[ShipperGuide] How do I create a new quote from an existing one?

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This article covers how to create a new quote by copying details from an existing quote on ShipperGuide. Duplicating a quote saves time when you need to book a similar shipment, since the mode, equipment type, pickup/delivery, additional stops, and accessorials are carried over automatically.

 

How do I copy an existing quote on ShipperGuide?

1. On your left sidebar menu, click Quotes to view the list of existing quotes.

 

 

2. Select the quote you want to copy, click the ⋮ icon on the right side, then click Duplicate Quote:

 

 

3. You'll be directed to the New Quote page with the existing quote's details already filled in, including the mode, equipment type, pickup/delivery, additional stop addresses, and accessorials:

Important: The Pickup Date will default to the same date as the copied quote. Be sure to update this detail if needed.



 

4. If applicable, update the fields with the new quote information, then click Get Quote in the bottom right corner of the screen to return a Loadsmart rate or invite carriers to bid on the new quote:



 

Frequently asked questions FAQ

Q: What details get copied when I duplicate a quote in ShipperGuide?

A: The mode, equipment type, pickup and delivery locations, additional stop addresses, and accessorials are copied. Shipping item details from the original quote also carry over.

 

Q: Can I edit the copied quote before submitting it?

A: Yes. Every field on the New Quote page is editable, so you can update the pickup date, addresses, accessorials, or shipping items before requesting a rate.

 

Q: Will duplicating a quote change or affect the original quote?

A: No. Duplicating creates a brand-new quote. The original quote stays exactly as it was in your Quotes list.

 

Q? Do I need to update the pickup date on the duplicated quote?

A: Yes, in most cases. The pickup date carries over from the original quote, so update it to reflect the new shipment before clicking Get Quote.

 

Q: Can I duplicate a quote that's already booked?

A: Yes. You can duplicate any quote in your Quotes list, including one with a Booked status, to quickly create a new quote with the same shipment details.

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