Cargobase

A quote request has is an invitation by a Shipper or BCO to submit a quoted service.

Quote Requests

This article explains the steps you need to follow to submit a quote successfully.

Submitting a Quote

Once you submit a quote, you can edit or cancel them.

Editing or Canceling a Quote

You can duplicate a previous quote, instead of repeating all details manually.

Duplicating a Quote on the same Shipment

To expedite the process of submitting a quote, Provider users have the option to utilize the Reuse Recent Quotations feature, allowing them to export a template from a previously submitted…

Reusing a quote from a previous Shipment

If the Shipper edits a Quote Request after you have submitted your quote, Cargobase will require you to confirm your quote.

Confirming / Validating a submitted quote

As a Provider, you can decline to participate in a Quote Request if are unable to provide the service.

Declining a Quote Request

When a Provider user has access to multiple teams on Cargobase, the user will need to assign the correct team to quote for the request.

Assigning a Team

It is quite common for a Shipper to modify a Quote Request after it has been created. In such cases, the Provider is required to review the changes and re-validate…

A Shipper changes a request after Quoting

Details on how to respond to an incoming quote request

Quoting

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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.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

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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