Charter Quote Pro
The all-in-one platform for charter bus companies to manage quotes, trips, fleet, and customers
Available on desktop, tablet, and smartphone • Add to home screen for app-like experience
The First & Only Platform to Bring
Full AI to Motor Coach Companies
Charter Quote Pro is pioneering AI-powered fleet management across the United States. No other platform in the motor coach industry comes close. We didn't just add AI as a feature — we built the entire platform around it.
From intelligent quoting to AI-driven P&L insights, automated follow-ups, and OCR document extraction — Charter Quote Pro puts the power of artificial intelligence to work for your business, 24/7.
80%
Faster Quoting
vs. manual spreadsheets
< 60s
Quote Generation
with full route & cost analysis
3x
More Margin Visibility
per-mile profit on every quote
100%
Quote Accuracy
live Google Maps routing
AI Margin Optimization
The AI analyzes deadhead miles, live miles, fuel costs, driver pay, and hotel expenses simultaneously — then shows you mileage, daily-rate, and target-price quotes side by side with full profit breakdowns so you never undercharge again.
Google Maps Precision Routing
Live Google Maps integration auto-calculates exact mileage for every route — including multi-stop itineraries, garage deadhead miles, and return legs. No more estimating. No more guessing. Just exact numbers.
Real-Time Cost Intelligence
Fuel price per gallon, MPG, hotel costs, relief drivers, tolls, gratuity — every variable is factored in instantly. Change one number and every cost cascades automatically. Quote smarter, not harder.
Quote-to-Trip in One Click
Accepted quotes auto-generate trips, assign drivers, and trigger invoice creation — completely hands-free. Your team stops doing admin and starts growing the business.
AI Follow-Up Engine
Sent a quote and heard nothing back? The AI sends perfectly-timed follow-up emails automatically — 3 days, 7 days, 14 days — with personalized messaging that converts prospects into confirmed bookings.
AI Financial Insights
Our AI reads your P&L and tells you where you're winning and where you're bleeding money. Spot your highest-margin routes, best customers, and peak revenue periods — all powered by machine intelligence.
See the AI Revolution in Action
Watch a live demo and see why Charter Quote Pro is the first and only AI-powered platform built exclusively for the motor coach industry.
Everything You Need to Run Your Fleet
Streamline operations, increase efficiency, and grow your charter bus business
Smart Quoting
AI-powered quoting engine generates precise, profitable quotes in seconds — Google Maps routing, multi-vehicle, hotels, and live margin analysis built in
Trip Management
Schedule trips with multi-stop routing and automatic arrival time calculations
Customer Portal
Self-service portal for customers to book, track, and manage trips with live GPS
Auto-Invoicing
Automatic invoice generation with Stripe payments and partial payment support
Fleet Maintenance
Track vehicle maintenance with mileage-based alerts and work order automation
Turn Inspections
Daily inspections with photo documentation and automatic work order creation
Automated Reporting
Schedule and email fleet, driver, financial, and inspection reports automatically
Google Maps Routing
Interactive route maps with multi-stop waypoints and real-time mileage calculation
Mobile & Offline
Work offline with automatic sync for inspections, work orders, and time entries
Email Marketing
Create campaigns with A/B testing and advanced segmentation
Farm-Out Management
Subcontract trips to partner companies with COI tracking, compliance alerts, and automated emails
Time Clock System
Public time clock with mobile support and automatic payroll integration
CRM & Support
Support tickets, contact logs, and internal customer notes in one place
Live GPS Tracking
Real-time driver tracking with customer-facing monitoring and ETAs
Recurring Automation
Recurring quotes, trips, and automated follow-up emails
Relay Logistics
Coordinate multi-leg trips with driver handoffs at relay points for long-haul routes
W9 & COI Documents
Store and send your W9 and Certificate of Insurance directly from quote emails, and manage incoming COI requests from customers
File Sharing & Cloud Integration
Centralized document library with folder permissions, file requests (no login), approval workflows, e-signatures, and automatic upload notifications
AI Document OCR Extraction
AI-powered document scanning automatically extracts metadata, suggested tags, and folder organization from PDFs and images
Enterprise-Ready Platform
Built for growing businesses with multi-company support and advanced team management
Multi-Company Support
Manage multiple companies from a single platform with separate data and users
Role-Based Permissions
Create custom roles with granular permissions for precise access control
Budgeting & P&L
Set expense budgets, revenue goals, and track profitability with detailed financial reporting
Automated Reporting
Schedule fleet, driver, financial, and inspection reports with advanced filtering
Mobile Offline Support
Work orders and inspections work offline with automatic sync when connected
Time Clock & Payroll
Public time clock for staff with automatic timecard creation and payroll processing
Unlimited
Companies
Role-Based
Access Control
Secure
Data Isolation
1-Click
User Onboarding
Why Choose Charter Quote Pro?
