Contracts are issued with via ports and without via ports. Often, users will want to see rates with no via port listed. We could look to enhance the Location Options to change the meaning of the “Via” toggle. -Former meaning: Add a Via Port restri...
Support the Rate Transit “ Date Range value like 25-30” instead of a fixed date in template. Does this value override the schedules data in QMS? Could we update this column and QMS to allow text and present it to the user like it's uploaded. This ...
General Description: Customers would like to download the quote format in an excel format. With the understanding that the integrity of the quote will be lost, customers would still like the opportunity to do that. Current Behavior: There is no wa...
Bypass the option for Step 2 (Recipient selection) in sending the quote. This is ideal for client who do not use the RMS to send quotation to their customer. So they can just select the Customer and proceed with the quoting process. And they can j...
When adding new charges to a quote there is a much more limited choice of rate basis available to choose from compared to when creating a spot quote or uploading a self-serve contract? Is there any plans to update this so you can have all the opti...
When you edit a quotation, it seems that the customer doesn’t get a notification by mail or at the notification tab. Furthermore the updated quote could be at the top of the quotation list.
When you close manually a quotation, it would be great to add a reason, why the quote was closed. For example, "Tariff was too high", "Customer closed with other FFWW". This permits a further analyze of the quotations at the sales radar.
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Planned
