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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: 

1. Click "Manage"

Access the management section.
Click 'Manage'

2. Click "Quotes"

Navigate to the quotes tab.
Click 'Quotes'

3. Click "Edit"

Enter the editing mode for the quote.
Click 'Edit'

4. Click "Get Rates"

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

5. Click "Yes"

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

6. View updated rates.

You can now view your new rates for the shipment.
View updated rates.

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)

      5.  Select Spot Options

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

      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)

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

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