80%
Time Saved
Seamless Third-Party Integrations
Connect your favorite tools to streamline operations and automate workflows
Stripe
Accept credit card payments securely. Customers pay invoices online with full or partial payments.
- • Secure checkout page
- • Partial payment support
- • Automatic receipt emails
- • PCI-compliant processing
Twilio
Send SMS notifications for trip updates, reminders, and real-time alerts to customers and drivers.
- • Trip status updates
- • Driver assignment alerts
- • Delay notifications
- • Automated reminders
QuickBooks
Sync invoices, customers, and payments with QuickBooks Online for seamless accounting.
- • Auto-sync invoices
- • Customer data sync
- • Payment reconciliation
- • Financial reporting
Google Calendar
Sync reservations to each staff member's Google Calendar so trips stay visible alongside their daily schedule.
- • Per-user Google account connection
- • Reservation calendar event sync
- • Connect from Settings → Integrations
- • Updates existing calendar events
Google Drive
Import files from Google Drive with share links or enable full OAuth sync for seamless cloud integration.
- • Share link imports
- • Full OAuth sync
- • Team drive support
- • Cloud shortcuts
Microsoft OneDrive
Connect OneDrive and SharePoint with share links or full OAuth sync for your document library.
- • SharePoint integration
- • OAuth sync setup
- • Business account support
- • Cloud shortcuts
Motive
Integrate Motive (formerly KeepTruckin) for ELD compliance, live GPS tracking, DVIR inspections, and fleet management.
- • ELD & HOS compliance sync
- • Live GPS vehicle tracking
- • DVIR & inspection reports
- • Driver & vehicle auto-sync
- • IFTA mileage reporting
- • Fault code & engine diagnostics
- • HOS violation alerts
- • Webhook-driven real-time updates
Motive ELD IntegrationYour Motive ELD, Fully Wired Into
Maintenance, Dispatch & Compliance
Connect Motive (formerly KeepTruckin) with one API key and Charter Quote Pro pulls in DVIR reports, engine fault codes, live GPS, odometer readings, HOS logs, and IFTA mileage — then puts that data to work generating work orders, service alerts, and AI maintenance predictions automatically.
1 API Key
Setup
Settings → Integrations
Nightly
Automated Sync
plus manual Sync Now
Real-Time
Webhook Updates
GPS, faults, DVIRs
AI-Powered
Fault Analysis
causes & repair guidance
DVIR & Driver Inspection Reports
Every DVIR your drivers file in Motive syncs into Charter Quote Pro — pre-trip, post-trip, and periodic. Defects arrive with their photos, driver and mechanic signatures, odometer, and geocoded location, all permanently stored in your records.
Inspection-to-Work-Order Automation
A failed DVIR defect becomes a shop work order in one click — description, severity, photos, and vehicle all carried over. Motive DVIRs and in-app Turn Inspections feed the same maintenance queue, so nothing gets missed.
Preventive Maintenance Integration
Live odometer readings from Motive drive your mileage-based service schedules automatically. Oil changes, brake jobs, annual and 90-day inspections calculate their own due dates and alert your team by email before anything comes due.
