Quotations

Building a quotation in six steps

Trip basics, pricing, itinerary, inclusions, terms and review. A live preview on the right shows the total and the quote as your customer will see it.

Updated November 5, 2026•2 min read

Where to find itMainQuotationsNew QuotationOpen in admin

Click "New Quotation" on the Quotations page, or "Create Quotation" on an enquiry to start with the customer filled in. The step bar at the top lets you move between steps in any order, and the blue panel on the right keeps a running preview: guest, travellers, dates, duration and total payable.

Quotations page with counters for Open quotes, Won, Win rate and Expiring or expired, tabs for All, Draft, Sent, Accepted, Rejected, Expired and Converted, and a table of three draft quotes QT-0001 to QT-0003 — Older revisions of a quote are grouped under its latest version.

1. Trip basics

Pick a package (optional) to copy its itinerary, inclusions and price. Then set the trip title (it is the headline on the PDF), the customer’s name, email and WhatsApp (used later by the Send button), traveller counts and travel dates.

Good to knowThe quote number is set when the quote is created and does not change after that. To start numbering from a different figure, change "Next quote number" in Quotation Settings before you create the quote.

2. Pricing

Add one line per cost: a description, price and quantity. Tag each line as Stay, Transport, Activities or Other so the PDF groups them. Below the lines you can add a discount, tax (for example GST at 5%) and rounding. The totals are calculated for you.

Pricing step with three lines: Premium houseboat 1 night for 18,000 tagged Stay, Munnar resort 3 nights at 7,500 tagged Stay, and Private Innova airport to airport for 14,000 tagged Transport, with a subtotal of 54,500

3. Itinerary

The day-by-day plan, copied from the package if you picked one. Add, reorder, edit or delete days. "Fill dates" puts a date on every day from the trip start, and changing Day 1’s date moves every later day with it. The itinerary is optional.

Itinerary step showing Day 1 Arrival in Kochi, Day 2 Kochi to Munnar and Day 3 Munnar Sightseeing, with Fill dates and Add day buttons and a note that changing Day 1’s date moves every later day

4. Inclusions

Included and Not included, side by side. Type and press Enter to add a line, or click one of the suggestions below each list (Airport pickup and drop, Travel insurance and so on).

Inclusions step with four Included lines and four Not included lines, plus suggestion chips such as Airport pickup and drop, Airfare / train fare and Travel insurance

5. Terms

Who signs the quote (name, title, phone and email of the consultant), the cancellation policy and the terms. These come from your Quotation Settings. Change them here for this quote only, or use "Edit defaults" to change them for all future quotes.

Terms step with a "No one signs this quote yet" box and Add button, and empty Cancellation policy and Terms and conditions sections each with an Add button and an "Edit defaults" link

6. Review

The whole quote on one screen, laid out like the PDF: trip summary, costing by section, subtotal, tax and total. Each section has an Edit link back to its step. Saving creates the quote as a Draft. Nothing is sent until you press Send.

Review step showing a blue summary card for Kerala Backwaters Christmas Break (18 to 22 Dec 2026, 4 nights, 2 adults and 1 child, valid till 19 Nov 2026) and the costing table with subtotal 54,500, GST 5% 2,725 and total 57,225

Next Sending a quotation and following it to a booking

Related in Quotations

Sending a quotation and following it to a bookingSend by email or WhatsApp, record the customer’s answer, revise if needed, and turn an accepted quote into a booking.Quotation settings: numbering, defaults and messagingSet your GST and IATA numbers, quote numbering, validity, currency, default consultant and terms once. Every new quote starts from them.

Still stuck on this?

We can walk you through it on a short call, or fix it if something is broken.

Report a bug