Manage Quotes: Rate Quotes
View all details of an existing Quote, including dates, locations, accounts, commodities and Spot Quotes
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: Rate Quotes provides a view of all saved Rates associated. If Edits are made, select "Get Rates" to update Rates. Additionally, you can view Rate Details, Assign a Rate, Request a Spot, search for nearby Capacity Match, View Index Rates, and create a custom rate (from a verbal or known lane).
Convert an Existing Quote into a Shipment
1. Click "Manage"
2. Click "Quotes"
Access the Quotes section by selecting "Quotes" from the menu.
3. Click "Edit"
Open the quote you want to convert to a shipment by clicking on "Edit."
4. Click "Build Shipment"
5. Click "Get Rates"
6. Click "Yes"
7. Click "Tender"
Rate Quotes Terms:

- The Rated tab provides a full view of the Rates that have been associated to the Quote. Select Get Rates in bottom right corner to update rates.
- Spot Options tab offers a list of Carriers who are eligible to bid on this Quote. Select Request to allow the Carrier to bid.
- Nearby Capacity Match and Index Rates can be linked to a plug-in account
- + Create New is designed to accommodate a custom quote, whether it is assigned to a specific Carrier or not. For example, if a Broker quotes a Shipper $2500 for a truckload, and plans on finding a Carrier after acceptance of quote, that would be entered here.
- Assign or Edit a Rate through the ellipsis (three dots on the right-hand side of the Rate Drawer). Assigning a Rate will update the status to Assigned, but is not the same as Tendering (Tendering can only be done from Shipment).
Request a Spot Rate
- Select Manage from left Nav Bar
- Select Quotes from dropdown
- Select Edit pencil from Grid
- 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)
Assign a Rate (without Tender)
- Select Manage from left Nav Bar
- Select Quotes from dropdown
- Select Edit pencil from Grid
- Select 🔼in bottom right corner to view previous Rate Drawer (Selecting Get Rates to view drawer will always re-rate)
6. Select Assign
8. Once Assigned, a Carrier may be Unassigned in the same manner