---
title: "Manage Quotes: Overview"
description: The Manage Quotes section allows users to access comprehensive details of an existing quote, as well as Rerating an existing Quote.
---

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1. [G2Mint User Guide](https://help.g2mint.com/en/g2mint-user-guide?hsLang=en)
2. [Manage Quotes](https://help.g2mint.com/en/g2mint-user-guide/manage-quotes?hsLang=en)
3. [Manage Quotes: Overview](https://help.g2mint.com/en/g2mint-user-guide/manage-quotes?hsLang=en#manage-quotes-overview)

May 28, 2025

# Manage Quotes: Overview

## View all details of an existing Quote, including dates, locations, accounts, commodities and status

### **Last Updated: May 8, 2025**

### **Applies to:**

*Shippers, Brokers, Carriers*

### **Solution Overview:**

The Manage Quotes section allows users to access comprehensive details of an existing quote, including important information such as dates, locations, accounts, commodities, and the current status. Users can edit quotes, re-rate them as needed, or convert them into shipments. It is important to note that a Quote Rate cannot be tendered until a shipment has been created. Additionally, users have the option to assign a carrier or request a spot rate. Furthermore, users can enter a custom rate or a verbally quoted rate directly from this section.

### Manage Quotes: Overview Fields

**References:** Documents available that are associated to the Quote.  When available, there will be a hyperlink.  If there is no hyperlink, that document does not yet exist. 

**Est Pick-up:** Based upon date in Builder.  In the Quote phase, this is just an estimate.

**Est Delivery:** Based upon date in Builder.  In the Quote phase, this is just an estimate.

**Status:** A Quote status will always be New

**Account:** Primary Account Name assigned in Build

**Stops:** View Stops associated with the Quote

**Asset Information:** Includes Equipment Type, Truck/Trailer #, as well as the Seal, Chassis and Container #

**Commodity Summary:** View a summary of Commodity's associated to the Quote.  Add additional Commodity by utilizing the blue + button.  To Edit existing Commodity, select the Edit Icon in upper right corner.

**Accessorial Summary:** View a summary of Accessorials associated to the Quote. 

### **Rerate an Existing Quote:**

# [Rerating an existing quote](https://app.guidde.com/playbooks/pm1r6CExiavdKXnTLohvye)

<iframe style="width:100%;height:100%;position:absolute;left:0px;top:0px;border-radius: 10px" src="https://embed.app.guidde.com/playbooks/pm1r6CExiavdKXnTLohvye" title="Rerating an existing quote" frameborder="0" referrerpolicy="unsafe-url" allowfullscreen="true" allow="clipboard-write" sandbox="allow-popups allow-popups-to-escape-sandbox allow-scripts allow-forms allow-same-origin allow-presentation"></iframe>

### 1. Click "Manage"

 Access the management section. 

![Click 'Manage'](https://static.guidde.com/v0/qg%2FleWIYvrR06htPBY1qPGZKUlxnDz1%2Fpm1r6CExiavdKXnTLohvye%2FaneeTocAc225B2p1tyEdS3_doc.png?alt=media&token=ee104c7a-4bac-4979-9e59-d8cd67d66b9c)

### 2. Click "Quotes"

 Navigate to the quotes tab. 

![Click 'Quotes'](https://static.guidde.com/v0/qg%2FleWIYvrR06htPBY1qPGZKUlxnDz1%2Fpm1r6CExiavdKXnTLohvye%2FaUSCQbPBz3eovB1ACTX25E_doc.png?alt=media&token=0f406a02-8933-4c42-bc7f-1e76d1fcef34)

### 3. Click "Edit"

 Enter the editing mode for the quote. 

![Click 'Edit'](https://static.guidde.com/v0/qg%2FleWIYvrR06htPBY1qPGZKUlxnDz1%2Fpm1r6CExiavdKXnTLohvye%2FjedgXs8TjjazJ32NaDvBZc_doc.png?alt=media&token=ad656b30-5c8d-4c59-9c85-3c061471a71f)

### 4. Click "Get Rates"

 Make any updates you would like, then click "Get Rates" to rerate the shipment. 

