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Quick Request - Convert to a quote request

A Quick Request needs to be converted into a Quote Request before LSPs can view the details and submit their quote.

Upon submission of a quick request, users in the logistics team receive an email notification about the newly created request. The email contains a link redirecting to the Cargobase platform for the user to view the details and convert the quick request into a quote request.

  1. Search for the Quick Request reference (e.g. QR123456789) via the Universal Search or the Sidebar.

  2. If needed:

    1. Click Shipment Details to review the information entered.

    2. Click Write a comment to share internal notes with teammates.

  3. Go to the top right corner of the quick request screen and click Convert

    image-png-Feb-24-2024-08-39-01-7119-AM .

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What's next?

Upon clicking Convert, you will be brought to the quote request page to edit and confirm the details of the request. Follow the steps of creating a quote request to complete the process.

Creating a quote request from a quick request does not require to click Cargobase Plus [the + icon].

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