Rate Finders

Manage quotation data, create quotation requests, and send quotations to customers via email

1. On the Dashboard screen, select Rate Finder
2. The Rate Finder screen includes:

• 2.1. Switch between different modes

• 2.2. Search and filter data by specific locations

• 2.3. Open the location list popup

• 2.4. Switch between export and import

• 2.5. Switch between different group

• 2.6. Select the number of quotations to be returned

• 2.7. Hide the search panel

• 2.8. Open the quotation form

• 2.9. List of quotation data

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Quotation Workboard

Manage data for quotation requests

1. On the Dashboard screen, select Quotation Workboard
2. The Quotation Workboard screen includes:

• A time-based data filter
• A list of quotations that have been sent to customers

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