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Shipwaves · 2023

Bringing Freight Quotes into Shipwaves

Turning manual, email-and-spreadsheet freight procurement into an RFQ module built into the shipment dashboard.

Role
Product (UI/UX) Designer
Team
Designer, 1 Developer, Project Manager
Timeline
Jan–May 2023
Tools
Figma, Miro, Whimsical
Bringing Freight Quotes into Shipwaves cover

Overview

A missing step in the shipment lifecycle

Shipwaves lets users manage shipments, track delivery statuses and streamline operations. One critical piece was missing: the ability to raise Requests for Quotations (RFQs) directly from the dashboard when planning new shipments. Users had to switch between tools, email vendors manually or work in spreadsheets, which disrupted their workflow and delayed securing competitive shipping rates.

The problem

Quoting happened everywhere except the platform

Users relied on Shipwaves to manage active shipments, but had to leave it to get spot quotes. That gap caused friction at every step:

  • Fragmented workflow. Quotes came in over email and phone calls, so users kept switching context.
  • Manual re-entry. Addresses and cargo details had to be typed out again for every request, adding effort and errors.
  • Hard-to-compare quotes. Offline quotes arrived in inconsistent formats and couldn't be viewed alongside shipment data or carrier performance.
  • Lost value for the platform. Shipwaves missed the start of the shipment lifecycle, along with the engagement and bookings that come with it.
A spreadsheet a user maintained to compare freight quotes
A user's own spreadsheet for comparing quotes

Goals

Bring quoting into Shipwaves

1. End-to-end workflow

Request quotes, compare offers and book shipments without leaving Shipwaves.

2. User efficiency

Reuse saved locations, contacts and past shipments to cut re-entry and context switching.

3. Seamless integration

Make RFQs feel like a natural part of the dashboard, not a bolted-on addition.

4. Platform value

Make Shipwaves indispensable for every stage of shipment management, starting with quoting.

Research & discovery

Understanding both sides of a quote

We started with a discovery phase to understand users' current processes, pain points and needs.

User interviews. We spoke with logistics managers and procurement specialists on the shipper side, and with potential carrier users. Shippers confirmed that manual RFQs were time-consuming, that inconsistent quote formats were frustrating, and that they wanted one place to compare quotes. Carriers needed clear, detailed RFQs to quote accurately and wanted a simpler way to submit them.

Affinity map of findings from user interviews
Affinity Mapping from User Interviews

User personas

A buyer and a vendor

We created two personas for the primary users: Raghav Sharma, a Procurement Manager on the buyer side, and Deepak Nair, a Sales Manager on the vendor side. They capture the distinct goals, motivations, frustrations and needs of each user type, so the module could serve both buyers and vendors well.

Personas for Raghav Sharma, Procurement Manager, and Deepak Nair, Sales Manager
Raghav, the buyer, and Deepak, the vendor

Wireframes & user flows

Mapping the whole RFQ lifecycle

Low-fidelity wireframes set the layout and structure of the key screens: the RFQ creation form, the shipper's RFQ dashboard with active and archived RFQs, the quote comparison view, the carrier's RFQ listing and the quote submission form. We focused on clarity and kept required fields to a minimum while still capturing origin, destination, cargo details, required dates and specific requirements.

Detailed user flows covered the full lifecycle for both sides:

  • Shipper: Create new RFQ → Select or invite carriers → Monitor submissions → Compare quotes → Award or reject quotes.
  • Carrier: Receive RFQ notification → Review RFQ details → Submit quote → Track quote status.
User flow diagrams for the shipper and carrier RFQ journeys
User flows for shippers and carriers

Solution

An RFQ module built into the platform

The final design delivered a fully integrated RFQ module inside the shipment management platform:

  • A step-by-step wizard for shippers to create detailed RFQs with standardised fields.
  • Dashboards for shippers and carriers to manage and track RFQs and quotes.
  • A dynamic quote comparison tool for shippers.
  • An awarded quote can pre-populate the booking for a new shipment on the same platform.
Shipper view of an RFQ with ranked quotes from carriers per lane
Shipper view: ranked quotes per lane, ready to confirm or negotiate
Vendor view of an RFQ with the vendor's own quotes and ranks
Vendor view: RFQ details and the vendor's own quotes with their rank

Learnings

What I took away

  • Design for both sides. Shippers and vendors use the same feature with very different needs and workflows. Balancing them while keeping one cohesive experience was the key challenge.
  • Test early and often. Frequent user testing caught usability issues and validated design decisions before they were built.