Ocean & Air

Ocean Export – Rate Quote List

Ocean export rate quotes — create, track and convert.

Rate Quote Management lists every ocean export quotation with totals for Total, Active, Expired and Conversion Rate, an AI insight, and a card per quote showing lane, customer, validity, carrier and container type.

Open in Info-X

The screen

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What each number means

  1. 1
    Rate Quote Management

    Page title and description.

  2. 2
    Export Shipment

    Jumps to the related list.

  3. 3
    New Rate Quote

    Creates a new record.

  4. 4
    List / grid view

    Switch between list and card layout.

  5. 5
    Total Quotes — 370

    All quotes (+8% from last month).

  6. 6
    Active — 16

    Valid quotes ready to convert to a booking.

  7. 7
    Expired — 325

    Quotes past validity that need renewal.

  8. 8
    Conversion Rate — 0%

    Share of quotes converted to bookings.

  9. 9
    AI Insight

    AI tip based on your quotes, e.g. which ones to follow up.

  10. 10
    View Details

    Opens the full AI analysis.

  11. 11
    Search

    Search by quote ID, customer, POL or POD.

  12. 12
    All / Active / Expired

    Quick status filter.

  13. 13
    More Filters

    Extra filters such as date, carrier and salesperson.

  14. 14
    Sort

    Most Recent, Expiry Date or Customer Name; the arrow flips the order.

  15. 15
    Showing 10 of 371 quotes

    Number of records shown versus total.

  16. 16
    Deleted Quotes

    Toggle to show deleted quotes.

  17. 17
    Quote no. — RQE100372

    Click to open; the link icon copies a share link.

  18. 18
    Active · ACCEPTED

    Validity status and customer response.

  19. 19
    Lane

    NEW YORK, NY → LIVERPOOL.

  20. 20
    PORT TO PORT

    Move type of the quote.

  21. 21
    Customer

    SIGMA CORPORATION-TEST CITY, with contact email.

  22. 22
    Valid from

    03 Nov 2026.

  23. 23
    Valid until

    03 Dec 2026.

  24. 24
    Quoted by

    CHRIS.

  25. 25
    Container type

    40 HC.

  26. 26
    Carrier

    ONE.

  27. 27
    Created by / on

    CHRIS · 03 Nov 2026.

  28. 28
    Actions

    Print, email, upload, document, copy and delete.

Hover a number to highlight its explanation. Click the screenshot to zoom.

Key areas

1

Header buttons

Export Shipment opens the shipment list; New Rate Quote creates a quotation. List / grid toggle changes the layout.

2

KPI tiles

Total Quotes, Active (ready to convert), Expired (needs renewal) and Conversion Rate.

3

Quote cards

Quote no. (e.g. RQE100372), status, lane, customer, valid from/until, carrier, container type and quick actions (print, email, upload, copy, delete).

How to use it

  1. 1Open it from the left menu.
  2. 2Use the search box or the All / Active / Expired chips to find a quote.
  3. 3Use More / Advanced Filters and Most Recent to narrow and sort.
  4. 4Click the reference number or Open to see the full record.

Tips

  • Turn on Deleted Quotes to see removed quotations.