Overview
When you send a quote through Rate Intelligence, the system logs your quotes on the Pricing tab under Quotes. Tracking your quotes on the Quotes tab can show you which quoting strategies are working, and which team members are winning the most quotes.
On the Quotes tab, you can:
View a list of all your current and past quotes
Filter your view by user, customer, lane, broker, or date range
View win/loss statistics that update automatically
You can find the Quotes tab under Pricing in the top navigation bar. If you enable Win/Loss Analytics, you'll also find your quote analytics here.
Filters
You can filter Quotes using the fields along the top of the page.
Filters include:
Customer, location, and broker
Date range (top right)
Tracking Quote Numbers
Your total won, lost, and expired quotes for the selected time period are noted right beneath the page filters.
Quote Status
Quote status updates automatically when a customer responds through the links in a Rates Intelligence quote email.
When you send a quote, it will appear as Sent on the Quotes tab. When customer accepts or rejects a quote using the links included in the quote email, its will automatically be updated to Won or Lost. If the expiration date passes with no response, the quote will be set to Expired
If the customer responds, but not through the email links, you can edit the quote status manually.
Click the three-dot menu in line with the quote.
Select a new status.
Exporting Quote Data
You can export your quote data for the selected date range by clicking Export Quote data as XLSX.
Sales Analytics
The Quotes tab can give you a general idea of your quoting success, but if you want a closer look, check out Sales Analytics. It offers win/loss quote analysis, up-to-the-minute margin information, and a high-level view of your pricing activity. To inquire about Sales Analytics, contact your Customer Success Manager or schedule a demo.