Business Development
Get a Quotation Reference Number

4min
Introduction
In this guide, you will learn a quick and efficient way to generate Quotation Reference numbers that can be easily copied and used for email communication.
This process enables efficient communication with clients and service providers, especially during fast-paced shipment operations.
Conditions
 You need to provide the system with basic shipment information e.g (type of operation, type of transport, Incoterm)
The client must exist in the database as a prospective or existing client.
To learn how to register a lead, click here ﻿
Guided steps
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What I learned
1
Recently created quotations fall in the "New Requests" grid with their respective Quotation Reference numbers.
2
If a quotation has more than one mode of transport, the "mode" field can be left blank or filled in with either of the modes.
3
By right-clicking on the quotation you can copy the Quotation Reference number from the context menu.
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Modify Quotation Info