Quotations
Module: Quotes · For: Carrier users · Page address: /carrier-portal/quotes/all
How to get there
Section titled “How to get there”Quotes → Quotations
Who can use this page
Section titled “Who can use this page”Needs: View permission on the Quotes module.
| Seat | Can open it |
|---|---|
| Owner / Admin | Yes |
| Manager | Yes |
| User | Yes |
Actions on this page and the permission each needs
Section titled “Actions on this page and the permission each needs”| Action | Permission | Notes |
|---|---|---|
| Create Quote | Create on Quotes | Manage also grants it |
| Export 5 rows to CSV | Export on Quotes | Manage also grants it |
What you see
Section titled “What you see”- All quotes
Table columns
Section titled “Table columns”Quote # · Customer · Route · Mode · Amount · Status · Priority · Pickup Date
Tab: First page
Tab: Previous page
Tab: Page 1
Tab: Next page
Tab: Last page 1
What you can do
Section titled “What you can do”- Refresh
- Create Quote
- Filter to Total Quotes
- Filter to Sent
- Filter to Accepted
- Filters
- Export 5 rows to CSV
- Customer
- Mode
- Amount
- Status
- Priority
- Pickup date
- Rows per page — currently 20
Fields
Section titled “Fields”| Field | Required | Type | Example |
|---|---|---|---|
| Status | No | combobox | Any status |
Loading, empty and error states
Section titled “Loading, empty and error states”Dropdown-Status state
Loading state
Popover-Guide state
Rowmenu state
Last updated 2026-10-26