Engine Fault Code Analysis
Diagnostic trouble codes stream in from the ELD with severity, occurrence count, first/last seen, and odometer. Filter by vehicle or severity, acknowledge codes, review AI guidance on likely causes and repairs, then open a work order right from the fault.
AI Predictive Maintenance
Our AI reads fault codes, inspection findings, tire pressures, fluid levels, and mileage history across your whole fleet and predicts what will fail next — with a deep-scan report on critical faults you can email to your shop.
Live GPS Fleet Tracking
See every coach on a live map with speed, heading, motion status, and reverse-geocoded address. Customers get their own tracking link with ETAs, and dispatch always knows exactly where the fleet is.
HOS & ELD Compliance
Hours of Service logs, duty status events, and violations sync per driver so dispatch can see who is legal to run before assigning a trip. Log detail views and PDF exports keep you audit-ready.
IFTA Mileage from the ELD
Jurisdiction mileage pulls straight from Motive into your IFTA reports — no more manual trip logs or spreadsheet reconstruction at quarter end.
Driver & Vehicle Auto-Sync
Drivers and vehicles map automatically between systems with a pre-sync matching preview so you never create duplicates. Scheduled nightly syncs plus a "Sync Now" button on every feature.
What Our Customers Gain
- One system of record — telematics, maintenance, dispatch, and billing stop living in separate tabs
- Catch failures early: fault codes and AI predictions turn breakdowns into scheduled shop visits
- DOT audit-ready: DVIRs, HOS logs, inspections, and service history all retained and exportable
- Dispatch smarter: assign only drivers with legal hours and coaches that are actually roadworthy
- Eliminate double entry — odometers, drivers, vehicles, and mileage sync themselves
- Fewer roadside failures means fewer refunds, fewer farm-outs, and happier charter customers
How It Connects
Generate an API key in your Motive dashboard
Paste it into Settings → Integrations → Motive and click Test Connection
Run the matching preview to link Motive drivers & vehicles to yours
Click Sync Now for GPS, DVIRs, fault codes, HOS, and IFTA
Nightly automated syncs and webhooks keep everything current
Your Charters Bill Themselves —
Straight Into QuickBooks
Connect QuickBooks Online once and your customers, invoices, payments, credits, and refunds sync automatically — with full line-item detail, duplicate-free customer matching, and nightly automation you can pause whenever your bookkeeper needs control.
No more typing the same invoice twice. No more reconciling payments by hand. No more wondering whether the books match reality.
Zero
Double Entry
invoice once, sync forever
Nightly
Automated Push
pausable for month-end
Line-Item
Invoice Detail
not a lump sum
2-Way
Payment Status
paid there = paid here
Customer Sync — No Duplicate Records
Your customers and billing contacts are matched to existing QuickBooks customers by name and email before anything is created. Unmatched customers are added automatically and permanently linked, so you never end up with three versions of the same church group or school district in your books.
Full Line-Item Invoice Push
Invoices push with every detail intact — base fare, mileage charges, fuel surcharge, waiting time, tolls, parking, gratuity, discounts, tax rate and tax amount, invoice date, payment terms, and due date. Your accountant sees the same breakdown your customer sees, not a single lump sum.
Bulk Sync & Historical Catch-Up
Just connected? Bulk sync lets you filter by date range or sync status and push hundreds of back invoices in one pass, with a results summary showing exactly what synced and what needs attention. No re-typing months of invoices.
Payment Reconciliation, Automatically
Record a payment anywhere in Charter Quote Pro — invoice screen, reservation payment panel, or a customer paying by card through Stripe — and it applies against the matching QuickBooks invoice. Paid-in-full transactions can post as sales receipts, and credits or refunds post as credit memos.
Two-Way Status Awareness
Invoices your bookkeeper marks paid inside QuickBooks flow back into Charter Quote Pro, so your dispatchers and sales team stop chasing customers who already paid. One truth, both systems.
