Create Quote

This article will show you how to generate a rate quote from the Customer Portal

Creating a New Shipment Quote from the Customer Portal

    1. Start a New Order
      From the Customer Portal Dashboard, click Start a New Order to begin the process.

    2. The 3-Step Booking Process
      You’ll go through a three-step booking process, starting with Shipment Quoting.

    3. Step 1: Shipment Quoting
      Required fields are marked with a blue line in front of each text field.
      To generate a quote, you must enter:

      • Origin Zip Code

      • Destination Zip Code

      • Commodity Details

      If you’re unsure of a shipment’s class, you can use the Class Estimator once you’ve entered the commodity’s weight and dimensions.

    4. Generating a Smart Quote
      After filling in all the required details, click Generate Smart Quote.
      This will open the Generate Smart Quote modal, where your available rates will be displayed.

       


       

Clicking ' Add to Product Catalog' from the Commodity Information line will allow you to add a Commodity to your product catalog for future use.