How to work with the "Smart Quotes" app and create a quote

Eugene Puzyrev
22 steps
51 seconds

Goinhive

General

To start creating a new quote, open the "side menu" and choose the "Quotes" menu item.

Choose the "Smart Quote" tab.

Choose the type of quote.

The "Airfreight Quote" field does not include any trucking options. This means you are unable to schedule shipment delivery from the selected pickup location/ZIP code to the destination airport.

Choose the "Type of Shipper".\ ***Changing the "Type of Shipper" field will not affect any quote calculations.***

The "Type of Shipper" will be reflected in the output PDF document (quote).

Click on the "Create Quote" button to display required fields.

Click on the "Reset" button to restore default values.

Fill out the form

Enter the ZIP code in the "Pickup Zipcode" field and select the address.

To select the airport of departure, type the specific information related to this airport (IATA code, address, ZIP code, etc.) in the "Airport of Departure" field (**US airports only**).

Use "Airport Map" to choose the desired airport of departure.

Use filters to adjust the visibility of the desired airports.

Example of "Airport Map" functionality.

To select the airport of destination, type the specific information related to this airport (IATA code, address, ZIP code, etc.) in the "Airport of Destination" field.

Fill out the quantity, dimensions, and weight of each piece.

If you prefer not to change measurement units every time you create a new quote, you can refer to [this guide](https://scribehow.com/shared/How_to_set_measurement_units_for_the_Smart_Quotes_app_and_an_output_PDF_document_quote__7q5Hp0d7Qdajdi6pGM7NpA).

Example of the fill-out process.

Creating a quote with/without "Inquirer" information

Click on the "Create Quote" button.

In case you would like to proceed without "Inquirer" information/details, click on "Yes"; otherwise, click on "No".

If you would like to proceed with "Inquirer" information/details, click on the "Quote Created For" button and fill out the required fields. This option is used only for analytical purposes, and information about the "Inquirer" will not displayed in the output PDF document (quote).

Click on the "Save" button if you would like to create the quote for an existing "Inquirer".

Click on the "Save as New" button if you would like to create the quote for a new "Inquirer".

All created "Inquirers" are available on the "Quotes Inquirer" tab.

Working with created quote

After creating a quote, you will be redirected to the "Update Quick Quote" screen. The form consists of two sections: the "Update Quick Quote" and the "Quick Quote Output" section. - The "Update Quick Quote" section allows you to manage/adjust quote parameters if you need to recalculate the quote. - The "Quick Quote Output" section allows you to select air freight rates and manage/adjust any additional costs.

"Update Quick Quote" section

Click on the "Shipment Details" button to [manage/adjust quotation parameters](https://scribehow.com/viewer/How_to_work_with_the_Smart_Quotes_app_and_create_a_quote__xtUshOolTAexIVpH4fWRBg?scrollToActionId=20fe2683).

Click on the "Recalculate" button to get actual air freight rates.

"Quick Quote Output" section

Under the "Quick Quote Output" section, you can find the list of proposals. To see/hide detailed information, click on the "View More"/"View Less" button.

To manage or adjust quote costs, first select the trucking option. If you don't need trucking, select the "No Trucking" option.

Use "Airfreight Quote" if you don't require the pickup location (ZIP code) and trucking option.

After choosing the trucking option, a list of controls will be available to help you manage the quote.

Print quote with option "Show Airline"

There are three options to display carrier/airline in the output PDF document (quote).

Choose "Yes" if you want to print the carrier/airline that is coming from the quote.

Choose "No" if you don't want to print the carrier/airline.

Choose "Manual" if you want to print for a carrier/airline other than the one specified in the quote.

Share quote with option "Show Airline"

To share the quote, click on the "Share" button. Specify an email address and choose the desired "Show Airline" option. See [this section](https://scribehow.com/viewer/How_to_work_with_the_Smart_Quotes_app_and_create_a_quote__xtUshOolTAexIVpH4fWRBg?scrollToActionId=19300ac7) to manage the visibility of the carrier/airline in the output PDF document (quote).

To print a combined quote, select two different quotes by clicking on the "Add to combined quote" checkbox, then click on the "Print Combined Quote" button.

Click on the "Edit" button to edit or display a detailed charge breakdown.\ Each quote has three sections of charges: 1. Air Freight charges; 2. Inland Freight charges (if applicable); 3. Surcharges; - general (the freight forward administrator of your company defines these surcharges); - user-defined, i.e., you can add/delete your extra surcharges.

Click on the "Add Surcharge" button to add an additional surcharge.

Click on the "Trash" icon to delete the defined surcharge.

Click on the "Save" button to save the quote in the system. All saved quotes are available on the "My Quotes" tab.

Click on the "Confirm" button to send the quote for the agent's review.