Nightly Automation You Control
A scheduled nightly push keeps QuickBooks current without anyone remembering to click a button. During month-end close, flip on "Pause nightly push" — automated syncing stops while manual pushes keep working, so your bookkeeper stays in control of the books.
Transparent Sync Status & Error Detail
Every invoice tracks its own sync state — Not Synced, Synced, or Failed — with the last sync timestamp and the exact error message when something fails. Filter the invoice list by sync status to find anything that slipped, fix it, and re-push in one click.
Secure, Self-Maintaining Connection
Connect once with your Intuit login — no API keys to paste, no credentials stored in spreadsheets. Access tokens refresh themselves, and each company in a multi-company account links its own separate QuickBooks file with fully isolated data.
Reporting & Accountant-Friendly Exports
Review synced invoice totals, outstanding balances, and payment activity in the QuickBooks reports panel. Prefer files? A separate QuickBooks Export gives your accountant an import-ready file without touching the live connection.
What This Actually Saves You
The integration isn't just a data pipe — it removes an entire category of office work from your week.
Eliminate double entry entirely
Stop re-keying every charter invoice into QuickBooks. Bookings become invoices, invoices become QuickBooks transactions — one entry, one time, zero transcription errors.
Close the books in hours, not days
Because invoices and payments post as they happen, month-end becomes a review instead of a data-entry marathon. No stack of paper invoices waiting to be typed in.
Know your true cash position daily
Deposits, partial payments, card payments, credits, and refunds all reconcile automatically — so your QuickBooks balance actually reflects the money you have.
Stop chasing customers who already paid
Status sync pulls QuickBooks payments back into Charter Quote Pro, so your A/R aging and overdue reminders never nag a customer whose check already cleared.
Cut bookkeeping labor cost
The hours your office spends re-typing invoices and reconciling payments disappear. That is real payroll you redirect to selling charters instead of pushing paper.
Audit-ready and tax-season-ready
Every invoice carries its QuickBooks transaction ID, sync timestamp, and full line-item detail. When your CPA or an auditor asks, the trail is already there.
Fewer disputes with customers
The invoice your customer received, the invoice in your books, and the payment applied against it are the same record — so billing questions get answered in seconds.
Your accountant keeps their workflow
Nothing changes on their side. They keep working in QuickBooks Online exactly as they do today — the data just shows up correctly and on time.
From Trip to Books
Trip completes — invoice generates automatically
Customer matched to (or created in) QuickBooks
Invoice pushes with full line-item detail & tax
Payment recorded — applied to the QuickBooks invoice
Nightly sync keeps statuses aligned both directions
Built for Real Bookkeeping
Accounting teams don't want a black box. Every part of the sync is visible and reversible, so your bookkeeper stays in charge of the ledger.
- Explicit success/failure toast on every sync action
- Per-invoice sync status, timestamp, and error message
- Filter invoices by sync status to catch anything missed
- Pause nightly automation without losing manual control
- Void a payment here and correct it in the books
- Disconnect anytime — records already in QuickBooks stay put
Self-Service Customer Portal
Give your customers a premium experience with their own dedicated portal. From booking to tracking to payments, everything they need is at their fingertips.
Request & Book Quotes
Customers can request quotes online and book directly from accepted quotes with just a few clicks.
- • Submit quote requests 24/7
- • View and compare quotes
- • One-click booking
Live Driver Tracking
Real-time GPS tracking with estimated arrival times so customers always know exactly where their driver is.
- • Real-time map view
- • ETA updates
- • Driver contact info
Save Favorite Routes
Save frequently used routes for quick rebooking. Perfect for recurring trips and regular customers.
- • Save unlimited routes
- • Set recurring preferences
- • One-click rebooking
Trip Modifications
Request changes to dates, times, or addresses with approval tracking and staff notes.
- • Submit change requests
- • Attach supporting files
- • Track approval status
Download Documents
Access invoices, quotes, and payment receipts as professional PDFs anytime.
