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Learn how broker users can create quotes for their customers and carriers.
As a broker who spot quotes shipments, you may need to create several quotes based on the various carriers you get quotes from. When you create the quotes for your customer, you might want to track which carrier the quote was based on.
Rose Rocket allows you to store historical data. It can provide valuable information like letting you know what you’ve quoted previously, or whether your quotes have been historically accepted or rejected.
Table of Contents
Customer Quotes vs Partner Quotes
A customer quote refers to the quote you are sending to your customer. A partner quote is the quoted amount that you will be paying a carrier.
Click through the interactive video below for a step-by-step guide.
Sharing Quotes
Once your quote is created, you can share it as a public link. The link will update automatically if you make changes to the order after sharing it.
Click through the interactive video below for a step-by-step guide.
To prevent access to the public link, you have the option to disable it. If you want to grant access again, simply generate and share a new link.