Describe your freight and qualification needs. Makeform creates a shipper intake form for contacts, commodities, lanes, volume, equipment, accessorials, and billing setup.
Route new shipper details to Slack, Google Sheets, and Zapier.
Sample prompts for the builder
Choose a freight scenario, tailor its prompt, and edit the resulting structure for your operation.
Audience
New shippers requesting brokerage capacity
Format
Qualification form with repeatable lane details
Prompt size
196 chars
Example form structure
Qualification form with repeatable lane details
Company and primary contacts
Commodity, weight, pallets, and freight class
Origin and destination lane
Weekly volume and equipment
Accessorials and start date
Suggested routing tags
Ready to quote
Needs lane review
Specialized freight
Ask for a representative lane and shipment frequency together. A lane without weekly or monthly volume is hard for a broker to qualify or price.
Step 1
Identify
company, contacts, locations, and billing
Step 2
Profile
commodity, lanes, cadence, and equipment
Step 3
Qualify
timing, constraints, accessorials, and fit
Step 4
Route
send the complete record to sales and operations
Why structured intake matters
A vague lane email leaves your team chasing commodity, weight, equipment, and timing. Structured intake gathers those facts for review.
Capture lanes, cadence, equipment, and shipment size in a consistent format for sales and operations.
Use conditional paths for LTL, reefer, flatbed, or specialized freight details.
Tag by mode, region, or readiness and route details to the team.
Built around freight mode
Begin with shared company and lane fields, then branch into equipment and handling questions that match the shipper's actual freight.
Recurring lanes, loads per week, live load or drop, trailer type, facility hours, appointments, and target start date.
Freight class, NMFC if known, pallet dimensions, total weight, stackability, liftgate, limited-access, and notification needs.
Product profile, set point and range, precooling, operating mode, washout, loading windows, and shipper-provided handling instructions.
Flatbed deck type, tarping and securement, dimensional freight, loading method, and site restrictions for nonstandard moves.
Shipper onboarding workflow
Create the intake, adjust its paths, publish it, and route submissions for review.
State your modes, regions, customer types, and minimum lane facts.
Edit labels, require key fields, repeat lanes, and reveal mode-specific questions.
Share the link, add it to email, or embed it on your site.
Send submissions to your workflow and route follow-up by mode or territory.
Form vs email vs generic contact page
A purpose-built form turns shipper interest into structured data your team can review and route.
Field guide
Build a complete freight profile without asking for details your team will not use. These six groups cover identity, lanes, cargo, service constraints, timing, and the commercial handoff.
Company and contacts
Separate primary, shipping, billing, and after-hours contacts so sales and operations know whom to call.
Lanes and cadence
Let shippers add origin-destination pairs with volume and schedules for each lane.
Commodity and shipment
Pair the commodity with packaging, count, dimensions, weight, class, and handling characteristics.
Equipment and accessorials
Start with mode and equipment, then reveal applicable reefer, LTL, or flatbed details.
Facilities and timing
Gather dock hours, appointment lead time, loading method, site directions, and start date.
Context and handoff
Ask for current challenges, priorities, and reference data. Keep internal notes out of the public form.
Related tools
Pair intake with onboarding, quote requests, delivery details, and internal handoffs using existing Makeform tools.
Start with a broader intake pattern for company contacts, goals, and account context.
Open toolCollect the next-stage details after your team decides to onboard the shipper.
Open toolCreate a structured request when the shipper is ready to ask for pricing.
Open toolBuild a general transportation workflow for trip, passenger, cargo, or routing details.
Open toolCapture delivery instructions, recipient information, and completion details.
Open toolGather structured company and contact data when registering service providers.
Open toolFAQ
Practical answers for freight brokers, third-party logistics teams, and transportation sales operations.
A shipper intake form gathers a freight customer's contacts, commodities, lanes, frequency, shipment size, equipment, facility constraints, accessorials, and timing. Brokers and logistics teams use it to qualify an opportunity and focus their follow-up.
Ask for company and contacts, commodity, origin, destination, shipment frequency, equipment, count, weight, loading method, facility hours, appointments, and start date. Require essential facts while leaving unknown early-stage details optional.
Yes. Use a repeatable group for each lane's origin, destination, frequency, equipment, and shipment profile. Offer a file upload when the prospect already has a large lane spreadsheet.
Ask for mode or equipment first, then reveal conditional sections: live-load and drop for truckload, class and accessorials for LTL, temperature for reefer, or loading and securement for flatbed.
Yes. Add an upload for lane spreadsheets, shipment history, facility guides, or handling instructions. Keep key routing fields structured so reviewers can triage without opening every attachment.
Collect mode, region, equipment, volume, and start date. Send submissions to your Makeform inbox, Google Sheets, Slack, or Zapier, then route by territory and responsibility. Review the workflow before using it for assignments.
Yes. Makeform offers unlimited free forms and responses, including generating, editing, publishing, and using your shipper intake form. The paid tier removes the Makeform badge.
Confirm the next step, check lane, commodity, volume, equipment, and timing fields, assign a reviewer, and request only the missing details needed for qualification or a quote.
Turn freight interest into a usable lane profile.
