Quotes

Quotes is where a price offer is built, priced against your own past lanes and your own cost floor, emailed to the customer as a real PDF with a link they can accept online without an account — and, the moment they accept, turned into a booked Load automatically unless their unpaid bills say otherwise.

35
Capabilities, all live
100%
In production
Revenue & Movement
Pillar

From the Lanexa 2.0 capability register · version 2.0.37 · reviewed 2026-08-24

AUTO

Every quote action is written to the activity feed by name

Not just a generic field change — a purpose-built sentence per action: "*Name* created quote QT-…", "*Name* status → SENT quote QT-…", "*Name* emailed quote (PDF attached) to person@company.com for QT-…", "*Name* copied the public link for

AUTO

Every database write to is diffed automatically

A table trigger computes exactly which fields changed, with their before and after values, and appends that to the hash-chained event log along with the real actor from the session. A no-op update writes nothing. Five noisy fields — route g

AUTO

Every status transition is stamped and historically recorded

When a quote becomes Sent, Accepted, Declined or Expired the corresponding timestamp is set — and never overwritten if one already exists. A row is written to the status-history table capturing the from-status, the to-status and the actor;

AUTO

Every acceptance freezes itself

The moment the acceptance timestamp is written, a trigger makes nine columns immutable. Any later change raises an error naming the link ().

01
Decline a quote
Requires choosing a reason from six: Price, No capacity, Transit time, Lost to incumbent, No response, Other. The database refuses the change without one.,
02
Automatic expiry
Every hour at seventeen minutes past, any Draft, Sent or Pending quote past its validity date flips to Expired with a history row.
03
Instant acceptance alert
The moment a customer accepts, dispatcher and admin get an in-app notification stating whether the load booked automatically or was parked for review.,
04
Apply a rate card
When a pre-negotiated card matches the lane, customer, equipment, weight band and today's date, up to three suggestions appear with an Apply button that fills rate and currency — and turns the card's fuel-surcharge percentage into a real charge line. The sugge
05
Add charge lines
Pick an accessorial from the company catalogue or add a fuel surcharge; give each a description, the exact triggering condition in words ("after 2h free, per ELD"), an amount, and an "if incurred" tick that makes it optional. Each line's total is simply the am
06
Get a cross-border nudge
When origin and destination countries differ and no line mentions customs, brokerage or border, a purple prompt offers to add a customs and brokerage line.
07
Convert a quote to a load
Asks for the pickup date (pre-filled from the quote's own target pickup), then creates a real load carrying the lane, equipment, commodity, weight, rate, currency, exchange rate, hazmat flag, estimated miles, notes, freight items and fuel surcharge, and marks
08
See the quote list
Opens and sees every quote for the active company, newest first. Eight columns: quote number (with a company badge), status, customer, route, equipment, rate (with the currency printed underneath it), expiry date, and an actions button. An expiry date already
CapabilityStatus
Revoke a public quote linkNot built
Convert a parked acceptanceNot built
See how many times a quote was viewedIn progress
Put a discount on a quoteNot built
Revise a quote into a new versionNot built
Read a quote's status historyIn progress