New Quote

New Quote Request

Create the quote summary first. Open it afterward to send partner requests or enter manual costs.

ReferenceCustomerCustomer Email

Bill-To Customer

Select Bill-To From Address BookCompany Full NameCredit StatusLandstar Bill-To NumberAddressContact NameContact PhoneContact EmailBilling ContactBilling PhoneBilling EmailHubSpot Account / Company URL

Credit status: If a Landstar bill-to number is entered, the customer is automatically treated as credit approved. Use Request credit setup when credit needs to be opened in Landstar; this creates a Quote Ops/Admin action item. Quoting can continue either way.

Sales OwnerQuote TypeModeService TypeIncotermsReady DateDeadline

Shipper / Pickup Address

Company / NameAddress Line 1Address Line 2City / TownState / Province / RegionZIP / Postal CodeCountryAirport Code

Consignee / Delivery Address

Company / NameAddress Line 1Address Line 2City / TownState / Province / RegionZIP / Postal CodeCountryAirport Code

Cargo / Commodity Lines

# Pcs	L	W	H	UOM	NW	GW	UOM	Description	HTS / Schedule B	+ / -

Notes / Special Requirements

Customer

-
-

Bill-To-

Route

Shipper / Pickup-

Consignee / Delivery-

Mode / Timing

Mode-

Service Type-

Incoterms-

Deadline-

Cargo

Lines-

Total Pieces-

Description-

This only creates the quote summary. Partner emails are sent later from the quote detail screen when Quote Ops clicks a Send Next New Batch button.

Compliance is checked per quote before any partner emails go out. If US or UK rules require stricter treatment for the lane, the quote is put on Compliance Hold and no emails are sent.