- • Download invoices
- • Get payment receipts
- • View trip history
Direct Messaging
Contact your team directly through the portal with automatic email notifications to staff.
- • Send messages anytime
- • Attach documents
- • Get quick responses
New customers can create an account right from the quote request form
IFTA Fuel Tax Reporting
Automate your quarterly fuel tax reporting with jurisdiction tracking, automated calculations, and audit-ready documentation
IFTA Reporting
Complete quarterly fuel tax reporting with automatic jurisdiction tracking and tax calculations
Fuel Tax Compliance
GPS-based mileage allocation, current tax rates, and perfect IFTA compliance
Bulk Fuel Import
Import hundreds of fuel records from CSV with validation and automatic jurisdiction detection
Simplify Quarterly Filing
Track fuel by jurisdiction, calculate taxes automatically, export audit-ready reports
48+
Jurisdictions
10hr
Saved/Quarter
99.9%
Accuracy
Drug & Alcohol Testing Program
DOT-compliant testing program with random selection, result tracking, policy management, and complete audit documentation
Drug & Alcohol Testing
Complete DOT testing program with random selection, scheduling, and result tracking
Random Test Selection
Cryptographically secure random driver selection meeting DOT unpredictability requirements
Test Result Tracking
Upload results, flag non-compliance, trigger return-to-duty workflows automatically
Policy Management
Digital policy distribution with driver acknowledgment tracking and compliance reporting
Random Selection
DOT-compliant cryptographic randomization for quarterly drug and alcohol testing
Result Tracking
Upload results, manage return-to-duty workflows, maintain complete compliance history
Complete Fleet Maintenance System
Daily turn inspections with photo uploads, automatic work order creation, parts inventory, and comprehensive maintenance tracking
Daily Turn Inspections
Complete checklist with photo uploads and automatic work order creation for failures
Inspection Photos
Upload unlimited photos - front, sides, engine, damage. Auto-attach to work orders
Auto Work Orders
Failed inspections become work orders instantly with photos and notes transferred
Recurring Schedules
Automate daily, weekly, monthly inspection reminders - never miss an inspection
Maintenance Analytics
Track costs, identify failure patterns, optimize maintenance budget
Parts Inventory
Track parts, low stock alerts, usage from work orders, cost analysis
Photo Documentation
Upload unlimited photos during inspections - front, sides, engine, damage. Photos auto-attach to work orders
Unlimited
Photos
6
Categories
Instant Work Orders
Failed inspections create work orders in one click. Photos, notes, and details transfer automatically to shop
<30s
Creation
100%
Transfer
Complete Driver File Management
Comprehensive driver documentation system with expiration tracking, version control, OCR data extraction, and DOT qualification file management
CDL & Medical Cards
Track licenses and medical cards with 90/60/30-day expiration alerts
Background Checks
Upload screening results with renewal schedules and expiration tracking
Driver Certifications
Manage passenger assist, defensive driving, first aid, and specialized training
Document Version Control
Complete version history for every document with timestamp and uploader tracking
Qualification Files
DOT-compliant driver qualification files with annual review scheduling
OCR Document Extraction
AI extracts data from document photos - license numbers, dates, no typing needed
Compliance Dashboard
Visual compliance status for entire fleet with color-coded alerts
Expiration Alerts
Automatic email and SMS alerts at 90, 60, and 30 days before documents expire
Document Storage
Secure cloud storage for all driver documents with version history
AI Data Extraction
OCR automatically extracts license info from photos - no typing
Compliance Tracking
Color-coded dashboard shows fleet compliance at a glance
Complete Payroll & Timekeeping System
Automated payroll processing for drivers and staff with time tracking, tax calculations, direct deposit, pay stub generation, and complete tax document management
Time Clock & Timecards
Public time clock accessible from any device with automatic timecard creation and overtime tracking
Automated Payroll
Process payroll for hourly, daily, per-trip, and salaried employees with tax calculations and direct deposit
Pay Stub Generation
