Line Drive Trucking
About This App
Create, manage, and e-sign Customer Pricing Agreements in one place.
Updates / Changelog
Quick notes on what changed and what to expect.
January 24, 2026
- New top navigation bar across the internal app (Draft Form, Workspace, Security, About).
- Added this About page with a simple changelog and usage guide.
January 23, 2026
- Draft form: “Bill-To same as Customer” toggle to auto-fill and lock Bill-To fields.
- Draft form: percent and minimum-charge fields auto-format as you type.
- E-sign: signer can override their displayed title; optional restricted carrier signer list with typed signatures.
- Workspace: privileged users can return a finalized draft to editable status before a customer signing link is created.
What it is
This portal helps the Line Drive team produce consistent, auditable pricing agreements.
- Draft agreements using the Draft Form.
- Finalize and generate signing links.
- Track activity and keep an audit trail in the Agreement Workspace.
Typical workflow (Sales + Manager review)
Your exact role name may vary, but the workflow is the same: Sales drafts the agreement, then a Manager/Admin approves before anything customer-facing is sent.
1) Draft (Sales)
- Open the Draft Form and fill out the agreement details.
- Use Save Draft while working (keeps your progress tied to the agreement number).
2) Submit for review (Sales)
- Click Finalize to submit the draft for approval (this locks the draft while it’s reviewed).
- If you need changes later, you’ll either get a “Revision Needed” response or you’ll start a new draft (depending on where the process is).
3) Review & decision (Manager/Admin)
- Open the agreement from the Agreement Workspace and review the draft.
- Approve, request revisions (with field comments), or reject.
- Optional: restrict Sales from sending customer links / unwatermarked PDFs after approval.
4) Send to the customer (after approval)
- E-sign: generate a customer signing link and send it to the customer.
- Wet-ink: print a Wet Ink Packet, have it signed by hand, then upload scans via Wet Ink Intake.
5) Track completion
- Use the Agreement Workspace to monitor status, activity, and the audit trail.
Roles & responsibilities
Permissions are role-based. The labels may be customized by your admin, but the responsibilities are consistent.
- Sales (Salesperson): creates drafts, submits for review, and addresses revisions.
- Manager (Account Manager) / Admin: reviews submissions, approves or requests revisions, and controls customer delivery rules.
- Admin: manages users, role labels, signing rules, defaults, and security-wide settings.
Why PDFs are watermarked
Watermarks protect agreement integrity by preventing unapproved drafts from being treated as final.
- Unapproved statuses (Draft / Pending Review / Revision Needed) include an “UNAPPROVED DRAFT” watermark.
- Approved agreements remove the draft watermark once finalized.
- Sales delivery restrictions may add a “CUSTOMER DELIVERY RESTRICTED” watermark, even after approval, when enabled by a Manager/Admin.
E-sign vs wet-ink (hand-signed)
Both methods produce a completed agreement, but the steps differ.
- E-sign: best for fast turnaround. The customer signs online using a secure signing link.
- Wet-ink: best when a physical signature is required. Print, hand-sign, then upload scans.
- Wet Ink Packet (QR): includes a QR mark used to match uploaded pages to the correct agreement during intake.
PDF types (what to send)
The Draft Form supports multiple PDF modes so you can generate the right version for the right audience.
- Internal: for internal review and collaboration.
- Customer Copy: for customer-facing use (signature-focused).
- Wet Ink Packet: for printing and scanning back in (includes QR mark for intake).
Account security
Use Account Security to keep your account protected.
- Update your password.
- Enable multi-factor authentication (MFA), when available for your account.
Need help?
If something looks wrong or a link doesn't work, check below first or use the support form at the bottom of this page.
- Check your role-based access (some pages are limited to admins).
- Confirm you are logged in (you'll be redirected to Login if your session expires).
- Submit a support request below ↓
📬 Submit a Support Request
Have a question, issue, or suggestion? Let us know and we'll get back to you.