How do I publish my Rate Card to a Partner?

Created by Sebastian Enguidanos, Modified on Fri, 12 Jun at 11:33 AM by Sebastian Enguidanos

To make your rates available to a Partner, all required sections of the rate card must be completed. Therefore, After building your rate card, go to the Review section and verify that each section shows a Ready status.

To share with partners:

  1. Click Continue to Share in the lower-right corner of the screen to open the Shares tab.
  2. From there, click Share with Partners to open the sharing window. Inside, you'll find: 
  • A search field for selecting connected Forwarders. You can select multiple partners to share your Rate Card with. For details on how to connect with a partner, see How Do I Start a Partnership?
  • An optional notes field.
  • An acknowledgment checkbox. This must be checked before the Rate Card can be submitted.

If the Rate Card is approved, it will be published and made available for use. If it is not approved, feedback will be provided so the required changes can be made before it is resubmitted. 

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