![Click 'Get Rates'](https://static.guidde.com/v0/qg%2FleWIYvrR06htPBY1qPGZKUlxnDz1%2Fpm1r6CExiavdKXnTLohvye%2FkVxkfHaXXoDQJbcf8o9nop_doc.png?alt=media&token=af430077-8e12-4fe4-96cd-e1afb034e2c1)

### 5. Click "Yes"

 Please note that rerating the quote and clicking "Yes" will clear out your previous rates. 

![Click 'Yes'](https://static.guidde.com/v0/qg%2FleWIYvrR06htPBY1qPGZKUlxnDz1%2Fpm1r6CExiavdKXnTLohvye%2Fqz4WMgfjNfbwyUmdh7ehUj_doc.png?alt=media&token=3f2a93e2-c488-44ec-94eb-cc1055d84de4)

### 6. View updated rates.

 You can now view your new rates for the shipment. 

![View updated rates. ](https://static.guidde.com/v0/qg%2FleWIYvrR06htPBY1qPGZKUlxnDz1%2Fpm1r6CExiavdKXnTLohvye%2FuAN5vKc5AgAr3KxEwKFjcC_doc.png?alt=media&token=45e84a0c-b111-48ed-8def-d782cec5a851)

[Powered by **guidde**](https://www.guidde.com)

**Request a Spot Rate** 

1. Select **Manage** from left Nav Bar
2. Select **Quotes** from dropdown
3. Select **Edit** pencil from Grid
4. Select **🔼**in bottom right corner to view previous Rate Drawer (Selecting **Get Rates** to will update previous rates, but will also bring you to the drawer)

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXcWByExMM2Ev89TIVugzFdOH4v6bVsQgH_PL8Y7EW5WQ_SgXpqq5Gfn9pT19ngQFqpp03BmTPF4LQu0m7xQ-8p5JTOmrvSSGUFKIi3nGbwIqchiKsvHHwFbIWN8psvqwBBPTkSo0QRiUbJVKk7M8TW4127Q?key=bb86QFo9UJp2fwdkptTaow)

       5.  Select Spot Options

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXdQgNeNSl6TK9rjBrhMkwEu8ZVIt0vLmTzl_bDC-HCD1LvIWyr1vulWMwRLR3LakWbqfjEcCoMqFkc_YkBl701Hhc_c8UA_siC--0zpbSWt-6OYGqYS1B3vj2aZxxwyRtP796WsHYWGoFF_LuCFzpJ6ouIh?key=bb86QFo9UJp2fwdkptTaow)

       6. Select Request will provide Quote details to Account Contact of the specific Carrier

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXdQYep-aBQaHdLXcHyIZVJCuzjT0s7J5DvrYB5BRKE_ovOq-6coQgk70P0lf-eWZQ0W0Y7YGJmIIg4hqmdaN_dV5w9b6Ui84kQ6db8bnqY54d79U3TEQ3jznQGO70H0LQ53P5fC5_IyzO0rwgNmssA5eVU?key=bb86QFo9UJp2fwdkptTaow)

       7.  Requested Spot Rates will remain in drawer Grid view with updated Status 

 

**Assign a Rate (without Tender)**

1. Select **Manage** from left Nav Bar
2. Select **Quotes** from dropdown
3. Select **Edit** pencil from Grid
4. Select **🔼**in bottom right corner to view previous Rate Drawer (Selecting **Get Rates** to view drawer will always re-rate)

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXcWByExMM2Ev89TIVugzFdOH4v6bVsQgH_PL8Y7EW5WQ_SgXpqq5Gfn9pT19ngQFqpp03BmTPF4LQu0m7xQ-8p5JTOmrvSSGUFKIi3nGbwIqchiKsvHHwFbIWN8psvqwBBPTkSo0QRiUbJVKk7M8TW4127Q?key=bb86QFo9UJp2fwdkptTaow)

      5. Select ellipsis (three dots) on right side of Grid View  
     6. Select **Assign**

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXfNw1BCU0NUG1ezPj2WSc6Md98C6nt7ocZOItgCZv-pULBu3XP8cKvcj5jj6u6EzL88zR2qK0PyNl4eGR8m5tBeF0qy0BMTvM3XRQ4noB-EUmHQ4ONSzZFMWkPtFIHw1PdVKmSUK7z3fx3RPmUsMcczfwH6?key=bb86QFo9UJp2fwdkptTaow)

