ACCO Terramar Workspace
Welcome
—
What needs your attention
Click any card to jump inRecent quotes
Recent client profiles
Upcoming follow-ups
| Quote # | Status | Client | Mode | Type of move | Expiring in | Origin | Destination | Origin port / airport | Dest. port / airport | Pieces | Weight | Total | Owner | Actions |
|---|
Shipment mode
Ocean
Air
Inland
Customs Clearance
If checked, the quote will display a HAZMAT cargo notice.
If checked, the agent can pick from common bonded-cargo service lines (Bonded Station, CFS, 7512, etc.).
Insurance:
If left unanswered, the quote will show "Insurance Not Included".
Sale terms
Quote details
Client information
Route information
Ocean service
Equipment / Container type
Services & rates
| Service | Rate | Qty | Total | Payable (INTERNAL) |
|---|
CUSTOMER QUOTE TOTAL (USD)
$0.00
🔒 Internal — Not shown on customer quote
Profit summary (USD)
Receivable
$0.00
+ VID
$0.00
− Payable cost
$0.00
Profit
$0.00
Observations (prints on quote)
Internal info
These fields are for your team only — they never appear on the quote sent to the customer.
| Company | Primary contact | Phone | Location | Owner | Actions |
|---|
Client / Company profile
This is the master record. When this profile is selected on a quote, the info is copied — edits made on a quote stay on that quote and never overwrite this profile.
Primary contact
Address
Standard charges
Saved per shipment mode. When this client is selected on a new quote (or the quote's mode is changed), these charges are automatically copied onto the quote. Edits on a quote stay on that quote — the master here is never overwritten.
Ocean FCL
Ocean LCL
Air
Inland
Customs Clearance
| Service | Rate | Qty |
|---|
Notes (internal)
Tracked quotes
| Quote # | Date Req. | Date Sent | Customer / Company | Quoted Service | Amount | Salesperson | Status | Follow-up | Next Action | Days Out | Days Await | Feedback | Actions |
|---|
Auto-calculated columns: Next Action = Date Sent + 7 days, Days Out = today − Date Sent, Days Await = today − Date Requested (when Date Sent is empty).
Quotes by salesperson
Quotes by service
Employees
Users are managed by Microsoft 365 — anyone with an @accoterramar.com or @lgcargoclearances.com account can sign in and they'll appear here automatically. Use the Edit role action to set someone as Agent, View-only admin, or Admin.
| Name | Role |
|---|
—
Overdue
Partial
Active
Billed
Cleared
Selected day
—