Overview
You can create, email and manage customer quotes directly from Greenscreens.ai. Your customers can accept (or reject) your quote from right within their email.
When a customer responds from within a quote email, you'll be automatically notified and your Quotes tab will automatically be updated to show the quote as won. You can also manually update the status of your quotes on the Quotes tab.
Sending a Quote
Greenscreens quotes by default use the Target Sell Rate, which is the rate the AI predicts for your shipping customer. You can edit the Target Sell Rate manually to change the amount of your quote.
Request a rate by entering lane details and clicking Get Rate.
Click Send quote:
Fill in the Send Quote form. A couple of notes:
The system will automatically populate fields where it has the required information.
You can edit the amount of the quote in the Linehaul field.
Quotes that have not been accepted or rejected by the expiration date you set here will auto-expire and the customer may no longer accept or reject them.
Click Send.
Your email client will open, with a draft email including all quote information. You can add any further text or information you'd like to include here.
Send the email.
Copying a Quote
You can copy quote information from Greenscreens and paste it into an email. The links to accept or reject the quote will be included.
Request a rate by entering lane details and clicking Get Rate.
Click the copy icon next to Send quote:
Fill in the Copy Quote form. A couple of notes:
The system will automatically populate fields where it has the required information.
You can edit the amount of the quote in the Linehaul field.
Quotes that have not been accepted or rejected by the expiration date you set here will auto-expire and the customer may no longer accept or reject them.
Click Copy:
The quote information will be copied to your clipboard, along with links for the customer to accept or reject it. You can paste it into an email and send.
Customer Response
When you send a quote, the customer will receive an email with links they can click to accept or reject the quote.
When the customer clicks the accept or reject link, you'll get an email notification. The quote's status will also be updated automatically on the Quotes tab.