      7. Assigned status will be noted in grid view  
     8. Once Assigned, a Carrier may be Unassigned in the same manner

 

- [Getting started](https://help.g2mint.com/en/g2mint-user-guide/getting-started?hsLang=en#main-content)

    - [Shipper client Account](https://help.g2mint.com/en/g2mint-user-guide/getting-started?hsLang=en#shipper-client-account)
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    - [My Account Contacts](https://help.g2mint.com/en/g2mint-user-guide/my-account?hsLang=en#my-account-contacts)
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- [User Management](https://help.g2mint.com/en/g2mint-user-guide/user-management?hsLang=en#main-content)

    - [User Management Groups](https://help.g2mint.com/en/g2mint-user-guide/user-management?hsLang=en#user-management-groups)
    - [User Management Roles](https://help.g2mint.com/en/g2mint-user-guide/user-management?hsLang=en#user-management-roles)
    - [User Management Users](https://help.g2mint.com/en/g2mint-user-guide/user-management?hsLang=en#user-management-users)
- [Default Settings](https://help.g2mint.com/en/g2mint-user-guide/default-settings?hsLang=en#main-content)

    - [Default Settings Accessorial](https://help.g2mint.com/en/g2mint-user-guide/default-settings?hsLang=en#default-settings-accessorial)
    - [Default Settings App Customization](https://help.g2mint.com/en/g2mint-user-guide/default-settings?hsLang=en#default-settings-app-customization)
    - [Default Settings Rate Expiration](https://help.g2mint.com/en/g2mint-user-guide/default-settings?hsLang=en#default-settings-rate-expiration)
    - [Default Settings Margin Thresholds](https://help.g2mint.com/en/g2mint-user-guide/default-settings?hsLang=en#default-settings-margin-thresholds)
    - [Default Settings Finance/ Invoicing](https://help.g2mint.com/en/g2mint-user-guide/default-settings?hsLang=en#default-settings-finance-invoicing)
    - [Default Settings Finance/ Billing](https://help.g2mint.com/en/g2mint-user-guide/default-settings?hsLang=en#default-settings-finance-billing)
    - [Default Settings Documents](https://help.g2mint.com/en/g2mint-user-guide/default-settings?hsLang=en#default-settings-documents)
- [Integrations](https://help.g2mint.com/en/g2mint-user-guide/integrations?hsLang=en#main-content)

    - [Falvey Insurance](https://help.g2mint.com/en/g2mint-user-guide/integrations?hsLang=en#falvey-insurance)
    - [QuickBooks](https://help.g2mint.com/en/g2mint-user-guide/integrations?hsLang=en#quickbooks)
- [Engage Account](https://help.g2mint.com/en/g2mint-user-guide/engage-account?hsLang=en#main-content)

    - [Engage Locations](https://help.g2mint.com/en/g2mint-user-guide/engage-account?hsLang=en#engage-locations)
    - [Engage General](https://help.g2mint.com/en/g2mint-user-guide/engage-account?hsLang=en#engage-general)
    - [Engage Contacts](https://help.g2mint.com/en/g2mint-user-guide/engage-account?hsLang=en#engage-contacts)
    - [Engage Agreements](https://help.g2mint.com/en/g2mint-user-guide/engage-account?hsLang=en#engage-agreements)
    - [Engage Admin](https://help.g2mint.com/en/g2mint-user-guide/engage-account?hsLang=en#engage-admin)
    - [Engage Settings](https://help.g2mint.com/en/g2mint-user-guide/engage-account?hsLang=en#engage-settings)
    - [Engage Services and Capabilities](https://help.g2mint.com/en/g2mint-user-guide/engage-account?hsLang=en#engage-services-and-capabilities)
- [Configurations](https://help.g2mint.com/en/g2mint-user-guide/configurations?hsLang=en#main-content)

