Logistics Request Form Template

Our logistics request form template simplifies client onboarding, cost estimation, and project initiation.

Free

100% customizable

Works on all devices

Use this template
Logistics Request Form Template | Budibase

Give customers an intuitive, automated tool for requesting and costing shipments, transportation, and stock movement.

Logistics companies deal with a wide variety of requests. For many companies, this means managing huge amounts of emails, phone calls, and other communications.

Cut operating costs and reduce admin burdens with our streamlined request management tool.

What is a logistics request form?

Request forms are dedicated tools for managing user queries. For logistics companies, this typically means allowing users to provide key details of their requirements. For example, item details, point of origin, destination, turnaround time, and any special considerations.

By collecting this data in a fixed format, you can automate admin tasks, providing smoother and more cost-effective customer experiences.

The goal is to maximize your competitiveness and profitability, by ensuring that your initiation workflows are as efficient as possible.

Why digitize logistics requests?

Margins in the logistics industry are paper-thin. This means that even minor inefficiencies can undermine your profitability. For modern logistics companies, digital transformation is the key to maintaining competitiveness.

Digitalization enables you to take a data-led approach to logistics. Fast and effective decision-making is crucial. Accurate and consistent data collection empowers you to make better decisions.

Digital logistics requests also enable you to automate workflows. Give your users an intuitive tool to collect accurate data, in a consistent format. This is crucial for automating admin tasks, communications, cost-controls, estimation, and more.

Logistics Request Form Template Screenshot 1

What should a logistics request tool contain?

Request form tools have two key elements:

  1. A data layer for storing, organizing, and managing request data.
  2. A front-end interface for submitting, responding to, and actioning requests.

For logistics companies, this means giving clients a clear form for requesting transportation, stock movement, and other services. That way, you can eliminate the need for manual inquiries via phone or email.

Of course, the most effective solutions also provide functionality for responding to requests. For instance, automated estimations, communications features, project initiation workflows, third-party app support, and more.

Our logistics request form template

Our logistics request form is built for maximum usability and efficiency. Streamline workflows with our intuitive request interface and high-degree of automation.

Our template offers:

  • Complex estimation rules.
  • Complete customization.
  • Workflow automations.
  • Intuitive UI.
  • RBAC.
  • Third-party integrations.
  • Mobile-responsiveness.
  • Optional self-hosting.
  • Design customization.
  • Efficient workflows.

Use our template as a fully deployable solution, or tweak and customize it to fully match your existing workflows.

Multi-step logistics request forms

We’ve built our template around an intuitive, multi-step form interface . To initiate projects, logistics companies need accurate information. This includes item details, collection locations, destinations, and other client requirements.

Each form stage presents users with a single category of information. Clear data labels ensure that users provide accurate information, in the correct format.

Say goodbye to lengthy client calls and email chains. With our template, users can submit requests, and receive estimates, in seconds.

Manage and action responses

Our template offers extensive functionality for managing and responding to logistics requests. Use our searchable requests screen to quickly find specific entries, using any combination of data fields.

We’ve also provided a detail screen for each request. Your internal team can quickly view, edit, and manage data provided by users.

Manually override and correct request details, or access clients’ contact details to make queries and provide project updates.

Logistics Request Management Screen

Custom data fields

Every logistics company has unique initiation processes. All data fields within our template are fully customizable. Add, remove, and edit variables, or adjust formula weights to match your specific requirements.

Use our autogenerated forms to update front-end interfaces in seconds.

Add request categorization and taxonomies, or use conditional UIs to tailor request forms based on user inputs. With Budibase, it’s easy to create fully customized solutions for the logistics industry.

Automated estimates

Use our template as a self-service logistics estimation tool. We’ve provided advanced functionality for creating cost estimates. Create custom calculations based on item details, collection points, destinations, and turn-around times.

Our cost estimates are built using a customizable formula variable. We’ve set premiums for oversized items and next-day delivery, discounts for in-state logistics, and volume-based costing.

Use JavaScript and handlebars expressions to modify our estimation formula. Add variables, adjust weighting, set minimum prices, or implement a fixed cost structure. With Budibase, you have complete control over your request form’s functionality.

Communications and client relationship management

Our template is the ideal platform to automate communications and relationship management. Collect contact details for dispatchers and item recipients. Connect your SMTP credentials to send automated email updates at each stage of an item’s journey.

