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      Send a Quote

      This article walks you through sending quotes to your customers directly from the system. It includes two primary methods, best practices, and key details to remember.

      What’s Covered in This Article

      • Two Methods of Sending a Quote.

      • Recommendations and Tips for Effective Quoting.

      • How Quote Sheets Are Automatically Added to Shipments.

      Method 1: Send a Quote Using the Rates Modal Window

      1. Open your shipment and click on Edit Record.

      2. Navigate to the Pricing Information section on the shipment profile.

      3. Click on Generate a Smart Quote.

      4. Once you see the results > click the Rates Modal Window icon on the far right side of the Successful Rates title bar.

      5. This will open a pop-up showing all available rates returned.

      6. In the Rates Viewer modal, you can choose which details to copy. Options include the carrier logo, name, transit time, sell rates, and RateW/Insurance.

      7. Copy multiple quotes from this window and paste them into your external email to your customer.

      Tip: This method is excellent if you offer multiple rate options to your customers and prefer sending quotes through your email provider or directly from the Send Message modal of the TMS on the shipment.

      Method 2: Send a Quote Sheet Through the System


      1. Select a carrier and rate for the shipment. (It can be done using the Generate Smart Quote method or manually adding the carrier and the pricing to the shipment.)

      2. From the shipment profile, click Documents > Quote Sheet.

      3. In the Quote Sheet window, click Send to email the quote directly from the system.

      4. You can include:

        • Subject line

        • Message body

        • Multiple document attachments

        • Recipients, CCs, and BCCs.

       Tip: This method is ideal for quickly sending a single selected quote directly to your customer with professional formatting.


      Documentation Tip: Log the Quote.

      For transparency and tracking, we recommend logging the quote (from Method 1) in the shipment's Activity Log:

      • After copying the rates from the Rates Viewer Window > Close the modal.

      • Go to the Activity Log for the shipment.

      • Click Add Activity and paste the copied quote.

      • This ensures there is a record of what was quoted to the customer.

      Additional Notes

      • Quote Sheets are automatically attached to shipments when moved to the Ready status.

      • The system’s “Send Message” feature allows you to send various shipment documents with custom messaging.