Shipment Mode
Addresses
Customer / Job
Selecting a deal fills the customer name, email, and phone in from that deal's contact, and links this quote to it for reference. Read-only — nothing is ever written back to HubSpot.
This is your true margin on the sell price, not a markup on cost.
Pallets / Crates
Accessorials
Save Quote
Saving creates a permanent quote record with a history entry.
Freight Board
Everything still open — drafts, active quotes, booked and waiting-on-shipment freight. Completed and cancelled items move to Quote History.
| Quote # | Mode | Customer | Route | Total | Status | Ship Date | Created | By | RFP |
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Quote History
Completed and cancelled shipments.
| Quote # | Mode | Customer | Route | Total | Status | Ship Date | Created | By |
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What's New
A running log of updates made to this tool.
Add User
Team
| Name | Role | Sign-in | Status | Actions |
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