Free with Profit Tools is a Custom Quote Template. If you would like to further customize the Quote Template please call Profit Tools Technical Support.
If you are creating non-routed brokerage shipments, you can generate a custom rate confirmation sheet through the document window. You can access the document window from inside the shipment or by selecting a shipment on the shipment summary screen and then clicking the document button. This type of rate confirmation is created using Microsoft Word®.
To generate a rate confirmation sheet:
- Select a shipment for which you would like to print a rate confirmation sheet.
- Click the document button.
- Select Rate Confirmation from the custom template drop down menu.
- Select the rate confirmation from the Template drop down menu. This type of rate confirmation will have a file extension of DOC or DOCX.
- Click the OK button in the upper right hand corner of the document window.
Profit Tools will first look to see if Word is open, if not it will open it then open the rate confirmation document that you selected from the drop down box. The rate confirmation will appear in Word populated with the data from your shipment. From inside of Microsoft Word, you can print, fax or email the rate confirmation or click the save button. Please wait for the document to finish populating before performing any print or save function.
This is a free custom template supplied by Profit Tools. Please contact a Profit Tools representative to give you on a quote on creating a custom rate confirmation sheet for you, or to teach you how to create your own.