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Streamlined Rate Quote

One place for all of your rate quote needs

Joe Marris avatar
Written by Joe Marris
Updated over 7 years ago

We’ve simplified our product line-up by combining Rate Quote and Rate Query into one product - Rate Quote. Now there is only one place to come to create a rate quote, and you have the choice of how to download it: PDF or *Excel. 

To create a rate quote go to New -> Rate Quote

You can download directly from the results page after checking the services you would like to include in your rate quote.

After editing your rate quote, you can download as an excel or as a pdf.

* The downloaded excel file is a protected file that can not be edited. All changes must happen on platform before download. 

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