Reading...
Customer
Reading route...
Route
Route is resolved automatically from the CRM Routing Table.
Reading sailing schedule...
Sailing Schedule
Review Notes
Reading cargo...
Cargo
Pieces-
Weight-
Volume-
Dimensions
DangerousNo
OverweightNo
OverlengthNo
Non-StackableNo
Top LoadNo
Stack LightNo
Reading route...
Waiting for final cargo analysis...
LTL Quotes
Create a pickup, assign Cargo rows to it, then request its rates.
Click New Pickup to create Pickup A.
Reading rates...
Charge Items
| Charge | Qty | Unit | Rate | Min | Max | Amount | Currency |
|---|
Preparing email...
Email Draft
Choose the details to include in the reply.
Updating email draft...
Live Usage & Queue History
Loading minute-by-minute operational history…
System Readiness
Recent Quotes
Loading quotes…
Top Customers
Top Trade Lanes
DGX RAG
CheckingConnecting to the configured collection...
Loading the latest existing RAG task...
Agent reference scopes
These paths limit which existing RAG documents each QuoteDesk Agent can retrieve.
Export reference scopes
Local pointers used to assign RAG folders to Agents. Removing a pointer does not delete data from RAG.
Loading entries…
This creates a pointer to knowledge already indexed in DGX RAG. It does not scan or import SMB files.
Request / Booking Trend
Loading business trend…
Top Customers
Top Lanes
Low Conversion Customers
Unconverted Opportunities
Requests without a Won booking in this period.
| Customer | Request Date | Origin | Destination | CBM | Quoted Rate | Operator | Age | Status |
|---|
Customer Report
Loading customers…
Customer Drill-down
Select a customer or KPI to audit the exact records.
| Quote | Customer / Contact | Origin | POD | Final Destination | Mode | CBM/KGS | Quote Rate | Booking | Booked Rate | Reference | Operator | Request Date |
|---|
Administrator Credentials
Allowed Outlook Emails
Assign every Outlook mailbox to Export or Import. Existing mailboxes default to Export.
Outlook Add-in Manifest
Download this environment's manifest, then choose Add from File in Outlook.
Resolving the URL from the deployed manifest...
Nomination
Create project-specific quote instructions, pricing profiles, and reference materials. Assign an enabled Outlook email to a project from Access.
Email Draft Format
Customize every generated draft. Changes apply the next time a draft is generated or refreshed.
Available placeholders
{{quoteNo}}{{quoteLabel}}{{customerName}}{{customerFirstName}}
{{origin}}{{loadingHub}}{{pol}}{{pod}}{{destination}}
{{routeStart}}{{routeEnd}}{{routeDescription}}{{options}}{{rateWord}}
Encrypted System Configuration Backup
The protected backup includes saved API keys, tokens, SMB passwords, and database passwords. The administrator account remains local to this server.
Restore System Configuration
Enter the password used when the backup was created. Restoring replaces system settings and saved integration secrets while preserving this server's administrator account.
Complete System Configuration Reset
Run this command on the Docker host. It removes all saved system settings, administrator credentials, passwords, tokens, and API keys, then restarts Quote Desk in first-time setup mode. Quotes and other business data are preserved.
docker exec quotedesk_system_config_test_20260808 node scripts/reset-system-config.js --confirm RESET && docker restart quotedesk_system_config_test_20260808Restart Quote Desk Container
Safely exits this Quote Desk process so Docker restarts the same container. System configuration and business data are preserved. Active sessions will need to sign in again.
Extraction Improvement Feedback
Scoped model refreshes and operator corrections are retained with their source MIME and outcome.
| Quote | Source Email | Scope | Outcome | Changed Cards | MIME | Captured | Status | JSON | Actions |
|---|
Tai TMS LTL
Server-side credentials used by the LTL Quotes card. The saved token is never returned to the browser.
ExFreight LTL
Optional additional quote provider for the LTL Quotes card. Username is required for Exfresso rating and booking.
CTS / ShipRite LTL
Automatic ShipRite Remote Rating Web Service provider. Rate offset adjusts returned totals; use -40 when the UID rate already includes a $40 markup.
Default Charge Items
Automatic Surcharges
Rate Sheet Charges
External Model APIs
Services are queried from top to bottom. A failed or timed-out request automatically continues with the next enabled service.
QuoteDesk Job Concurrency
Checking Gateway capacity...
ConfiguredAuto
Gateway reported-
QuoteDesk active-
Safe fallback-
Reading the API Gateway concurrency setting.
Shared Route Rules
Used by both cargo extraction and VslSchedule. One rule per line in TARGET: alias1, alias2 format.
Ocean Freight Rate
Choose the Library references OFRate may read when it looks up Ocean Freight.
Loading Library items…
Destination Charge
Choose the Library root that DestinationCharge may read. Each child folder must be named for its POD; only the matching POD folder is searched.
Loading Library items…
Commodity Check
Choose the global Library references CommodityCheck may read. It checks extracted or manually entered commodity names, including dangerous-goods names, and runs alongside Nomination project prohibited lists.
Prohibited / Restricted
Matches show a red warning and require typed confirmation before save.
Loading Library items…
Advisory
Matches show a yellow notice only. They never block saving or require confirmation.
Loading Library items…