Another customer request was delivered. Saving a quote creates an easy way for one user to quote a load & select a carrier; then, another user can come in and complete the process once the order is ready or sold. All you’ll need is a reference number.
After you run a quote and get to the Rates page, select the Star next to the carrier rate/service level you want to save.
From here, enter a reference, order, or PO number in order to catalog the rate onto the Saved queue.
Click Save, and your rate will be moved to the Saved Quotes queue located on the In Process list.
- From here, you can see a complete list of your saved quotes and search by the reference number that was assigned.
- When you select your saved quote, it will take you to the booking page with the carrier that was pre-selected. Complete filling out your BOL and schedule accordingly.
- We will keep your saved quotes for up to 90 days. Once your shipment is booked, it will fall out of your saved quotes queue and onto your Shipment List.
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