- Knowledge Base
- Customers
- Portal
-
Accounting
-
Back Office Features
-
Company Docs
-
Customers
-
Email Configuration
-
Front Office Features
-
General
-
Insurance
-
Integrations
-
Onboarding
-
LSP
-
Public API Documentation
-
Rates
-
Reports
-
Sales
-
Shipments
-
Content Templates (Document Changes)
-
Tai Email Assistant
-
Tai Marketplace
-
Tai Software Write Ups
-
Video Library
-
What's New?
Create Quote
This article will show you how to generate a rate quote from the Customer Portal:
Quick Reference Video Summary:
- Click Start a New Order from the Customer Portal Dashboard
- Users will see a 3 step booking process
- Shipment Quoting is the first step of the 3 step booking process
- Required fields are denoted by a blue line in the front of the free text field
- Origin and Destination Zip Codes are required, as well as the Commodity details in order to generate a quote
- If you do not know a shipment's class, you can use the class estimator after entering the weight and dimensions of the commodity
- Clicking 'Add Favorites' from the Commodity Information line will allow you to add a Commodity to your product catalog for future use