We’ve also provided functionality for quick and easy manual communications. Use the mailto: command to send client emails from any request details screen.

Use our searchable requests screen to quickly filter requests by client or recipient. Track and manage outcomes for different clients, providing the best possible customer experiences and service workflows.

Responsive design

We’ve built our logistics request form to work seamlessly on all devices. All design elements are fully responsive, scaling and resizing to fit perfectly on users’ screens. Budibase components also comply with key accessibility standards.

Our multi-step request form is the perfect way to create smooth and intuitive mobile user experiences.

Ensure maximum app adoption by giving users a tool that works perfectly, wherever they are, whatever device they’re using.

Custom RBAC

Budibase offers fully customizable role-based access control. Assign app screens to different permission tiers, at the press of a button. Grant access to users, based on their location, client, seniority, job role, or any other attribute

We’ve built our template around two access levels. Public users can complete our logistics request form, and receive project estimates. Power users can then search, manage, edit, and action all requests.

Our low-code platform empowers companies to create the perfect RBAC system for their user-base. Maximize security and usability by giving every user access to the exact data and functionality they need.

Logistics Request Form Templae Edit Screen

Manage client requests with Budibase

At Budibase, we’re transforming the way businesses build custom tools. Our open-source, low-code platform empowers users to build fully bespoke logistics solutions, in minutes.

Budibase offers:

  • Open-source design.
  • Scalability.
  • Self-hosting.
  • Custom RBAC.
  • Formula variables.
  • Advanced security.
  • Automation.
  • Integrations.
  • Support for external databases.
  • Total customization.
  • Built-in JavaScript editor.
  • Auto-generated screens.

Use our logistics request form as a deployable solution, or tweak and customize it to fit your specific requirements.

Our open-source, low-code platform

Our open-source, low-code platform offers unrivaled deployment times, developer experiences, and cost-effectiveness. With Budibase, lengthy and expensive custom builds are a thing of the past.

Build and deploy custom tools, in as little as five minutes.

We also offer SLAs and premium support packages for enterprise users. Check out our pricing page for more information.

Self-hosting and cloud deployments

Budibase offers complete flexibility for app deployment. Choose self-hosting or Budibase Cloud. Deploy to your own infrastructure, using Kubernetes, Docker, Docker Compose, Digital Ocean, and more.

At Budibase, we empower our users to choose the perfect hosting and configuration options for their needs. Use our logistics form template as a deployable web application.

Logistics Request Form Template Estimate Screen

External data support

Use our template to update and manipulate existing datasets. Connect to external data using MSSQL, MySQL, Airtable, CouchDB, MongoDB, S3, Oracle, RestAPI, and more. Budibase is the perfect solution for legacy application modernization or building tools from scratch.

We also offer our own built-in database, with CSV upload support. Choose BudibaseDB to quickly build professional apps, and centralize data.

Third-party integrations

Budibase is built to integrate with your existing software stack . Connect to existing tools using Zapier, WebHooks, RestAPI, and more. Integrate with communications tools, approval apps , CRMs, invoicing software, and more for fully streamlined operations.

Use any in-app action to trigger automations in external apps. With Budibase, it’s easy to create highly automated logistics workflows, without the need for custom code.

Security

For modern logistics companies, security is a key risk factor. Budibase is the smart choice for keeping your mission-critical data safe. With self-hosting, custom RBAC, and more, our low-code platform makes it easy to build fully secure custom tools.

We also offer free SSO across all of your Budibase tools, as well support for authentication standards including OAuth and OpenID.

Scalability

In the logistics industry, change is constant. Global events, new risks, and changing technology can all impact your operations. As such, your software must evolve to meet your current needs.

With Budibase, you can quickly add new data, users, screens, and functionality, with minimal interruption. Say goodbye to waiting for the features you need to respond to new challenges.

Start using Budibase today

We’re on a mission to build the world’s largest ecosystem of open-source software. With our leading low-code platform, you can build fully deployable custom applications, in as little as five minutes.

Use our logistics request form template as a deployable solution, or as the basis for your own custom platform. Our app templates work perfectly as stand-alone tools, or within wider systems.

To start using Budibase today, simply click below.

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