Adding Rate Request Templates

Our rate request templates simplify the process of requesting pricing information from suppliers or partners. These pre-designed email formats are tailored for various types of rate inquiries, such as air or sea freight bookings, trucking services, or specialized cargo handling. By using these templates, users can efficiently communicate their requirements, ensuring clarity and consistency in their requests.

Editing Rate Request Templates

1. Click on the Settings menu in the sidebar navigation.

2. Within the settings menu, locate and select Email Settings->Email Templates.

3. Choose Template to Edit: Review the list of available email templates, including Request Air Booking Rates, Request Sea FCL Booking Rates, Request Sea LCL Booking Rates, Request Sea RORO/Break Bulk Booking Rates, SEA FCL TESTING, or Trucker Rate Request.

4. Choose button.

5. It will prompt to a Edit-Mail Template window.

6. Insert the desired terms and conditions into the body of the email.

7. After entering the terms and conditions, click Update button.

Cloning Rate Request Templates

1. Click on the Settings menu in the sidebar navigation.

2. Within the settings menu, locate and select Email Settings->Email Templates.

3. Choose Template to Clone: Review the list of available email templates, including Request Air Booking Rates, Request Sea FCL Booking Rates, Request Sea LCL Booking Rates, Request Sea RORO/Break Bulk Booking Rates, SEA FCL TESTING, or Trucker Rate Request.

4. Choosebutton.

5. It will prompt to a Create-Mail Template window.

6. Insert the desired terms and conditions into the body of the email.

7. After entering the terms and conditions, Click Save button.