đ„ Video walkthrough: watch this step on YouTube. A short recorded demo of exactly these steps.
This article walks you through generating and sending a rate confirmation (ratecon) to the assigned carrier. The ratecon is a binding offer documenting the agreed rate, pickup and delivery details, and any special requirements.
Table of contents
Before you start: The shipment must have a carrier assigned. If you haven't assigned one yet, assign a carrier and driver first.
Important: A rate confirmation is a legally binding document sent on behalf of our authority. Double-check the rate, stops, and freight requirements before sending â corrections after the fact require issuing a revised ratecon.
1. Open the shipment
From the Shipments dashboard, find the shipment you want to send a ratecon for and click to open it.
2. Open the Documents tab
Click the Documents tab and click the New Document button.
3. Select the document type
In the dropdown, select Carrier Rate Confirmation.
4. Choose what to include
Review the document details that will appear on the ratecon and select everything you want to include. Click Add when ready.
The ratecon is generated and added to the Documents section of the shipment.
5. Download the ratecon (optional)
To download a copy, click the Download button to the right of the document in the Documents list.
6. Open the share menu
Click the three dots (âŻ) to the right of the document and select Share.
7. Send the ratecon
In the Share document window:
Enter the recipient's email address in the Recipients field. To send to multiple people, separate addresses with commas.
Click Add bcc to bcc additional recipients (optional).
Click Share.
The ratecon is emailed to the carrier from polt.ai.
Tip: Your next steps are to track the ratecon's signature status from the Documents tab. Once signed, send the polt.ai driver app download link to the driver.