Quotations

Sending a quotation and following it to a booking

Send by email or WhatsApp, record the customer’s answer, revise if needed, and turn an accepted quote into a booking.

Updated November 5, 2026•1 min read

Where to find itMainQuotationsOpen in admin

Open a saved quote to see its progress bar: Draft, Sent, Accepted, Booked. A blue box under it always says what to do next.

Quotation QT-0001 page with a progress bar Draft, Sent, Accepted, Booked, a "Next: send it to Priya Sharma" box with a Send quotation button, PDF, Edit and More buttons, the trip summary, costing, total payable 57,225 and client details

Sending

Click "Send quotation". The email and WhatsApp number come from the quote; change them if needed.
Click Send next to Email, or next to WhatsApp. The customer gets the quote PDF.
The quote moves to Sent, and its Activity panel records how and when it went out.

Send quotation dialog with the email address and a Send button, the WhatsApp number and a green Send button, and a note pointing to settings when a channel is not connected — If a channel is not set up yet, the dialog tells you and links to the setting that fixes it.

TipPrefer to send it yourself? Click PDF to download the quote and attach it anywhere.

Recording the answer

Once sent, the box changes to "Waiting for" the customer. When they reply, click "Mark accepted" or "Declined". Quotes past their "valid until" date show as Expired. A declined or expired quote stops the progress bar and points you to Revise if you want to send a new offer.

Changing a sent quote

A sent quote is locked, so the customer’s copy always matches your records. To change prices or days, open More and choose "Revise (new version)". You get an editable copy under the same quote number. The earlier version stays on record and is grouped under the new one in the list.

Turning it into a booking

When a quote is accepted, the box offers "Convert to booking". The customer, trip, travellers and total carry into a new booking, and the quote moves to Booked. See Recording bookings and payments for what comes next.

Draft: Saved, not sent. Fully editable.
Sent: With the customer. Locked; revise to change it.
Accepted: The customer said yes. Ready to convert.
Rejected: The customer said no. Kept for your records and win rate.
Expired: Past its valid-until date without an answer.
Converted: Became a booking.

PreviousBuilding a quotation in six steps Next Quotation settings: numbering, defaults and messaging

Related in Quotations

Building a quotation in six stepsTrip 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.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.

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