This article walks you through importing an LTL quote by uploading a document (rate request from a customer, tender, email, etc.) and letting polt.ai AI extract the details to build the quote for you.
One quote at a time: Despite the name, "Import quote" doesn't bulk-load multiple quotes from a spreadsheet. It uses AI to read a single document and create a single quote from it.
AI extraction isn't perfect — review every field after import: The AI gets most fields right, but always verify the imported quote before submitting it for carrier rates. Bad input means bad rates means bad bookings.
1. Open the Import quote dialog
Click Quotes in the top nav and select Import quote. The Import quote dialog opens.
2. Select the customer
In the Customer field, type the customer's name and select them from the dropdown.
The customer must already exist in polt.ai. If they don't, create the client first.
3. Attach the source document
Either:
Drag and drop the file into the upload area, or
Click Choose files to browse for it
4. Import
Click Import. polt.ai AI reads the document and creates a new quote with the extracted details.
5. Review the imported quote
Open the quote and verify every section before submitting:
Customer and shipping details (Pay type, Ship type, Equipment)
Origin information (address, dates, hours, contact, accessorials)
Destination information (same fields as origin)
Commodities (description, dimensions, weight, freight class)
Insurance settings
Correct anything the AI got wrong, then submit for rates as you would on any other quote.
Tip: Make sure to double-check freight class (AI sometimes guesses based on commodity description and may be wrong), accessorials (often missed if mentioned in narrative form rather than checkbox-style), opening/closing times (time zone confusion), and shipper/consignee contacts.