Standard Quotation

Standard Quotation




To generate Standard Quotation, Follow the steps outlined below:

Step1: Within  the Rate Results page, Simply Click on 'View Details' to access a detailed overview of the rate card.


Step2 : If the rate card meets your expectation, Click on the 'Create a quote' button to generate a quote for the selected rate.



Step3: Thus, you have selected one rate card to add another rate card, Click 'Add to Quote'.




Step 4 : After adding all the rate card, Click 'Provide Quote Details'. Then select 'Standard Quotation' from the available options.



Step 5 : You will be redirected to a new page titled generate quotation. Enter the customer's details. You also have the option to customize fields in the customer details.



Step 6 : Now, you need to enter the details of the quotes such as Expiry date, Incoterms, cargo type, and commodity.



Step 7 : Scroll down to view the details of the rate card. Here you can view the total freight cost and Click the arrow to expand the rate cards.



Step 8 : You also have the option to add or delete the charges the ratecard and Click the 'Done' button to save the changes. You have the flexibility to include origin custom charges, destination customs charges, and the ability to add a custom leg to the quote.




Step 9 : Additionally, you have the option to edit the Remarks and Inclusions. You can also add a Custom field.



Step 10 : An added functionality within the standard quotation is the ability to transfer any uncommon charges into the common charges category. Thereby making them applicable to both rate cards. Here, you can view the common charges associated with both the rate cards. Select a  particular charge and click on the move to common section icon.




Step 11 : In the new pop up, Review the charge, Click on the 'Proceed Button' to finalize moving the charge.



Step 12 : The charge previously itemized on the rate card has now been moved into the common charges. And you can also add or delete the charges in the common charges category.




Step 13 : Please tick the checkbox if you would like to include Schedule, Charges with zero and Customs in the PDF as well as if you intend to send a notification to the customer and to conceal the carrier's name in the quote PDF.




Step 14 : After entering all the details, Click 'Generate Quotation'.



Step 15: The quote has been successfully created. Now, click on the download PDF button in the modal.


Step 16 : Our standard quotation provides a clear display of the freight total with all common charges outlined separately for easy reference.



We trust that this help document has been beneficial. If you have any questions, please don't hesitate to reach out to our Customer Success team.