Quotations: questions and answers
Short answers about options, prices, costs, validity, the customer's link, changing an accepted quotation and booking from a quotation.
How many options can a quotation have?
Up to six, named A to F. Every quotation needs at least one. Two or three are usually enough for the customer to compare without getting lost.
Can the customer see my cost or margin?
No. Our cost per person and the margin are only for people in your team who can see costs. The customer's page shows the price per person and the total only.
Do I need a trip to make a quotation?
No. Choose Somewhere else, no trip yet for a tailor-made trip. When you book it, you choose the travel dates and the system makes a trip for those dates.
Can I change a price after I sent the quotation?
Yes, while the customer has not accepted it: click the price on the option card, type the new price and press
Enter. The customer's link shows the new price at once. Tell the customer, or press Send again.
Can I change a quotation after the customer accepted it?
No. An accepted or booked quotation is locked so that you book exactly what the customer chose. Duplicate it, change the copy and send it, or book it and change the booking.
How long is a quotation valid?
Until its Valid until date: 7 days from creation unless your agency changed it in Settings → Preferences → Quotes are valid for. You can set another date on each quotation.
The customer opened the link but the status still says Draft. Why?
The status follows the link only after you send the quotation with Send on WhatsApp, Send by email or Send by SMS. A quotation shared with Copy link stays Draft. Send it from the quotation next time.
How do I know when the customer chose an option?
The status becomes Accepted, the person who made the quotation gets a task due today, and Owner's phone lists it under Waiting for you. See When the customer accepts or declines online.
Can I book a quotation that the customer did not accept online?
Yes. If the customer tells you their choice by phone or in person, press Customer chose option … on that option. See Turn a quotation into a booking.
Who sees our quotations?
Everyone who can view quotations in the quotation's branch. A quotation belongs to its trip's branch, or to the branch of the person who made it when there is no trip.
Can I see what the customer sees?
Yes. Press Customer view under the options, or Open customer view in the ⋮ menu. While you build the quotation, What the customer sees shows the same page in Arabic or English.
Related articles
- How a quotation moves from draft to bookingEvery quotation status and what moves a quotation into it, how validity and automatic expiry work, and why a quotation locks after it is accepted.
- 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.
- 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.
- Lead and quotation statusesEvery status, stage and lost reason of leads and quotations, what each one means and what moves a record into it.