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