How to Seamlessly Manage Quote Requests and Shipments on Planimatik

Receiving a quote request

• Once a shipper invites you to quote for a load, you'll receive an email notification.
• This email contains basic load information like pick-up and delivery details, weight, and truck requirements.

Viewing load details and quoting

• Click on "See Load Details" to access comprehensive information about the shipment.
• Utilize the "Chat with Shipper" button for any clarifications before quoting.
• When ready, hit "Quote" to submit your offer.

Confirmation and additional information

• Upon selection by the shipper, you'll receive another email notification.
• Confirm all load details and add essential information like liability insurance, W9, or DOT/MC numbers.
• Quickly sign the Rate Confirmation within the platform to secure the load promptly.

Managing the shipment

• Throughout the process, keep the shipper updated by using the "Notify Position" button.
• If there are any additional fees incurred during the shipment, utilize the "Add Additional Fees" button to inform the shipper.
• Easily upload Bills of Lading (BOLs) and Proof of Deliveries (PODs) to streamline documentation and ensure smooth transactions.

Post-delivery tasks

• Once the load is delivered, upload the invoice effortlessly within the platform.
• Download all necessary documents with a single click, streamlining your administrative tasks.

Request for proposal (RFP) notifications

• Quote invitation: When a shipper sends out a Request for Proposal (RFP), you will receive a notification inviting you to quote for the load.
• Position notification: Upon acceptance, you will receive a notification informing your position, whether you are in the first position or designated as a backup.

Performance rating

• After the load has been successfully delivered, shippers have the opportunity to rate your performance.
• This feedback mechanism allows them to easily recognize your exceptional service, paving the way for future collaborations and opportunities.
• Consistently delivering excellence will not only enhance your reputation but also foster long-term partnerships.

By following these steps, you'll ensure a smooth and efficient experience for both you and the Shipper. If you have any further questions or require assistance, our support team is here to help. Happy shipping!