Find out how to create quotes on Dashdoc and turn them into shipments.
Would you like to send your customer a quote before confirming the transport ? Dashdoc's "Quotes" tab allows you to :
🖥️ Create and centralize your quotes
📊 Track the progress of your quotes
🚛 Turn your quotes into shipments with one click
Steps to create a quote
Access the "Quotes" tab, then click on "New Quote" at the top right:
Select the client and assign a quote number (automatic numbering available in your settings)
Then add the lines that will make up the quote:
Transport line: fill in all the necessary information from the creation form. Once the quote is accepted, create a shipment from this line with one click.
Quote line: additional price line to add to the quote (unit price, quantity, billing product)
Text line: insert free text that will appear at the end of the quote
📩 Once the different lines are added, you can download the quote and manually send it to your client.
Modification and customization of quotes
Quotes can have 3 statuses: "Created, Accepted, Rejected", always modifiable
The information on the quote can also be modified at any time (quote line, date, numbering, etc.), regardless of its status
Quotes can be duplicated
Sharing the quote
From a quote (or from the list of quotes), you can share your quote with your client in two ways :
Send by email
Click Share > Send by email.
The email is automatically sent to the customer’s billing contacts. You can also enter any other email address manually.
The customer receives the quote as a PDF, directly in their inbox.
Share via link
Click Share > Share via link.
A link is generated: this provides access to a read-only page displaying the PDF of the quote.
No Dashdoc account is required to view this link.
💡 Share multiple quotes at once : from the list of quotes, select several quotes and click on ‘Share’.
Links between quotes and transport
Turn your quotes into transport :
Once the quote has been accepted, turn your transport lines into shipments. To do this, you can either create all the shipments in bulk or create them individually:
Once the shipment is created, Dashdoc indicates that the shipment has been successfully created as shown below:
📍 A transport line on a quote can be turned into a shipment as many times as you wish.
Navigate between your quotes and your shipments :
By clicking on "View created shipments," you will be redirected to the Shipments view. A filter will then be applied to visualize the shipments corresponding to this quote.
The quote number filter is also available to easily find shipments linked to specific quotes.
📍 Note that you can also add the "Quote Number" column in your "Shipments" view and in your customizable exports.
Settings
In your Dashdoc settings > Quote configuration, you have the option to set specific numbering and legal mentions in different languages.
