Accepting Shared Quote(s) + Message Board (Collaboration Feature)

Once you share a quote with your collaborator(s), they will need to log into their UFH profile and accept your quote-sharing invitation. Once completed, you and your collaborator(s) will be able to interact through the message board. 

Here are the steps to accepting a shared quote invitation and interacting with collaborators through the message board: 

Step 1: The collaborator(s) will need to view their shared quote invitation by clicking ‘View.’

Step 2: A ‘Received Quotes’ box will appear for the collaborator(s) to view, accept, and/or decline shared quote invitation(s).

Step 3: Once a received quote is accepted, the collaborator can view the quote details in ‘Activity Feed’ by clicking on ‘Details.’

Step 4: Navigate to the ‘Quote Details’ button to view details such as original/final shipment destination and/or total estimated charges.

Step 5:  Communicate with the quote owner and other collaborators by clicking on ‘Message Board.’

Step 6: Learn who else is viewing the shared quote by clicking on ‘Collaborators.’