How to Quote
Introduction
Customers or shippers typically provide essential information that includes details such as the pickup location, destination, weight of the shipment, and the type of product being transported. In situations like these, it is crucial for us to respond with a quote to the shipper as swiftly as possible in order to secure the business opportunity.
This guide aims to outline the step-by-step process for effectively sending a quote to a customer or shipper, ensuring clarity and efficiency in our communication.
Steps to Create and Send a Quote
1. Open the Vooma Plugin
Begin by launching the Vooma plugin within your application.
2. Create a Quote
Click on the 'Create Quote' button to initiate the quoting process.
3. Review Quote Details
Once the quote is generated, navigate to the quote's details section to review the information provided.
4. Edit Quote Information
If necessary, make any edits to the quote details to ensure accuracy and relevance.
5. Draft a Reply
After finalizing the quote, click on 'Create reply draft' to prepare your response to the customer.
6. Finalize and Send the Quote
Make any additional edits to the reply draft as needed, and then send the quote to the customer.
By following these steps, you can efficiently create and send quotes using the Vooma plugin, ensuring a professional interaction with your customers.