How to add an attachment to your quote?

By | August 24th, 2015|

Get into your quote. Click the Info button. Then click on Edit. Click to add an attach and pick your file. Then click Save. Your file will be available each [...]

How to assign your quote to another user?

By | August 24th, 2015|

When you are creating or editing your quote, change the From Person field.

How to apply markups and discounts?

By | August 24th, 2015|

Get to your quote and click on the square that is on the right side of the fee, the subtotal or the total you want to modify. Then you can [...]

How to download your quote as PDF?

By | August 24th, 2015|

Get to your quote and then click on Quote Status and then Secured.

How to filter your quotes?

By | August 24th, 2015|

First, get to your quotes. Then, click on Filters and use the relevant filter. You can download this report to Excel by clicking the Mail button.

How to duplicate or delete individual fees?

By | August 18th, 2015|

When editing your quote, click the square at the right side of each fee and you will be able to duplicate, delete or apply a mark up to that specific [...]

How to see all my quotes?

By | July 29th, 2015|

Click on the Quoting > Quotes > My quotes menu

How do I add more Load Units?

By | July 29th, 2015|

Enter item dimensions and weight Click on Add Load Units and load as many items as you need