Quote Wizard Setup

  • Updated on Aug 11, 2025
  • Published on Oct 16, 2023
  • 9 minute(s) read
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Overview

Quote Wizard

The Quote Wizard Lightning Web Component (LWC) is located in the Customer Portal. There are two child LWCs on the Quote Wizard, the Stop Configuration Portal LWC and the Location Account Name Lookup LWC. 

Customer-created LTL and non-LTL loads follow the same flow through the Quote Wizard LWC.

  1. Configure the load.

  2. Retrieve a list of quotes:

    1. For LTL loads a list of marked-up carrier quotes from stored rate and API Carriers.

    2. For non-LTL loads a single customer quote from a stored rate.

  3. Select one quote from the list.

  4. Complete the load configuration.

  5. Tender the load.

LTL loads have a status of Tendered or Assigned when there is an accepted Customer Quote and an accepted Carrier Quote. For non-LTL loads, the load is in an Unassigned status with an accepted Customer Quote.

LTL API-quoted loads can be tendered in one of two ways:

  • Via an API

  • Via email

Initial Setup

To initially configure the Quote Wizard LWC, a new Standard Page must be created in the Portal. The Name/URL of the page can be anything, but the API Name must be QuoteWizard.

From the Custom Components drag the Quote Wizard onto the page. A new tab is added to the Navigation Menu for the page, as well.

See the Portal Text Configuration page for initial text setup.

If elements in the UI overlap, open the Builder and click the Theme Settings tab. Increase the Max Page Width with the slider.

Customer Community Plus license users do not by default have the ability to see all Contacts associated with an Account. To enable users to see Contacts, enable the following setting.

  1. Navigate to Setup.

  2. Search for Feature Settings and select Digital Experiences.

  3. Click the Settings link. Find the Role and User Settings section.

  4. Check the Allow users to see contacts that have not been enabled for partner or customer accounts box.

Mode Selection Page

On the mode selection page, users select a mode for new loads.

For configuration.

  1. Modes that have Customer Portal Selection checked will be available for selection.

  2. A custom image can be used for each mode by completing the following steps.

    1. Uploading an image into a publicly accessible document directory.

    2. Populating the mode Customer Portal Icon field with the Salesforce 18-character ID of the image.

    3. Note the image is designed for the following dimensions: width: 109 px, height: 50 px.

  3. The Mode’s description is set by populating the Mode Customer Portal Description field.

Load Entry Page

From the load entry page, users can enter load, stop, and line item details. Then, they can either get quotes or save the load. Additionally, if an insurance API is enabled, users can select Show Cargo Insurance Options to see the insurance options on their quotes.

When creating Loads in the Quote Wizard, the currency picklist is set by the Load currency field.

  • In single currency organizations, the value is the currency of the organization.

  • In multi-currency organizations, the value is set by the Customer account record.

For configuration:

  1. Excluding Mode and Customer, additional fields can be added to this section using Load field set TMS10 (mode-specific field sets supported).

    1. The Equipment Type field respects the Mode selected by the User in the Portal. The Equipment Type field may be edited to other supported Equipment Type values.

  2. Country Filtering options for each stop.

  3. Additional stop fields can be added to the stop sections using Stop field set TMS4 (mode-specific field sets supported).

  4. Configure Limited Access Accessorial charges for each Stop location. When Checked, a picklist renders with all Limited Access Accessorial charges.

  5. From TMS Admin → Accessorials, Load and Stop accessorial charges can be enabled for the Portal by checking the Customer Portal Selection field.

  6. Additional Line Item fields can be added to the line item sections using Line Item field set TMS6 (mode-specific field sets supported).

  7. The Cargo Insurance Option picklist field on the customer’s Transportation Profile:

    1. If blank or “Hide,” Show Cargo Insurance Options is not visible with the two links.

    2. If “Opt In,” Show Cargo Insurance Options is checked by default.

    3. If “Opt Out,” Show Cargo Insurance Options is unchecked by default.

Stop Configuration

Quote Wizard users are presented with a 1 Pickup and 1 Delivery route. Additional Stop locations may be added with the + down arrow button below each Stop.

Select Add Pickup or Add Delivery to include additional Stops of that type. The Quote Wizard supports creating a Load with the same Account location for multiple Stops.

The first Stop location can not be a Delivery type. The last Stop location can not be a Pickup type.

Re-order Stops in the route with the Up/Down arrow button.

A modal opens and displays the Stop locations. Use the arrow buttons to move Stop locations up and down in the route.

When Stop locations are properly routed click Done.

LTL Loads created in the Quote Wizard only support 1 Pickup and 1 Delivery route configurations.

Country Filtering

Two fields may be configured in TMS Admin → Configuration → Global Settings for finer control of account searching. Check the Country Picklist Location box to place the Country picklist first in the list of fields.

The Default Country for Load Creation picklist contains 4 options to control account searching when creating Loads.

  • -- None --

  • US

  • CA

  • MX

Selecting -- None -- applies no country filtering to account searching and results are not limited. Choose a country from the picklist to limit customer search results to the selected country.

Requesting Faster Transit Time

The Request Faster Transit feature allows Customer Portal users to request expedited transit time when the Carrier's published delivery timeline does not meet their requirements. This eliminates the need to rely on email communication with their customer support representative. The requests are logged on the Load records and may be used in record-triggered Flows and list views for more efficient management of each request.

When the Customer Portal user clicks Request Faster Transit, a modal to enter Requested Delivery Date, Requested Delivery Time, and Comments fields. These fields are available on the Load record trigger email notifications and available in list views.

