https://ortely.com/changelog Improvements, weekly. What's new in Ortely for your team. en-us https://ortely.com/changelog#2026-06-12 https://ortely.com/changelog#2026-06-12 Fri, 12 Jun 2026 00:00:00 GMT

The voice assistant handles a lot more. You can now change a shipment's status, edit shipments, parties, and pieces, act on quotes and invoices, and add notes to any record — all by voice or the command bar. Say "yes" to confirm a pending draft without reaching for the keyboard.

Credit notes issue automatically when freight is re-rated. When a booked shipment is re-priced up or down, the matching invoice supplement or credit note is created at the same moment — no manual reconciliation step needed.

Warehouse receiving can trigger a re-rate. An org-level toggle lets you automatically update freight rates when cargo is received, so your records stay current without a manual step after each receipt.

Rate validity, dimensions, and commodity on create and edit. You can now set effective and expiry dates, the dimensional factor, commodity, day-of-week restrictions, and rate source when creating a rate or editing it later.

Per-leg cargo detail in the quote builder. Specify the manifest level and overpacks for each leg of a multi-leg quote, giving carriers the detail they need for accurate pricing.

USPS address deliverability check before booking. USPS shipments now confirm the delivery address is reachable before the label is purchased, surfacing any issues while you can still act on them.

USPS pickup pre-fills from your selected shipments. When you schedule a pickup from the shipment list, the collection address is drawn from the selected shipments automatically.

Direction-aware carrier accounts. For carriers that separate export and import credentials, Ortely now selects the right account based on shipment direction automatically.

Live SITA cargo messaging. Air freight operators can connect a SITA Data Connect subscription and route cargo messages through their own SITA address, removing the need for a third-party relay.

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USPS shipping, end to end. Connect your own USPS account and quote domestic and international mail classes, validate and complete addresses with ZIP+4, buy labels, find drop-off and parcel-locker points, schedule pickups, and track — right alongside your other carriers.

UPS shipping, end to end. Connect UPS with a guided sign-in, then rate and compare services, book labels, void, track, and schedule on-call pickups without leaving Ortely.

More from FedEx. One Rate flat pricing, a multi-product picker for Express, Ground, and SmartPost, Hold-At-Location pickup points, return tags, and FedEx-generated commercial invoices are now available in the quote composer and on bookings.

DHL eCommerce returns. Generate DHL return labels and surface drop-off and locker points for eCommerce shipments.

Print every document for a shipment. New commercial invoices, packing lists, ocean and road bills of lading, and CN22/CN23 customs declarations — plus one click that bundles every document for a shipment into a single downloadable packet. Quotes export to PDF too.

A voice assistant (add-on). A hands-free mic lets you dictate to create drafts and look things up, reads results back so you can confirm before saving, with a choice of voices. Turn it on for your whole team or toggle it with a keyboard shortcut, and see its usage on your bill.

A smarter inbox. Incoming email is sorted automatically — customer details, warehouse receipts, and vendor invoices each route to the right next step, so you can create the record in one click. Re-classify a draft if it's misread, and filter the queue by sender or date range.

Different cargo on each leg. Quotes and the composer now let you describe pieces and weights per leg, add a manual charge line, and refresh an expired quote with its inputs pre-filled.

Lists you can shape. Choose which columns appear, click any header to sort, and resize or reorder columns with horizontal scroll — across every list.

A workspace that fits how you work. Settings is reorganized into clear groups with a card index, dashboards have role-based defaults you can rearrange, you can set the dashboard text size, and address forms now lead with country. Signing up is no longer limited to the US.

More ways to stay informed. Quote sent and accepted, booking confirmations, welcome and plan-change notices, a card-expiry heads-up, and an alert when your account is signed into from a new device — with configurable recipients.

Manage your data. Request account deletion from Settings, review and update your consent choices, and see your own AI and voice usage from your profile.

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Quote diagnostics when a rate doesn't match. Quotes now show the closest-miss reason when no rate is found, and you can override the price on any individual leg by hand — so a near-miss never blocks you.

Find and add customers without leaving the form. A new customer picker lets you type-to-search anywhere a customer is needed, and create a new one inline if they're not there yet.

Copy a party into a new record. Duplicate an existing contact or company into a pre-filled create form from the command menu — no re-typing shared details.

Stronger contact and tax details. Contacts now require a name plus an email or phone, tax IDs validate by country and type, and credit limits use a proper currency picker — fewer bad records, less cleanup later.

Refunds and billing notices in Settings. Refunds now show directly on Settings → Billing, with clearer banners when a payment needs your attention.

New shipments start as drafts. Creating a shipment now opens it in draft, so nothing is treated as quoted before you're ready.

Clearer, more consistent feedback everywhere. Every create, update, and delete confirms with a toast, error messages stay put until dismissed, delete actions are marked in red, and address forms lead with country.

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Drop in multiple emails or PDFs at once. AI extraction now accepts a batch of files in one go and previews each source separately, so you can compare what the AI saw across attachments before approving.

A tendered state for shipments. When you hand a shipment off to the carrier, you can mark it tendered — and on air shipments we send the matching Cargo-iMP message to the carrier automatically.

Cleaner billing checkout. The payment screen is now embedded inline (no redirect off-site), and a single subscription can carry both seat and usage charges.

See the resolved port on rate-sheet imports. Import review now shows the matched port directly on the line, so you can sanity-check before committing.

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Claim your own workspace URL. Paid plans can now set a custom address (`yourcompany.ortely.com`) from Settings → Organization. Old links keep working for 90 days after a change, so issued documents and bookmarks don't break.

Pricing is public. Every plan and limit is now on the pricing page — no "contact sales" gate to find out what it costs.

What our AI does — in plain English. A new page lays out exactly what the AI does, what it doesn't, and how your data is handled. No mystery.

]]> https://ortely.com/changelog#2026-05-08 https://ortely.com/changelog#2026-05-08 Fri, 08 May 2026 00:00:00 GMT

Quotes price themselves. The composer now pulls rates, markups, surcharges, fuel, and fees automatically and shows how each number was reached — no more hand-entering line items on the common case.

Faster, cheaper document reading. Email and rate-sheet extraction got materially quicker and lighter, so AI actions go further on every plan.

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Roles and permissions. Admin / operator / viewer roles with per-area control, configurable from Settings → Team.

Mode-aware tracking. Milestones now speak the right language per mode — air uses IATA Cargo-iMP codes, ocean uses carrier messages, courier uses scan events.

Bill, pay, reconcile in one place. Customer invoicing and carrier payables now close the loop without leaving Ortely.

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