Quote Portal
A built-in digital quoting feature of FTM TMS.
Add FTM Quote Portal to your TMS to streamline freight quoting and win more business. Instead of losing time on manual data entry or chasing emails, prospects can submit shipment quote requests directly through your website. The system captures every detail instantly, creates a structured record in your TMS, and alerts your team in real time, so you can respond faster, improve customer experience, and close more loads.
Step-by-Step Process
When a prospect submits a quote request via your website, FTM’s intelligent system instantly goes to work—capturing the right data, creating structured records, and notifying your team.
Step 1 – Prospect submits form
The portal captures the quote request and instantly creates three records: Account (customer), Contact (person), and Lane Quote (shipment details). The account and contact are only created if they do not already exist in the system, and the lane quote is automatically assigned to the corresponding account and contact. An email notification is sent to agents immediately.
Step 2 – Create Agent Views: Account, Contact, Lane Quote
Agent View: Account
Agents gain instant visibility into the new Account created for the prospect, laying the foundation for future business.
Agent View: Contact
The system logs detailed Contact information, so your team knows exactly who they’re engaging with.
Agent View: Lane Quote
All shipment-related data is structured into a Lane Quote, ready to be reviewed, priced, or converted into a live shipment.
Step 3 – Automated email alert
When a quote is generated, the customer receives an email with the quote details, while the agent simultaneously receives a copy. This ensures the customer gets the information they requested immediately, and the agent stays informed without needing to monitor dashboards or inboxes manually.
Benefits of Quote Portal
- Faster responses – Prospects get immediate acknowledgment while your team stays in the loop.
- Reduced manual work – Records are automatically created and organized for you.
- Improved accuracy – Information is captured directly from the form without data loss.
- Better customer experience – Prospects get a seamless, professional way to request quotes.
Call to Action
Streamline your quoting process and win more business with the FTM Quote Portal.
Get Started with FTM TMS
