Quote Creation & Distribution
Fast quote generation - gets proposals to customers while they're still actively shopping. Enter collection and delivery addresses, describe the load, set your price, and generate a professional quote in minutes—not hours.
Professional PDF generation - presents your business in the best light. Every quote includes your logo, company details, route information, itemized pricing, and terms and conditions. The system automatically generates a polished, branded PDF you'd be proud to send to any customer.
Email distribution with approval links - makes responding effortless for customers. When you email a quote, the system includes "Approve" and "Reject" buttons that link directly to a secure response portal. No phone calls, no printing and signing, no delays.
Business Impact: Faster quote turnaround wins more business. Professional presentation differentiates you from competitors still sending handwritten estimates.
Customer Response Portal
Secure online approval - eliminates phone tag and paperwork delays. Customers receive an email with secure token-based links (no login required) that take them directly to a response page showing all quote details. They review, confirm, and submit their decision -all in less than a minute.
Automatic status updates - keep you informed in real time. The moment a customer approves or rejects a quote, the status updates in your system. You can start planning the job immediately instead of waiting for a callback or signed document.
48-hour response tokens - with built-in security prevent unauthorized access while giving customers a reasonable decision window. The system tracks access attempts and automatically expires old links to protect quote information.
Business Impact: Dramatically reduced quote-to-decision cycles. Customers appreciate the convenience, you appreciate the speed, and everyone saves time on administrative follow-up.
Quote-to-Job Promotion
One-click conversion - transforms approved quotes into executable jobs instantly. All customer information, route details, load descriptions, pricing, and timing transfer automatically to the new job record—ready for scheduling and assignment.
Complete traceability - maintains the connection between quotes and jobs. Every job displays its source quote reference, and every quote shows if it's been promoted. You can trace the complete journey from initial estimate through execution to final invoice.
Zero data re-entry - eliminates transcription errors and saves time. When a customer approves a quote, your team doesn't retype addresses or pricing—they just promote and schedule.
Business Impact: Seamless workflow transition, reduced errors, faster job startup, and complete audit trail for pricing and terms.