Creating quick quotes (for client documentation)

Creating quick quotes (for client documentation)

Quick Quote

A Quick Quote is a basic and simple quoting procedure to enter the air, land, insurance or other trip information on a single screen and will allow for production of a professionally presented documentation from a consultant. By creating quotes within Travel Services, the Administrator can also review a ‘Quote to Booking’ Report to follow up quotes.

Note that LAND can consist of Accommodation, Transport, Tours and Other items...

• Click NEW (Ctrl+N) for a new QUOTE on left List Bar
• Complete CLIENT DETAILS & BOOKING DETAILS for the Main Passenger
• Remember to type the Full First Name
• Add additional passengers under PASSENGER & VISA DETAILS area
• Click the TRIP INFORMATION on the left List Bar and Click QUICK QUOTE

• Complete the Quick Quote Screen. Use browse buttons to select services and suppliers as this will pick up the details to appear on quote (Note that you can type in Supplier Names that MAY NOT already exist as codes in your database. These can be added at a later date)
• Fill in the various sections of the Quick Quote screen: AIR, INSURANCE, LAND, and OTHER SERVICES –
• Which ever are applicable. Each section is filled in independently and saved after completion.
• Each section can be filled in more than once to allow you to accommodate multiple flight options, accommodation, tours etc...
• Clicking the Hands to the Right of the screen will then Re-Display entered information in each section for checking prior to Closing Quick Quoting Screen
• Click CLOSE QUICK QUOTING SCREEN and return to TRIP INFORMATION Screen
• The components of the QUICK QUOTE will be displayed as OPTIONS. These can then be converted into a Quote or up to THREE separate Quotes and previewed, printed, edited, faxed or E-mailed to your clients