Cargobase

Signing into Cargobase &amp; Navigation

View, Edit, Duplicate or Cancel a Request

Convert a Quick request to a Quote Request (Optional)

Review Quotations &amp; Make a Booking

Review Quotations &amp; Request for Approval (Optional)

Create a Report &amp; View Analytics

1. Introduction

2. Signing into Cargobase &amp; Navigation 

3. Creating a Quote Request

4. View, Edit, Duplicate or Cancel a Request 

5. Save your Request as a Template

6. Convert a Quick request to a Quote Request (Optional)

7. Post a message to the Provider 

8. Review Quotations &amp; Make a Booking 

9. Review Quotations &amp; Request for Approval (Optional) 

10. Track your shipment 

11. Audit an Invoice 

12. Create a Report &amp; View Analytics 

13. End of Training

Follow the steps outlined below to familiarize yourself with using Cargobase as a Quote Requester.

Quote Requester - Training Course

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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