Save drafts.
Send quotations.
Confirm orders.
Save shipment details, manage quotes, and convert approvals into orders without re-entering data.
- Dashboard
- Create Order
- Orders
- Quotations
- Drivers
- Routes
- Invoices
- Reports
Create Order
Available rates
4 foundDraft holds the shipment. Quotation holds the price.
Both let your team capture an order before it's confirmed. The difference is whether pricing is part of the conversation yet — and InstaDispatch is built for both.
Shipment details, saved.
Use a draft when you have all the booking info but can't book yet — you're still waiting on a parcel weight, a confirmed date, or a customer reply.
- ✓ Customer, pickup, delivery, parcel info saved
- ✕ No pricing attached — yet
- ✓ Reopen and book in two clicks
- ✓ Lives in Orders > Quotations alongside quotes
Shipment and price, saved.
Use a quotation when the customer wants a price first. Pick from live carrier rates, email it over, and keep the booking warm until they're ready.
- ✓ All shipment details captured
- ✓ Live carrier rates locked in
- ✓ Emailed straight from the order screen
- ✓ Convert to a real booking in one click
Pick the right one for every booking conversation.
Not every shipment is ready to book on the first call. Save a draft when details are still coming in, or send a quotation when the customer needs a price before approving.
Save a Draft when…
You have the shipment, but a few details are still pending.
Save a Quotation when…
The customer wants to see the price before saying yes.
From "got the call" to "in the system" — same screen.
Both flows start in the same place: Create Order > Single Order. The button you press at the end decides the rest.
D Drafting a shipment
Open Create Order > Single Order
Same starting point as a regular booking — no separate menu, no context switch.
Fill in what you have
Customer, pickup, delivery, parcel details — anything that's already confirmed. Leave the gaps blank.
Hit 💾 Save Draft
The shipment lands in Orders > Quotations, tagged as a draft. Pricing stays untouched.
Q Sending a quotation
Fill in shipment details
Same form, same fields. The right-hand panel waits quietly until you ask for prices.
Hit ⚡ Get Quote
Live carrier rates appear in the right-side panel. Pick one — or several — to include.
Hit ✉ Save Quote
Enter an email to send it, or leave blank to save silently. Either way, it's stored for later.
One place for every booking-in-waiting.
Drafts and quotations live side-by-side. Filter, reopen, convert to an order, email, download a PDF, or delete — all from one screen.
Saved Quotations
| Ref | Customer | Status | Total | |
|---|---|---|---|---|
| Q-23194 | Hartley & Co.Manchester · 2 pallets | Quotation | £84.20 |
Open quote⬇✉⌫
|
| D-23178 | Stonebridge FoodsBristol · 6 cartons | Draft | — |
Open draft⬇✉⌫
|
| Q-23166 | Lumen InteriorsGlasgow · 1 furniture pkg | Quotation | £212.00 |
Open quote⬇✉⌫
|
| D-23151 | Atlas WholesaleBirmingham · 4 pallets | Draft | — |
Open draft⬇✉⌫
|
| Q-23144 | RiverBloom FloristsLondon · same-day | Quotation | £28.40 |
Open quote⬇✉⌫
|
Reopen and convert in one click
Click Open Quote on any draft or quotation and you're back inside the order screen — every field intact, ready to book.
Download the PDF, anytime
Customer asking for the quote again? Pull a branded PDF of the quotation straight from the list — no re-keying required.
Resend or preview the email template
See exactly what the customer received, tweak the template, and resend without leaving the page.
Filters that match how you search
Customer, date range, quotation number, load identity, postcode — every common lookup is one click away.
Small feature. Loaded with the obvious stuff teams ask for next.
Live multi-carrier rates
Quotations pull live pricing from every carrier you've connected — DHL, UPS, FedEx, courier exchanges, your own pricing engine.
One-click email or save silently
Email the quotation to the customer in the same dialogue, or leave the field blank to keep it internal.
Convert without re-entering
Drafts and quotes carry every field through to the live booking — pickup, delivery, parcel info, pricing, all intact — and ready for invoice management .
Branded PDF download
Generate a quotation PDF in your company branding, ready to share, attach, or print.
Six-field smart filter
Customer, actual-from and actual-to dates, quotation number, load identity, and postcode — find any saved quote in seconds.
Role-based access
Decide which users can save drafts, send quotations, change pricing, or convert quotes to bookings.
Your quotation email — ready to send, branded as you.
The quotation email goes out with your logo, your wording, and a clear CTA back to a tracking-ready booking link.
Your shipment quotation is ready
Hi Sarah — as discussed, here is the quote for your shipment from London EC1 to Manchester M2. This price is valid for 14 days.
| Service | Transit | Price |
|---|---|---|
| DHL Express | Next day · by 12:00 | £84.20 |
| UPS Standard | 48 hours · economy | £62.00 |
| FedEx Priority | Next day · 09:00 | £96.50 |
Customers click. Conversions follow.
Each quotation email links straight back to a one-click booking page. No re-entering details, no chasing reply-alls — the customer's "yes" becomes a confirmed shipment.
Stop losing bookings between "let me check" and "go ahead."
Drafts and quotations are included in every InstaDispatch plan. Switch them on today and start saving every conversation.