Auto-generate detailed pay stubs showing gross pay, deductions, taxes, and net pay with PDF delivery
Direct Deposit Setup
Secure bank account setup with encrypted storage and automatic ACH payment processing
Tax Forms & W-2s
Generate W-2s, 1099s, W-4s automatically with employee self-service access and IRS e-filing support
Payroll Analytics
Track labor costs, overtime trends, department expenses, and tax liability with detailed reporting
Multi-Rate Payroll
Support hourly, daily, per-trip, and salary pay types with overtime multipliers and bonus tracking
Flexible Pay Periods
Weekly, biweekly, semi-monthly, or monthly pay schedules with automatic period calculations
Automated Payroll
Process payroll for entire team with automatic tax calculations, deductions, and direct deposit in minutes
100%
Automated
4
Pay Types
Tax Document Management
Auto-generate W-2s, 1099s, and W-4s with employee self-service access and secure digital delivery
W-2/1099
Auto-Gen
IRS
Compliant
Background Checks & Motor Vehicle Reports
Streamlined driver screening with automated background checks, MVR requests, and pre-employment compliance verification
Automated Background Checks
Request background checks through integrated providers with automatic result tracking
MVR Requests
Generate and submit Motor Vehicle Report requests to all 50 states with status tracking
Pre-Employment Screening
Complete hiring compliance workflow from application to qualification file creation
Automated Driver Screening
Request background checks and MVRs from integrated providers, track results automatically, maintain complete hiring compliance
50
States
Auto
Tracking
100%
Compliant
Farm-Out Management System
Subcontract trips to vetted partner companies with automated compliance tracking, COI monitoring, safety rating reviews, and seamless communication
Partner Company Database
Manage farm-out partners with contact details, pricing, drivers, and trip history tracking
COI Tracking & Alerts
30-day expiration alerts for Certificates of Insurance with one-click email renewal requests
Safety Rating Reviews
Annual safety rating reviews with automatic reminders 30 days before review is due
Automated Trip Sheets
Auto-email partner companies with complete route details, stops, and downloadable PDF
Driver Management
Store partner company drivers for quick assignment with name and contact information
Performance Tracking
Monitor trip counts, revenue, ratings, and compliance status for each partner
Compliance Dashboard
Real-time alerts for expiring COIs and overdue safety reviews on compliance dashboard
Trip History & Stats
Track all farmed-out trips with clickable reservation links and revenue totals
Compliance Tracking
Automatic alerts for expiring COIs and safety rating reviews with one-click renewal requests
30-Day
Alerts
1-Click
COI Request
Automated Communication
Farm out a trip and partner receives full route details, stops, times, and PDF trip sheet automatically
Auto
Trip Sheet
W9 & Certificate of Insurance Management
Store your W9 and COI on file, send them to customers directly from quote emails, and manage incoming COI requests with a one-click carrier forwarding workflow
W9 on File
Upload your company W9 PDF once in Settings — it's always ready to send. Toggle it on when emailing a quote and customers receive it instantly.
COI Storage
Keep your current Certificate of Insurance on file for instant distribution. View or update it anytime from the Company Documents settings.
Customer COI Request Portal
Customers submit COI requirements via a secure public form — organization name, address, special instructions, and attachments. No login required.
One-Click Carrier Forwarding
Review customer COI requests in your dashboard and forward them directly to your insurance carrier with one click. Carrier email stored in settings.
Sending W9 with Quote Emails
Upload your W9 once in Settings → Company Documents. From that point on, whenever you send a quote email, simply toggle "Send W9 with this email" and the customer receives your W9 alongside their quote — no manual attachments, no hunting for the file.
- Upload once, reuse every time
- Toggle on/off per quote email
- Always up to date when you re-upload
COI Request Workflow
When a venue or event organizer requires a COI naming their organization, send them a secure link from the quote email. They fill in their details — you get notified, review everything, and forward to your carrier in one click.
