After creating your quote, the next step is to send your quote to the network partners so they can submit options.

Now, deciding which network partner(s) to send a quote to can be a struggle for both users who deal with a few network partners and user who are dealing with a large network of partners.

By the end of this article, you will learn how to send a quote to your network partners and how to utilize tags to select the correct network partners for the quote.

Sections within this article:

  1. How to send a quote to your network partner(s)
  2. How to search your network partner
  3. How to utilize tags

How to Send a Quote to your Network Partner(s)

  1. Click the Quotes tab
  2. View the Quote you want to send
  3. Scroll down to the Send Requests section (shown below)

    4. Click the top box to select all partners or click each box for the network partner
        you would like to send the quote request to.

    5. Click SEND

All selected partners will receive an email from requests@emergetms.com prompting the network partner to enter EmergeTMS to submit an option.

How to Search your Network

  1. Click the Quotes tab
  2. View the Quote you want to send
  3. Scroll down to the Send Requests section
  4. Click the Search icon (near #1 shown below) to enter Company Name, Contact Name, or the Contact Email.

How to Filter your Network

  1. Click the Quotes tab
  2. View the Quote you want to send
  3. Scroll down to the Send Requests section
  4. Click the Filter icon or the blue Tag icon to view all available tags
  5. Click each Tag that you want to filter by
  6. Repeat steps 1-5 under 'Hot to Send a Quote to your Network Partners' 

Stop having to manually sort your network partners and quit having to remember which partner runs one of your lanes consistently. Use the search feature and tags to quickly send out quotes like never before.

Related Articles

  1. What are Read Receipts
  2. How to View your Quotes/Tenders/Shipments
  3. How to Edit a Quote/Tender

Feel free to chat an EmergeTMS Support Rep with any questions!

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