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Quotation Management
/// FORMAG_FORWARDING · FREIGHT_PRICING_SYSTEM
New Quotation
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—
Total Quotes
—
Booked
—
Pending
—
Canceled
—
Conversion %
—
Incoming Offer Requests
0
My Queue
Unassigned
Quoted
Booked
Canceled
All
Refresh
Date
From
Company
Email
Route
Transport
Commodity
Notes
Status
Action
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Sales Quotations
0
All
Pending
Booked
Canceled
#
Date
Direction
Client / Contact
Route
Type
Commodity
Buy Rate
Sell Rate
Margin
Validity
Manager
Status
Actions
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Create Quotation
/// NEW_SALES_QUOTE · BUY vs SELL
Fields auto-filled from Offer Request
Contact / Client
Contact Name *
Company
Email
Link to DB Client
— Not linked —
Shipment Details
Incoterms
—
EXW
FOB
CIF
DAP
DDP
CFR
CPT
FCA
Trade Direction
—
Import
Export
Transit
Transport Type
—
FCL
LCL
FTL
LTL
AIR
RailWay
Break Bulk
Project
DG-cargo
Origin (POL)
Destination (POD)
Commodity
Departure Date
Buy Rate vs Sell Rate (Margin)
Buy Rate
0
→
Sell Rate
0
=
Margin
0
%
—
Buy Rate (Agent Cost)
Sell Rate (Client Price)
Currency
USD
EUR
AZN
TRY
GBP
Validity Date
Sales Manager (auto)
Notes / Conditions
Save as
Pending — active quotation
Booked — send to operations
Canceled — closed lost / canceled
Save Quotation
Quotation Timeline
/// AUDIT_TRAIL · SALES_ACTIVITY · STATUS_FLOW
Loading quotation history...
Loading timeline...
Send Quotation Email
/// OUTBOUND_EMAIL · SALES_MANAGER_SENDER_PROFILE
This message will be sent from the assigned sales manager profile when it is active.
Recipient
To *
CC
Subject *
Context
Reference
Sender Manager
Route
Message Intro
Message
The system will append quotation details, validity, pricing, and the manager signature automatically.
Send Quotation Email
Send Request To Agents
/// AGENT_BROADCAST · SALES_MANAGER_SENDER_PROFILE
Selected agents will receive this request from the assigned sales manager sender profile.
Request Context
Reference
Manager
Route
Subject *
Additional CC
Message
Select Agents
Agents are suggested automatically based on transportation type.
Loading agents...
Send To Selected Agents
Update Request
/// REQUEST_QUEUE · EDIT_AND_ASSIGN
Request Snapshot
Request Number
Status
Contact / Client
Full Name *
Company
Email *
Phone / WhatsApp
Link to DB Client
— Not linked —
Cargo Details
Transportation Type *
FCL
LCL
FTL
LTL
Air
Rail
Break Bulk
Project
DG-cargo
Origin (POL)
Destination (POD)
Departure Date
Commodity
Request Notes
Assignment
Assigned Sales Manager
— Shared Queue —
Saving changes will keep this request under your queue ownership.
Save Request Changes