The Request Faster Transit button is only available for LTL Modes. (LTL must be Checked.)

Quote Selection Page

On the Quote Selection page, users can select an LTL or non-LTL quote, refresh quotes, return to the Load Entry page, and/or filter LTL quotes. Additionally, if API cargo insurance was requested, the user can include or exclude the insurance and see the price difference.

By default, quotes appear to the user with the overall marked-up total. Navigate to each required portal user record and Check the Show Itemized Charges in Portal field. The user is presented a breakdown of freight, fuel, and accessorial charges applicable to the Load for each Carrier.

LTL Load quotes are displayed below.

Non-LTL Load quotes are displayed below.

Configure the following options to control what Portal users view for each quote.

  1. A custom image may be added for each Carrier Service.

    1. Upload an image into a publicly accessible document directory.

    2. Populate the Carrier Service Logo Document Id field with the Salesforce 18-character ID of the image.

    3. Note the image is designed for the following dimensions: width: 109 px, height: 50 px.

  2. Prevent some Carrier quotes from displaying to Customer Portal users based on the Carrier Quote Direct/Interline field. Navigate to the Transportation Profile for each customer and select the Portal tab. Choose the appropriate values in the Portal Quote Direct/Interline Filter field to prevent the Portal user from viewing those Carrier quotes.

    1. This filtering applies to Carrier quotes that have an associated Carrier Mark Up and those that do not.

    2. Carrier quotes that are hidden from the Portal user are available in the TMS. These quotes have the Filtered from Portal field set to Checked.

      1. From the Freight Quote Assistant, Uncheck the Filtered from Portal field and Save the quote. The Portal user is presented the Carrier quote the next time they perform the Get Quotes action in the Portal.

    3. If no Carrier quotes are available to the user, the Threshold Surpassed Message is presented with the opportunity to add additional Load information.

  3. The Carrier Service Service Notes fields provides additional information about the Carrier Service.

  4. Additional Carrier Quotes fields are added using Carrier Quote field set TMS6 (mode-specific field sets are supported).

  5. Reseller markups are used by populating the Reseller Markup Group field with a Carrier Markup Group on each customer Transportation Profile or the global Transportation Profile (see Carrier Markup Groups).

  6. The LTL Quote Refresh field is populated on the customer’s Transportation Profile and prevents selecting old quotes.

  7. The Customer Portal Tender Options picklist field on each portal user record controls selections of LTL quotes.

    1. If blank or Any Quotes, the user selects any quote with no other input.

    2. If Any Quote With Reason, the user selects any quote, but a reason is required* if the quote is not the lowest cost.

    3. If Lowest Quote Only, the user is only allowed to select the lowest cost quote.
      *Reasons for selecting a quote are managed and stored in the Selection Reason field on the Carrier Quote.

  8. For LTL loads, a portal customer can click the Request Faster Transit button if the transit times on the quotes provided are not fast enough. A dialog box opens and allows the user to enter a date, a time, and comments. Internal users must handle these special requests. Portal user inputs are saved to the Load record. Workflows, triggers, or special list views help manage these Faster Transit Requests.

The Customer Portal Quote Visibility picklist field on each portal user record limits LTL quote visibility as described below. Navigate to the user record to control which quotes a portal user may view.

  1. If —None—, the user sees all quotes.

  2. If Lowest Quote Only, the user is only able to see the lowest cost quotes.

  3. If Fastest Transit Only, the user is only able to see quotes with the shortest transit times.

  4. If All Quotes - Sort by Lowest Cost, the user sees lowest cost quotes first.

  5. If All Quotes - Sort by Fastest Transit, the user sees the shortest transit quotes first. Quotes are next sorted based on cost.

If no transit time is provided with a quote, these options are available at the end of the list sorted by cost.

Portal users are presented with additional filtering options.

Quotes may be sorted based on the following criteria.

  • Load Mode (All, LTL, or Volume LTL).

  • Load Criteria (Carrier, Price, or Transit).

  • Number of Transit Days (1, 2, 3, or 4+).

  • Exclude Interline Options (Yes or No)

  • Delivery Guarantee Required (Yes or No).

Selecting a filter criteria automatically updates the list of quotes.

Load Tender Page

On the Load Tender page:

  • Finalize stop details (locations and contacts).

  • Enter additional load details.

  • Enter additional load references.

  • Perform the final authorization for API insurance.

  • Tender the load or Submit for review. 

Users can additionally navigate back to the Load Entry page or choose a different quote. Line items, accessorial charges, and the selected quote are displayed on the page for review.

When the Review Before Tender box is Checked on the User record, the Portal User does not see a Tender button. Instead, Portal users select Submit to alert the necessary party a Load is ready for review.

Portal users receive an error when attempting to Save or Tender a load with a ship date in the past. Adjust the date to tender the load.

For configuration:

  1. Additional stop fields can be added using Stop field set TMS10 (mode specific field sets supported)

  2. Additional line item fields can be added using Line Item field set TMS4.

  3. Additional load fields can be added using Load field set TMS7 (mode specific field sets supported)

  4. See Load Entry References section for setting up dynamic load references.

Tender Failures

Warning:

If the tender fails for some reason, the customer is NOT made aware of this fact. The behavior of the Portal is the same whether the tender succeeds or fails – it is assumed that the failure of a valid quote’s tender operation is a technical “glitch” that can be resolved.

The Load remains in Quotes Received status, and an alert email is sent to the designated address:

The same behavior is mimicked for API insurance authorization. If the API insurance authorization fails, the customer will not see the error, and an alert email is sent to the designated address.