What Information do I need to provide to set up Quick Quote Agents for emails?

Last updated: March 10, 2026

1. Quoting Rules

Primary Rate Source What source should the agent use to pull rates? Common options include:

  • DAT

  • Triumph / Greenscreens

  • Internal TMS History

Target Markup What is your standard margin or pricing rule? This can be a fixed percentage, a dollar amount, or customer-specific pricing rules. Be as specific as possible so the agent quotes accurately and consistently.

2. Email Preferences

Who Should Be CC'd List any team aliases or specific colleagues who should be copied on the agent's responses. This ensures the right people stay in the loop on every quote that goes out.

Signature Style Provide a preferred email template or specific phrasing you'd like the agent to use. The more detail you provide, the more the agent's responses will sound like you.

3. Additional Rules and Nuances

If there are any other factors that should influence how the agent calculates quotes, include those as well. Examples include:

  • Weekend or after-hours delivery surcharges

  • Accessorial charges (e.g., liftgate, inside delivery, detention)

  • Customer-specific pricing agreements

  • Lane-specific rules or exceptions

The more context you provide upfront, the more accurate and consistent your agent will be from day one.

How to Submit Your Playbook

Email your completed Playbook information to the Drumkit product team at support@drumkit.ai. The team will review it and configure your Quick Quote Agent before activating it on your account.

Note: Quick Quote Agents is currently in Beta. The product team will work with you directly to ensure your Playbook is set up correctly and will follow up if any additional information is needed.