An RFP file set for many shipments — Excel, CSV, PDF, .docx, .msg.
Type the lanes a customer asked you to price — one or a few.
Describe the lanes in plain English; we read them out and ask for what is missing.
Projects is the first item under Workspace in the sidebar — every client you quote for lives here.
The amber banner tells you when a project is waiting for your approval.
Five counters: projects, total runs, awaiting approval, golden ready and quote requests.
Comments clients leave on share links — how many are open and how many need changes. Open the latest or view all.
Search by client name, or filter the list by status.
Each project shows where it stands — Needs your input, Ready to rate, Rated · add margin or Deliverable ready.
Hover a project to open it with the arrow, or remove it with the bin icon.
See how many projects you're viewing, change how many show per page, and move between pages.
Click New Project to start quoting for a client.
Upload an RFP file set, type a few lanes into a form, or describe them in plain English in a chat.
Give the project the customer's name so you can find it in the list.
Add individual files or a whole folder — Excel, CSV, PDF, .docx or .msg. You can also add them later.
Save the project for later, or Create & Run to create it and start the run straight away.
Every client project, its proposals and where each one stands — and a new quote is one click away.
Track where each project stands, and start the next one from an RFP, a form or a chat.