Quotations
Build priced options, send them to the customer and turn the chosen one into a booking.
Screens
- The quotations screenAll your quotations in one list, filtered by status or found by customer, number or title, with the selected quotation shown beside it.
- The quotation page and the builderEverything on a quotation: the header, the banners, the option cards, the buttons and menu, and every field of the screen where you build it.
How to
- Build a quotation with optionsPrepare up to six options side by side for one customer, with prices, hotels and inclusions, and check exactly what the customer will see.
- Send a quotation to the customerSend the quotation link by WhatsApp, email or SMS, or copy it into any chat, and see what changes when the customer opens it.
- When the customer accepts or declines onlineWhat the customer does on the quotation link, and what you see and do afterwards: the Accepted status, the banner, the task and the owner's phone.
- Turn a quotation into a bookingBook the option the customer chose in one step: the customer, travellers, price and hotel rooms carry over, with an optional deposit.
- Duplicate, extend, decline or delete a quotationCopy a quotation to send new options, extend one that expired, record that the customer said no, or delete one you no longer need.
Understand
Questions and problems
- Quotations: questions and answersShort answers about options, prices, costs, validity, the customer's link, changing an accepted quotation and booking from a quotation.
- The quotation cannot be sent, opened or changedWhat to check when a quotation will not send, the customer did not get it, the link says expired, or you cannot edit or delete it.
Your next season deserves a better system
Set up your agency in an afternoon. Your team will thank you by the weekend.