    5 · Compliance

    Checks shipment documents for missing details and prepares customs forms like the CBP 7501.

    Less document handling, fewer filing errors

    You review before filing

    Coming soon

  7. Freight billing

    6 · Bill

    Compares the quote with actual charges after delivery and prepares the invoice.

    Faster billing, fewer missed charges

    You approve each invoice

    Coming soon

Need a workflow that isn’t listed?

Use the workflow builder to create any workflow your team needs. Describe it in plain words, and Pencel builds it, tests it on your data, and runs it with the same memory, approvals and spending cap.

Built for teams

Learns your business, runs under your rules

Memory and knowledge

Every agent shares your company facts and learns from each correction, so it gets better with every run.

  • Rate cards and margin policy
  • Customer accounts and terms
  • Carrier contacts

Access and governance

Share workflows with your team. Each one uses only the tools it needs, and these actions are gated:

  • Send a quote or invoiceEvery time
  • Email a customer updateOnce or standing
  • Track shipmentsNo approval
  • File with customsNever

Team sharing is in pilot. See the Teams plan

Cost

Each room has a monthly spending cap you set. It cannot spend past it.

Results show up inGmailSlackExcelHome

Go deeper

The Room behind it