---
title: "Manage Quotes: Notes & History"
description: The Manage Quotes section allows users to access comprehensive details of 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: Notes & History](https://help.g2mint.com/en/g2mint-user-guide/manage-quotes?hsLang=en#manage-quotes-notes-history)

May 21, 2025

# Manage Quotes: Notes & History

## 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.

### **Notes & History:**

A collection of Notes and historical data associated to the Quote.  

**+ Create New:** Utilize the + Create New button to add a new note associated to the Quote, assign whether the Note is Internal or External, and who/what it is assigned to by selecting the Tag.

**Search:** Enter a key word or number to locate a Note.

**Group By:** Select a Tag to group the Notes by.

 

- [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)
- [My Account](https://help.g2mint.com/en/g2mint-user-guide/my-account?hsLang=en#main-content)

    - [My Account Contacts](https://help.g2mint.com/en/g2mint-user-guide/my-account?hsLang=en#my-account-contacts)
    - [My Account Services & Capabilities](https://help.g2mint.com/en/g2mint-user-guide/my-account?hsLang=en#my-account-services-capabilities)
    - [My Account Admin](https://help.g2mint.com/en/g2mint-user-guide/my-account?hsLang=en#my-account-admin)
    - [My Account Locations](https://help.g2mint.com/en/g2mint-user-guide/my-account?hsLang=en#my-account-locations)
- [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)

    - [Agreements- Compliance Header](https://help.g2mint.com/en/g2mint-user-guide/agreements-compliance?hsLang=en#agreements-compliance-header)
    - [Agreements- Compliance Plan](https://help.g2mint.com/en/g2mint-user-guide/agreements-compliance?hsLang=en#agreements-compliance-plan)
- [Agreements- Markup](https://help.g2mint.com/en/g2mint-user-guide/agreements-markup?hsLang=en#main-content)

    - [Agreements- Cost+](https://help.g2mint.com/en/g2mint-user-guide/agreements-markup?hsLang=en#agreements-cost)
- [Spot & Tender](https://help.g2mint.com/en/g2mint-user-guide/spot-tender?hsLang=en)
- [Track](https://help.g2mint.com/en/g2mint-user-guide/track?hsLang=en)

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