Once you have installed Freightview for Salesforce, you may also want to install Freightview's Quote Extension. This extension allows you to add the Freightview rating engine to your quotes.
Before you install this extension, you will want to make sure that you have quotes enabled in Salesforce. You can find more detailed instructions on enabling quotes here.
Once you have quotes enabled, click here to install the Freightview Quote Extension.
You will be prompted to choose which user accounts will be able to use the Freightview Quote Extension. We recommend installing it for all users. Click install once you make your selection.
That's it! The Freightview Quote Extension is now installed.
Customizing Quote Page Layout
If you already set up the Account and Opportunity page layouts when you installed Freightview for Salesforce, you will find that the process for setting up the Quote page layout is very similar. First, select Setup from the top right of your screen; then, in the bar on the left side under Build, select the dropdown for Customize. This time, select Quotes and then Page Layout from the menu.
Choose a page layout and click Edit.
In the layout modification section, scroll down the menu on the left side and click on Visualforce Pages.
Click and drag the Section box onto the screen.
Enter Freightview for the section name, change the layout to 1-Column, and click OK.
Back in the layout modification section, you will see RatesAccount. Click and drag this into the new Freightview section that you created.
Click on the small wrench icon in the top right corner of the blue box to edit the Properties.
Change the height to 700, check Show scrollbars, and click OK.
Finally, click Save in the top left corner of the layout modification section.
Now, you should be able to view Freightview rates within your Quote pages.