Sharing a quote with a third party
You can easily share a quote generated on the platform with a third party - your client, partner, colleague. They will be able to update options and information before proceeding to pay for the shipment, without needing to create their own Convelio account.
How to share a quote from the platform
Once you have a price for your quote, proceed to the booking stage.
Provide the necessary collection details and attach any required documents. While you can input delivery details, the third party you are sharing the quote with will have the option to modify or complete information themselves later.
Click on the "Share Quote" button and input your client's email address to generate a unique quote link. At this stage, Convelio will not send any email notifications to the client.
Share the generated quote link with the third party. They won't need to create an account to access the quote but will be asked to verify their identity via email before proceeding to booking and making payment for the shipment. See more information below.
What the third party will receive
Upon clicking the link, the third party will be redirected to an authentication screen where they will be prompted to enter the email address used during link generation.
To ensure security and privacy, they will then need to validate their identity by clicking on a confirmation button within an email they will receive.
Once their identity is validated, they will have the opportunity to select their delivery and insurance options*, update or input their delivery information, including their address, and include any necessary notes to our Operations team.
During the final step, they can input their billing details and proceed to make payment for the shipment, either via credit card or bank transfer.
*Please note that in some use cases, the options choice might not be available.