- Customer submits org name, address, instructions
- Staff notified by email with full details
- One-click forward to insurance carrier
Accident Files & Incident Reporting
Comprehensive incident and accident management with driver reporting, photo documentation, public sharing, and insurance communication tracking
Two-Tier Classification
Drivers file incidents, staff upgrade to accidents based on severity assessment
Photo Documentation
Upload unlimited photos of damage, scene, vehicles, and conditions from mobile devices
Party & Witness Tracking
Document all involved parties, witnesses, police reports, and insurance information
Automated Notifications
Email accident reports to insurance companies with public view links and full documentation
PDF Export
Generate professional accident reports with all details, photos, and documentation
Public Sharing
Share accident files via unique URLs - no login required for insurance adjusters or attorneys
Communication Log
Track all emails sent about the accident with recipient names, dates, and sent by information
Incident Analytics
Track incident trends, common causes, and safety metrics across your fleet
Driver Incident Reporting
Drivers file incidents from mobile with photos, location, and full details. Staff reviews and upgrades to accidents when needed.
Mobile
Friendly
Photo
Upload
Public File Sharing
Email accident reports to insurance with secure public view links. No login required for adjusters to view full details and photos.
Secure
Links
Tracking
Company Compliance Management
Track DOT safety ratings, SMS scores, violations, insurance certificates, and operating authority with comprehensive compliance monitoring
Company Compliance
DOT number, authority tracking, safety ratings, and comprehensive compliance monitoring
Safety Ratings
Track FMCSA safety ratings and SMS scores across all BASIC categories
Violation Management
Document and track all violations, crashes, and roadside inspections
Insurance Management
Track all insurance policies with expiration alerts and coverage verification
Annual Reviews
Automated annual driver record reviews with MVR requests and compliance checks
Authority Documents
Manage DOT/MC authority, state permits, and UCR registration
DOT Safety Ratings
Monitor FMCSA safety ratings and SMS scores with intervention threshold alerts
7
BASIC Categories
Real-time
Monitoring
Operating Authority
Track DOT/MC numbers, state permits, insurance certificates with expiration monitoring
50+
Jurisdictions
Auto
Alerts
Enterprise-Grade File Sharing
Built for Teams
From organizing documents to requesting signatures, controlling access, and syncing cloud storage — everything your team needs to collaborate securely in one place.
Intelligent Organization
Create unlimited nested folders, drag-and-drop uploads, custom tags, bulk actions, and advanced filtering for complete file control.
Public File Requests
Send branded upload links to clients, vendors, or carriers. No login required. Files land directly in your designated folder.
Granular Access Control
Lock folders to specific users or entire groups (All Drivers, All Staff, All Admins). Admins always retain full access.
E-Signatures Built-In
Request signatures on any document. Signed copies auto-save to the same folder with full audit trail. No third-party tools needed.
Team Comments
Leave feedback directly on file previews, @mention teammates, thread replies, and resolve discussions with full notifications.
Automated Workflows
Configure folders to auto-notify your team when files are uploaded. Track every action in activity logs for compliance.
Perfect For Every Workflow
Contract Management
- Request signatures on contracts
- Auto-save signed copies
- Track approval status
- Full audit trail
Compliance & Documents
- Store driver files & licenses
- Track expirations
- Granular folder permissions
- Activity logging
Team Collaboration
- Leave file comments
- @mention teammates
- Resolve discussions
- Email notifications
Vendor Integration
- Request files with upload links
- No account needed
- Auto-file organization
- Instant notifications
Cloud Sync
- Connect Google Drive
- Connect OneDrive/SharePoint
- Create cloud shortcuts
- Direct file imports
Internal Workflows
- Auto-notify on uploads
- Approval workflows
- Version control
- Searchable archive
Unlimited
File Storage
Any file type
7-Day
Link Expiration
Secure sharing
100%
Audit Trail
Every action tracked
Real-Time
Notifications
@mentions & uploads
See Your Team's Collaboration Transform
Watch a live demo and see how Charter Quote Pro's file sharing system keeps your team organized, compliant, and collaborative.
