How do I copy a quote?

  • Updated


This article will cover creating a new quote by copying details from an existing quote.

To copy a quote:

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

2. Click mceclip0.png > Quote Again next to the quote you want to copy.

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3. You will be directed to the New Quote page with the existing quote’s details copied, 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.

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4. Click "Get quote" to return a Loadsmart rate or invite carriers to bid on the quote.

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