    - [Address Book](https://help.g2mint.com/en/g2mint-user-guide/configurations?hsLang=en#address-book)
    - [Fuel Index Table](https://help.g2mint.com/en/g2mint-user-guide/configurations?hsLang=en#fuel-index-table)
    - [Areas](https://help.g2mint.com/en/g2mint-user-guide/configurations?hsLang=en#areas)
    - [Equipment](https://help.g2mint.com/en/g2mint-user-guide/configurations?hsLang=en#equipment)
    - [Schedules](https://help.g2mint.com/en/g2mint-user-guide/configurations?hsLang=en#schedules)
    - [Commodities](https://help.g2mint.com/en/g2mint-user-guide/configurations?hsLang=en#commodities)
    - [Handling Units](https://help.g2mint.com/en/g2mint-user-guide/configurations?hsLang=en#handling-units)
- [Build](https://help.g2mint.com/en/g2mint-user-guide/build?hsLang=en#main-content)

    - [Shipments](https://help.g2mint.com/en/g2mint-user-guide/build?hsLang=en#shipments)
    - [Loads](https://help.g2mint.com/en/g2mint-user-guide/build?hsLang=en#loads)
    - [Quotes](https://help.g2mint.com/en/g2mint-user-guide/build?hsLang=en#quotes)
- [Manage Shipments](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#main-content)

    - [Manage Shipments: Overview](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#manage-shipments-overview)
    - [Manage Shipments: Rate Quotes](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#manage-shipments-rate-quotes)
    - [Manage Shipments: Associated BOL](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#manage-shipments-associated-bol)
    - [Manage Shipments: Orders](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#manage-shipments-orders)
    - [Manage Shipments: Notes & History](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#manage-shipments-notes-history)
    - [Manage Shipments: Documents](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#manage-shipments-documents)
    - [Manage Shipments: Financials](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#manage-shipments-financials)
    - [Manage Shipments: Tracking Events](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#manage-shipments-tracking-events)
    - [FAQ](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#faq)
    - [Waterfall Tendering](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#waterfall-tendering)
- [Agreements- Freight](https://help.g2mint.com/en/g2mint-user-guide/agreements-freight?hsLang=en#main-content)

    - [Agreements- Freight: Locations](https://help.g2mint.com/en/g2mint-user-guide/agreements-freight?hsLang=en#agreements-freight-locations)
    - [Agreements- Freight: Rate Plans](https://help.g2mint.com/en/g2mint-user-guide/agreements-freight?hsLang=en#agreements-freight-rate-plans)
    - [Agreements- Freight: Validation](https://help.g2mint.com/en/g2mint-user-guide/agreements-freight?hsLang=en#agreements-freight-validation)
    - [Agreements- Freight: Header Information](https://help.g2mint.com/en/g2mint-user-guide/agreements-freight?hsLang=en#agreements-freight-header-information)
    - [Carrier Webservice Instructions](https://help.g2mint.com/en/g2mint-user-guide/agreements-freight?hsLang=en#carrier-webservice-instructions)
- [Carrier Bill Management](https://help.g2mint.com/en/g2mint-user-guide/carrier-bill-management?hsLang=en#main-content)

    - [Statuses](https://help.g2mint.com/en/g2mint-user-guide/carrier-bill-management?hsLang=en#statuses)
- [Managing Client Invoices](https://help.g2mint.com/en/g2mint-user-guide/managing-client-invoices?hsLang=en#main-content)

    - [Approve Client Invoices](https://help.g2mint.com/en/g2mint-user-guide/managing-client-invoices?hsLang=en#approve-client-invoices)
- [FAQs](https://help.g2mint.com/en/g2mint-user-guide/faqs?hsLang=en#main-content)

