Overview

To reduce the risks associated with informal exchange of critical load details, brokers and carriers can now generate Customer Rate Confirmations, which include all necessary load information to be signed by the customer.

This new feature replaces informal documentation methods, enhancing security and reducing potential disputes. Additionally, we've redesigned the Documents and Tender modals for improved usability.

Generating Tender Documents - Tender Modal

The Tender modal now consists of two tabs: Customer and Carrier (or Driver/Owner Operator).

<aside> ℹ️ Dynamic Tab Headings:

• If the Tender As subsidiary is a Broker, the tab headings will be Customer and Carrier.
• If the Tender As subsidiary is a Carrier, the tab headings will be Customer and Driver/Owner Operator. </aside>

Each tab includes documents based on the intended audience:

1. Customer: Customer Rate Confirmation
2. Carrier or Driver/Owner Operator: Carrier Rate Confirmation, Bill of Lading, Load Manifest

💡 Note: The existing Rate Confirmation has been renamed to Carrier Rate Confirmation

Generating the Customer Rate Confirmation

Users can generate the Customer Rate Confirmation from the Tender modal on the Load Details page. Follow these steps to generate the document: