Creating a Quote Request and Tracking Its Status

Created by Freightek Corporation, Modified on Mon, 8 Dec at 11:31 PM by Freightek Corporation

Step 1: Go to Sales → Quotes → Quotes

Step 2: Enter the customer information.

Step 3: Enter the shipment details and volume.

Step 4: Select Request a Quote.

Step 5: Fill in any additional quotation request details and attach supporting files → click Save.

Step 6: Use the chat section to communicate directly within each quote request.

Step 7: Track the status of your quote request as the Pricing Team updates it.

Updated: The rate has been updated, and you can now create the quotation.
Pending: Waiting for update.
Cancel: The request has been cancelled.