How to Submit a Quotation to a Shipping Company

Learn the step-by-step process of submitting a quotation to a shipping company, including setting terms, conditions, and discounts.

October 24, 2024 By Leo

In this guide, we'll learn how to submit a quotation to a shipping company using a structured process. We'll navigate through the Cases tab to select the relevant case and access the quotation. We'll explore how to customize terms and conditions, set offer validity, and specify payment details. Additionally, we'll cover how to categorize and add items, apply discounts, and review the offer before submission. This step-by-step approach ensures a comprehensive and accurate quotation submission.

Let's get started

We will now learn how to submit a quotation to a shipping company. First, go to the Cases tab. Select the case to which you want to send the quotation. Within that case, you will find a line for your quotation.

Step #1: Click on "Cases" — Click on "Cases"

Step #2: Find the corresponding case to which you would like to submit a quotation. — Find the corresponding case to which you would like to submit a quotation.

Click the line or the "View Quotation" button to start creating a quotation for the shipping company.

Step #4: This is now your Quotation Creation screen. You can start building your quotation through this page. — This is now your Quotation Creation screen. You can start building your quotation through this page.

By clicking on Terms and Conditions, we can enter our own terms and conditions for our quotation offering.

Step #5: Click on "Terms & Conditions" — Click on "Terms & Conditions"

For example, these are the terms and conditions for this quotation.

Step #6: Click on "✓ Save Terms & Conditions" — Click on "✓ Save Terms & Conditions"

Click "Save." Next, select the offer's validity, for example, up to the 27th. Choose the currency, such as USD. Set the payment due date, for instance, 150 days, and specify the upfront payment, like 40%.

Step #10: Click on "Select a currency" — Click on "Select a currency"

Step #11: Click on "United States Dollar" — Click on "United States Dollar"

Type "usd"

We have three categories: Labor, Parts, and Other.

You can expand these views and add items within each category individually.

To add a new item, click "Add New." Enter the item's description and set the hours to 10.

As an example, we will set the initial price to 100. Apply a 10% discount to the item, then click "Check." mark.

Step #19: Click on "+ Add New" — Click on "+ Add New"

Step #20: Input your description — Input your description

Step #21: Click the "Check" mark. — Click the "Check" mark.

We can continue submitting new items into other categories such as Parts, Description, and Example.

For this example let's say Pieces is 50, the initial price is 5, with an additional 10 discount. Then, we click OK.

Step #22: Click on "+ Add New" — Click on "+ Add New"

Step #23: Input your Part description — Input your Part description

Step #24: Click the "Check" mark to submit your item. — Click the "Check" mark to submit your item.

You can add a category discount, for example, 10%. Additionally, you can apply an overall discount on top of everything else, such as 15%.

Step #25: Click on "% Add Category Discount" — Click on "% Add Category Discount"

Click "Proceed to Offer Overview" to review your offer. Then, submit it to the corresponding shipping company. You have successfully submitted it.

Step #27: Click on "Proceed to Offer Overview" — Click on "Proceed to Offer Overview"

Step #28: Click on "Submit Offer" — Click on "Submit Offer"

Step #29: Finally, submit your quotation by hitting "Yes, Submit Offer" — Finally, submit your quotation by hitting "Yes, Submit Offer"