New Quote Scenario
Start with the prospect, then layer in the lanes, volume, and discounts you want to model.
What you’ll set up
A scenario captures everything needed to show a prospect their savings. You’ll provide:
✓Prospect name — the company you’re quoting
✓Notes — optional context for this scenario
✓Lanes — origin & destination pairs to model
✓Volume — sample shipments or an imported carrier invoice
✓Discount cap — the maximum discount you’re authorized to offer
Prospect details
Give the scenario a prospect name (required) and add any optional notes.
Once created, you’ll add lanes and shipment lines, then generate the savings comparison.