- Knowledge Base
- Customers
- Portal
Quote History
This article will show you how to review Quote History from the Customer Portal:
Quick Reference Video Summary:
- Quote History is accessible directly from the Dashboard, or from the Welcome button in the top right where your user is displayed
- Quote History will only show non-booked shipments that are in Request for Quote status; these are quotes, and not real shipments, so items in this list will have to be booked in order to be considered a shipment
- Clicking the Shipment ID will bring you to the shipment Quote details where you will have the option to review the actual shipment and finalize it for booking
- This will show a quick reference of various quote details of the most recent quotes first