Quotation settings: numbering, defaults and messaging

Open Quotations and click Settings at the top right. This is also the "Set up quotation details" step on the dashboard checklist.

Click to enlarge

• Header identity: website, GST or tax number and IATA number, printed at the top of every quote PDF. Your logo and address come from Company Profile.
• Quote number prefix and Next quote number: for example QT- and 4 gives QT-0004 next. Set the next number when you move to Tripluka from another system and want to carry on your old sequence.
• Valid for (days): how long a new quote stays valid. It sets the "valid until" date on the PDF.
• Currency for new quotations.
• Prepared by: the default consultant’s name, phone and email on the PDF. Change it per quote on the Terms step.
• Cancellation policy, terms, payment notes and footer text used on every new quote.

Sending quotes from your WhatsApp Business number

Further down the same page you can connect the WhatsApp Business API, so the Send button delivers the quote PDF as a WhatsApp document. You need a Meta Business Manager account.

1. In Meta Business Manager, open WhatsApp, then API Setup. Copy the Phone number ID and the WhatsApp Business Account ID into the matching fields.
2. Paste a permanent System User access token with WhatsApp messaging permission. It is stored encrypted and never shown again.
3. Enter the name of a Utility message template you created in Meta for quotations (lowercase letters, numbers and underscores).
4. Save, then check the template status. It shows Pending Meta review, Approved, or Rejected with Meta’s reason.