Quote Request to Booked
Use this walkthrough for the daily quote flow: receive the email, claim it, quote it, send it, then move awarded work to Pending Dispatch.
Fast Path
Email Arrives
Customer emails quote.desk@prdlax.com, or an employee BCCs Quote Desk when the request came to their own email.
- Open Inbox.
- Confirm the sync pill is current.
- Select the newest quote request.
Selected email
Hello Pride Team, Please quote pickup today from Los Angeles, CA to El Paso, TX. Need exclusive use, direct delivery.
Create Quote + Claim
This moves the request to My Quote Desk and keeps the full email chain beside the quote entry screen.
- Click Create Quote + Claim.
- Check the email chain on the left.
- Make sure Customer Email(s) includes all outside customer recipients.
Complete the Quote Tabs
The tabs keep the screen short. Work left to right and save as you go.
- Intake: customer, emails, priority, subject.
- Parties: shipper and receiver details.
- Service: mode, equipment, cargo lines.
- Pricing: internal cost, customer quote, quote lines, cargo insurance.
Parties
Service / Cargo
Price and Send
Enter the sell price and customer-facing charge lines. Cargo Insurance prints DECLINED when left at 0.00 unless an insured value is entered.
- Enter Customer Quote.
- Enter charge lines the customer should see.
- Click Send Quote Email.
Pricing
Quoted PA
After the quote is sent, it belongs in Quoted PA while waiting for the customer to award, decline, cancel, or revise the request.
- Watch for the customer reply.
- If they cancel or decline, mark Not Awarded.
- If they award it, open the quote and continue to booking.
| Ref | Customer | Status | Quote | |
|---|---|---|---|---|
| QT-20262806-0000150 | Acme Manufacturing | Quoted PA | $7,850.00 |
Booked - Pending Dispatch
Booked means the customer awarded it. It is not finished yet. It moves to Pending Dispatch so the shipment can be entered in Landstar TMS, LTL, another system, or the main dashboard.
- Click Booked - Pending Dispatch.
- Enter Landstar FB/integration #, LTL/other system #, dispatch owner, and notes.
- Only close as Shipment Created after the dashboard shipment # exists.
Pride Logistics LLCIndependent Landstar Agency