How do I save a Customer to a quote?

Last updated: March 5, 2026

Linking a quote to a specific customer is vital for your "Win Ratio" analytics. It ensures that when you look back at your history, you know exactly who you quoted, not just what the lane was. It also helps Drumkit learn which customers award freight on specific lanes, improving future pricing recommendations.

Step-by-Step Workflow

Scenario A: Automatic Detection (The Happy Path)

  1. Open the Email: Open a quote request email from a customer.

  2. Launch Sidebar: Open the Quick Quote in the sidebar.

  3. Verification: Drumkit automatically scans the email domain (e.g.,@pepsi.com) and the email body. It should auto-select the correct customer in the "Customer" field at the top of the sidebar.

    1. Action: If correct, proceed to quoting.

Scenario B: Manual Selection (If Auto-Detection Fails)

  1. Identify the Blank Field: If Drumkit cannot identify the customer (e.g., a generic gmail address or a new contact), the "Customer" field will be blank or say "Select Customer."

  2. Search: Click the dropdown and start typing the customer's name.

  3. Select: Choose the correct account from the prediction list.

Common Pitfalls

  • Customer Not Found: If you type the name and nothing appears, the customer likely does not exist in your TMS yet. You must create the customer profile in your TMS first; Drumkit cannot create new CRM accounts, it only reads them.

  • Wrong Branch/Location: For large shippers (e.g., "Nestle Waters"), ensure you select the correct division or location if your TMS separates them. Quoting the wrong branch can mess up credit limits and billing data later.