Sales & Quoting

Quotes that turn right into dispatch orders.

Create quotes in Tread and export a quote PDF, then carry the pricing and job details into projects and orders.

Sales & Quoting

What is Tread’s sales and quoting software?

Tread’s quoting software lets bulk hauling companies build quotes from saved rates by material, equipment type, site, customer, or project. When you activate a quoted project, the pricing and job details carry into dispatch orders, so nobody retypes rates and the agreed price follows every load through billing.

Quoting in Tread

Rates from Quotes carry over into billing and approvals

  • Set pricing for the job once

    Establish rates by equipment type, material, pickup and dropoff, customer, or project, including fuel surcharges and add-ons.

  • Track quote status

    Keep active, won, and lost quotes together with the pricing and job details behind them.

  • Convert right to dispatch

    Move the materials, quantities, sites, and agreed rates into projects and orders without entering them again.

Inside Tread

Less time copying rates for billing, more time closing RFPs

Set rates on materials, freight quantities, and locations.

Get a demo →
See all workflows →

See Sales & Quoting in Tread.

Bring a quote or rate sheet and we'll show you how Tread handles pricing through project and order setup.

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FAQ

Common questions

Can customer and third-party hauler rates stay separate?

Yes. Keep the rate you charge the customer separate from what you pay the third-party hauler, with both tied to the project.

Can I see the trucking margin before dispatch?

Yes. With customer and third-party hauler rates established on the project, you can see the difference before trucks are dispatched.

Does the quoted pricing stay with the job through billing?

Yes. Agreed rates carry into the project and orders, keeping the pricing tied to the work through billing.