Acco Terramar Quote Builder
Welcome
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Recent quotes
Recent client profiles
Upcoming follow-ups
| Quote # | Client | Agent | Mode | Total | Updated | Owner | Actions |
|---|
Shipment mode
Ocean
Air
Inland
If checked, the quote will display a HAZMAT cargo notice.
Insurance:
If left unanswered, the quote will show "Insurance Not Included".
Quote details
Client & route
Ocean service
Equipment / Container type
Services & rates
| Service | Rate | Qty | Total | Payable? |
|---|
GRAND TOTAL (USD)$0.00
Observations (prints on quote)
Internal info
These fields are for your team only — they never appear on the quote sent to the customer.
| Company | Primary contact | Phone | Location | Owner | Actions |
|---|
Client / Company profile
This is the master record. When this profile is selected on a quote, the info is copied — edits made on a quote stay on that quote and never overwrite this profile.
Primary contact
Address
Standard charges
Saved per shipment mode. When this client is selected on a new quote (or the quote's mode is changed), these charges are automatically copied onto the quote. Edits on a quote stay on that quote — the master here is never overwritten.
Ocean FCL
Ocean LCL
Air
Inland
| Service | Rate | Qty |
|---|
Notes (internal)
Tracked quotes
| Quote ID | Date Req. | Date Sent | Customer / Company | Quoted Service | Amount | Salesperson | Status | Follow-up | Next Action | Days Out | Days Await | Feedback | Actions |
|---|
Auto-calculated columns: Next Action = Date Sent + 7 days, Days Out = today − Date Sent, Days Await = today − Date Requested (when Date Sent is empty).
Quotes by salesperson
Quotes by service
Employees
Users are managed by Microsoft 365 — anyone with an @accoterramar.com account can sign in and they'll appear here automatically. Use the Edit role action to set someone as Agent or Admin.
| Name | Role |
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