Creating A Customer Quote

This article outlines how Carrier users can create quotes for their customers.

Rose Rocket allows you to store historical data. It can provide valuable information, such as what you’ve quoted previously or whether your quotes have been historically accepted or rejected.

Table of Contents

How to create quotes in Rose Rocket?

How do I access and customize automatically generated quote documents?

How to create quotes in Rose Rocket?

A customer quote refers to the quote you are sending to your customer.

Click through the interactive demo below for a step-by-step guide.

How do I access and customize automatically generated quote documents?

After you have entered the load details by following the instructions above, click on the Documents tab and follow the interactive guide below to learn how to access quote documents and customize them: