To send the rate confirmation to a carrier
Build the Load: Ensure the load details are complete and ready to be sent.
Click 'Tender': Locate the 'Tender' button in the management ribbon.
Generate the Rate Confirmation:
Click the 'Generate' drop-down menu.
Select 'Carrier Rate Confirmation' from the options.
Email the Carrier: Once generated, you can email the rate confirmation to the carrier.
What Happens Next:
The carrier will receive a link to either accept or reject the rate confirmation.
They can provide the driver details, which will be automatically assigned to the load.
Once signed, both the carrier and broker will receive an email copy of the signed rate confirmation for their records.
This ensures a smooth and efficient process for confirming rates and finalizing driver details.
💡 Note: The carrier rate confirmation expires within 48 hours of it being sent.
To send the preliminary rate confirmation to a carrier:
Build the Load: Ensure the load details are complete and ready to be sent.
Click 'Tender': Locate the 'Tender' button in the management ribbon.
Generate the Rate Confirmation:
Click the 'Generate' drop-down menu.
Select 'Preliminary Carrier Rate Confirmation' from the options.
Email the Carrier: Once generated, you can email the rate confirmation to the carrier.
What Happens Next:
The carrier will receive a link to either accept or reject the preliminary rate confirmation.
Selective Data Sharing: The preliminary document only shows essential details like the lane (city, state), rate, equipment type, and commodity. All sensitive information (full addresses, exact times, etc.) is hidden.
Automated Workflow: Once the preliminary document is signed, the system automatically generates and sends the full version without any manual action required.
💡 Note: The carrier rate confirmation expires within 48 hours of it being sent.