After creating a quote, add additional information, including quote details and pickup/delivery contacts.
This article will cover:
After you have created a quote, click INVITE TO BID.
Add quote details:
Under the QUOTE tab, enter the quote details that will be shared with all invited carriers.
- Required: Bid Deadline - click to update the bid deadline date and time.
- Optional: Notes - Send additional information about the quote to invited carriers.
- Optional: Freight Information - commodity and weight information.
Add facility contacts:
Under the quote's details will be a section to add/select pickup and delivery contacts.
- For existing facilities, select from the contacts list or click Add New Contact.
- If the pickup/delivery is a new facility, click + ADD CONTACT under the pickup/delivery address. A panel will appear to add the facility’s contact information.
Invite carriers to bid:
Under INVITE CARRIERS, search for individual carriers and click Invite to Bid to send a bid invitation.
Or click INVITE ALL CARRIERS to invite your entire carrier network to bid.
To bulk invite carriers to bid on the quote, use Select Carrier Tags drop-down. Please note that the carrier tags must be added to the carrier profile before inviting them to bid. See our article on How does Carrier Filter work? for more information on setting up carrier tags.
Review carriers' rates and notes:
After carriers have submitted their bids, their rates will be available under RATES. You can request a new rate by counter-offering a carrier’s submitted rate for the quote.
Carriers can add notes to their bids you may need to review. If a bid has a note from a carrier, there will be a comment box icon next to their bid rate. Click on the comment box icon to review the note.
Please continue to the if you are tendering the quote to a carrier.
Or if you are booking the quote with Loadsmart’s brokerage.