This article provides a step-by-step walkthrough of how to create and send a quote in drayOS using the Quotes module.
How to Create a Quote
Follow these instructions to create a quote for a customer in drayOS:
Navigate to the Quotes module in the sidebar.
Click + New Quote to begin.
Fill out the required fields, including:
Customer Name
Origin & Destination
Equipment Type
Rate and Notes
Use the available buttons to:
Save as Draft – allows you to edit later before sending
Send Quote – delivers the quote via email to the customer
Once sent, the quote will move to the “Sent” status in your dashboard.
Video Tutorial
Watch the video below for a full walkthrough:
Watch on YouTube
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article