Spot Quotes

Spot Quotes help teams collect carrier interest, compare bids, and award shipment coverage before dispatch.

When to use spot quotes

Use Spot Quotes when carrier pricing is not final, multiple carriers should bid, or a customer request needs fast market feedback.

Quote workflow

1. Confirm the active team when team controls are shown.
2. Create a spot quote with customer, lane, timing, equipment, and pay details.
3. Invite carriers or collect bids.
4. Review bid amount, carrier details, notes, and timing.
5. Award the best bid.
6. Confirm carrier, driver, dispatch, and document requirements.
7. Continue the shipment workflow as your team normally does.

Tabs and organization

Spot quotes may be grouped as active, completed, lost, or all. Use filters and sorting to find quotes by customer, lane, status, assigned user, or timing.

When teams are enabled, the selected Teams view controls which spot quotes are visible. If an awarded quote or built load is missing, switch Teams to All teams or confirm which team owns the quote.

Required quote details

Pickup and delivery stops need city and state. New expedited quotes may default to Sprinter Van; choose a different equipment type or leave vehicle type blank when that is what should be saved.

Bid review

Consider price, carrier history, availability, service fit, timing, notes, and any customer requirements before awarding. When market intelligence is available, compare bids against lane history, recent rates, and carrier performance context.

Lost quotes

Use Mark as Lost for new, quoting, or quoted opportunities that will not move forward. Record the reason and lost-to-competitor flag when known. Reopen a lost quote to return it to active work.

After award

Confirm that awarded pricing, carrier details, dispatch instructions, and required documents carry into the load workflow. Review the rate confirmation before sending, and make sure tracking expectations are clear before pickup.

Load-board posting

When load-board posting is enabled, posting actions may show provider status and Post, Update, Refresh, or Remove options after a quote becomes an active load. Posting can be blocked until required stop and appointment details are complete.

Common issues

• No carriers invited: confirm the carrier list and contact details.
• Bid not visible: refresh the quote list and check filters.
• Award blocked: confirm the quote is still active and user permissions allow awarding.
• Posting blocked: confirm stop city, state, and appointment windows.
• Price changed after award: update the load before dispatch and keep customer and carrier records aligned.