Enterprise File Sharing &
Cloud Storage Integration
A centralized, intelligent document hub with Google Drive & OneDrive sync, e-signatures, file request dropboxes, inline commenting, and granular folder-level permissions — all in one place.
Unlimited
File Storage
Any file type
1-Click
File Requests
Public dropbox links
Google + OneDrive
Cloud Sync
Direct integration
Real-Time
Team Comments
@mention notifications
Intelligent Folder Library
Drag-and-drop uploads, nested folder hierarchies, custom tags, multi-select bulk actions, and advanced filtering. Build any folder structure your team needs.
File Request Dropbox
Send a branded email to anyone — clients, vendors, carriers — with a secure public upload link. No login required. Files land directly in the designated folder and you're notified instantly.
Granular Folder Permissions
Lock any folder to specific users or entire groups — All Drivers, All Staff, All Admins. Admins always retain full access. Lock icons show restricted folders at a glance.
Built-In E-Signatures
Request signatures on any document — signed copies are auto-saved back to the same folder with full audit trail. Works for team members, clients, or external parties with no login.
Inline Document Comments
Leave feedback directly on any file preview. @mention teammates — they receive instant email notifications. Thread replies, resolve discussions, and track open vs. resolved comments.
Upload Notifications & Workflows
Configure folder-level workflows to automatically email your team when files are uploaded. Activity logs track every action across your entire document library.
Google Drive Integration
Paste a share link to import directly
- Paste any Google Drive share link
- Files imported as clickable cloud shortcuts
- Configure full OAuth sync in Settings → Integrations
- Works with shared folders, files, and team drives
Microsoft OneDrive Integration
Connect your SharePoint & OneDrive
- Paste any OneDrive / SharePoint share link
- Files imported as clickable cloud shortcuts
- Configure OAuth in Settings → Integrations
- Supports personal, business, and enterprise accounts
Request Files from Anyone — No Login Required
Need a signed contract from a client? Insurance documents from a vendor? Simply select the destination folder, enter their email, describe what you need, and click Send. They receive a branded email with a secure upload link. When they upload, the file lands directly in the folder and you're notified instantly.
- Select folder → enter email → click Send
- Recipient uploads without any login or account
- File goes directly into your specified folder
- You receive an instant email notification
- Links expire automatically after 7 days
Pick folder & enter recipient email
Describe the file needed
Click Send — branded email delivered
Recipient uploads via secure link
File saved to folder, you're notified
Secure Document Sharing & E-Signatures
Centralize your team's documents with folder-level permissions, approval workflows, custom tags, and built-in electronic signature requests — all in one place.
Organized File Library
Create folders, drag-and-drop uploads, tag files for filtering, and sort by date, name, or size. Find any document in seconds.
Granular Folder Permissions
Restrict any folder to specific users or entire groups — All Drivers, All Staff, All Admins. Admins always retain full access.
E-Signature Requests
Send a signing request from any file. Recipients sign on a branded page — no login required. Signed copies are automatically saved back to the folder.
Upload Notifications
Configure folder-level workflows to automatically email team members when files are added. Admins always get notified of new uploads.
Folder-Level Access Control
Administrators can lock any folder so only authorized team members can see it. Grant access by individual user or entire groups — All Drivers, All Staff, All Admins, or All Customers — with a single click.
- Group-based access: All Drivers, All Staff, etc.
- Individual user invites by name or email
- Lock icon in sidebar shows restricted folders at a glance
- Admins always have full access — no lockout risk
Built-In E-Signature Workflow
Send signature requests directly from your document library. Recipients receive a branded email with a secure 7-day signing link — no account required. Signed copies are automatically stored back in the same folder with full audit trail.
- Works for team members, clients, or external parties
- Touch and mouse-friendly signature canvas
- Real-time status: Pending → Viewed → Signed/Declined
- Automatic reminder emails for pending requests
"Charter Quote Pro has transformed how we manage our fleet. What used to take hours now takes minutes."
— Fleet Operations Manager
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