    - [Manage Shipments](https://help.g2mint.com/en/g2mint-user-guide/faqs?hsLang=en#manage-shipments)
    - [User Management](https://help.g2mint.com/en/g2mint-user-guide/faqs?hsLang=en#user-management)
    - [Documents](https://help.g2mint.com/en/g2mint-user-guide/faqs?hsLang=en#documents)
    - [Engage-Accounts](https://help.g2mint.com/en/g2mint-user-guide/faqs?hsLang=en#engage-accounts)
- [G2Mint Support](https://help.g2mint.com/en/g2mint-user-guide/g2mint-support?hsLang=en)
- [Release Notes](https://help.g2mint.com/en/g2mint-user-guide/release-notes?hsLang=en)
- [Engage Locations](https://help.g2mint.com/en/g2mint-user-guide/engage-locations?hsLang=en)
- [Engage Contacts](https://help.g2mint.com/en/g2mint-user-guide/engage-contacts?hsLang=en)
- [General](https://help.g2mint.com/en/g2mint-user-guide/general?hsLang=en)
- [Reports](https://help.g2mint.com/en/g2mint-user-guide/reports?hsLang=en)
- [Engage](https://help.g2mint.com/en/g2mint-user-guide/engage?hsLang=en#main-content)

    - [Accounts](https://help.g2mint.com/en/g2mint-user-guide/engage?hsLang=en#accounts)
- [Agreements](https://help.g2mint.com/en/g2mint-user-guide/agreements?hsLang=en#main-content)

    - [Custom Freight Agreements](https://help.g2mint.com/en/g2mint-user-guide/agreements?hsLang=en#custom-freight-agreements)
    - [FAK Table](https://help.g2mint.com/en/g2mint-user-guide/agreements?hsLang=en#fak-table)
    - [Billing Agreements](https://help.g2mint.com/en/g2mint-user-guide/agreements?hsLang=en#billing-agreements)
- [Manage](https://help.g2mint.com/en/g2mint-user-guide/manage?hsLang=en#main-content)

    - [Shipments](https://help.g2mint.com/en/g2mint-user-guide/manage?hsLang=en#shipments)
- [Dispatch](https://help.g2mint.com/en/g2mint-user-guide/dispatch?hsLang=en)
- [API Management](https://help.g2mint.com/en/g2mint-user-guide/api-management?hsLang=en)
- [Workflow](https://help.g2mint.com/en/g2mint-user-guide/workflow?hsLang=en)
- [The Grid View](https://help.g2mint.com/en/g2mint-user-guide/the-grid-view?hsLang=en)
- [Manage Quotes](https://help.g2mint.com/en/g2mint-user-guide/manage-quotes?hsLang=en#main-content)

    - [Manage Quotes: Notes & History](https://help.g2mint.com/en/g2mint-user-guide/manage-quotes?hsLang=en#manage-quotes-notes-history)
    - [Manage Quotes: Overview](https://help.g2mint.com/en/g2mint-user-guide/manage-quotes?hsLang=en#manage-quotes-overview)
    - [Manage Quotes: Rate Quotes](https://help.g2mint.com/en/g2mint-user-guide/manage-quotes?hsLang=en#manage-quotes-rate-quotes)
- [Manage Orders](https://help.g2mint.com/en/g2mint-user-guide/manage-orders?hsLang=en)
- [Manage Loads](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#main-content)

    - [Manage Loads: Orders](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#manage-loads-orders)
    - [Manage Loads: Overview](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#manage-loads-overview)
    - [Manage Loads: Financial](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#manage-loads-financial)
    - [Manage Loads: Rate Quotes](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#manage-loads-rate-quotes)
    - [Manage Loads: Notes & History](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#manage-loads-notes-history)
    - [Manage Loads: Tracking Events](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#manage-loads-tracking-events)
    - [Manage Loads: Associated BOL](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#manage-loads-associated-bol)
    - [Manage Loads: Documents](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#manage-loads-documents)
- [Manage Exceptions](https://help.g2mint.com/en/g2mint-user-guide/manage-exceptions?hsLang=en)
- [Agreements- Fuel](https://help.g2mint.com/en/g2mint-user-guide/agreements-fuel?hsLang=en)
- [Agreements- Accessorial](https://help.g2mint.com/en/g2mint-user-guide/agreements-accessorial?hsLang=en)
- [Agreements- 3PL Services](https://help.g2mint.com/en/g2mint-user-guide/agreements-3pl-services?hsLang=en#main-content)

    - [Retainer](https://help.g2mint.com/en/g2mint-user-guide/agreements-3pl-services?hsLang=en#retainer)
- [Agreements- Compliance](https://help.g2mint.com/en/g2mint-user-guide/agreements-compliance?hsLang=en#main-content)

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