How to create Quote requests from the Internal team

Step 1: Go to the 'Sales' module , select 'Quotes', then click on '+ Quotes'.

Step 2: Enter customer information.

Step 3: Input transportation details and volume.

Step 4: Select 'Request a quote'.

Step 5: Fill in additional quote request details and attach relevant files, then click 'SAVE'.

Step 6: Engage in direct chat within each quote request for real-time communication.

Step 7: Monitor the status of your quote request after the Pricing team updates it.

• Updated: The price has been updated; you can now create a quote.
• Pending: Awaiting action.
• Cancel: The request has been canceled.