To create a quote, go to Data Management → Quotes/Contracts → Quotes. To add a legal clause, refer to this article. The Quotes and Contracts feature requires a subscription to utilize.
To add a new quote, click . Required fields are marked with .
To add a lane, click .
There are multiple shipper pricing methods available. To view more detailed pricing information, click the icon.
To save any changes made to the price, click the Update Pricing button.
To create the quote, click the Save button. To create the quote and then send it, click the Save & Send button. The print/email quote screen will open.
The quote type can also be set as basic or detailed. The detailed quote shows additional information, including all of the notes entered.
The customer contact set for the quote will be pre-filled into the email field. Additional customer contacts can be added to the list as well.
To generate a pdf of the quote, select the Print option or the Print and Send to Email option.
Click the Send button to print/email the quote. A confirmation screen will show.
To view more information about the quote, click the icon.
Quotes can be copied as well as edited.
To print/email a quote, select the checkbox on the quote and then click . Multiple quotes can be selected.
For the email field, unlike sending an individual quote through the Save & Send button, the field is free-form and is not pre-filled with a customer contact.
Click Send to generate a pdf and/or send the quote.