Get Estimated Shipping Rate

In this article, we will show you how to use the shipping integrations to get an estimated rate for Quotes / Sales Orders. We will use the UPS integration as an example.

You can get a shipping estimate when creating a new Quote / Sales Order or when editing an existing one. 

  1. Navigate to and click on + Quote button.
  2. Select the customer or add a new one.
  3. Add a new job to the Quote.
  4. Add a product.
  5. Click on the add shipment button.
  6. Select the UPS shipping method and click Get estimated rate.
  7. Fill in the required information and click Get Rates. Once a rate is displayed, click on the icon on the desired UPS service and click Apply
  8. At this point, the estimated rate will be copied over. You also have the option to make changes to the shipping charge (i.e rounding up the cost).
  9. Click Create or Save.
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