1- Why save a quotation?
To be able to record:
- A loading address
- A delivery address
- A type of merchandise to be transported
- loading/delivery contacts
- Additional options linked to your transport (ex: tailgate, straps etc.)
Beware: Dates/times and prices are not saved
This option allows you, for almost similar transports, to record them only once and to use this model to re-plan this type of transport.
2- How to save a quotation?
In the ‘New load tab, enter the information you want to save then right click on ‘Save’:
Then give your quotation a name so that you can more easily identify it later:
3- Where to find my saved quotations?
A 'My quotations' tab allows you to find all your saved quotations:
Then, you can:
- Rename your quotations
- Edit this quotation
- Publish this quotation
- Delete this quotation
Beware: The 'Publish' button is only available if all information (except dates/times) is filled in.
If this is not the case, you will have to click on 'Edit' to complete the missing fields and then publish your offer, or save this more complete quotation.