Sending, revising and converting a quotation to a booking
How to get a saved quotation in front of a client by email or WhatsApp, what happens once it’s sent, and how an accepted quote becomes a booking.
Open any saved quotation to reach its detail page — trip basics, the full costing table, cancellation policy and terms, all in one place, with PDF, Send, Edit, Revise and Convert to booking actions right at the top.
Click "Send" to reach the send dialog. You can send by email or WhatsApp directly from this screen — no downloading the PDF and attaching it yourself in a separate app.
What "sending" locks
A quotation freezes the moment it is first sent, so the client always sees exactly what they agreed to — you can no longer edit its pricing or itinerary in place. Every send is logged, so the quote’s history shows at a glance whether it went out by email or WhatsApp, and when.
Revising a sent quote
Need to change something after sending? Click "Revise" on the quotation. That opens a fresh, editable copy under the same quote number (e.g. QT-0001 stays QT-0001, just on a new revision) rather than creating a disconnected new quote — so your numbering and the client’s reference stay consistent across back-and-forth negotiation.
Converting to a booking
Once the client accepts, click "Convert to booking" on the quotation. Its trip details, pricing and traveller count carry straight over into a new booking — see Recording and tracking bookings for what to do from there.
Related in Quotations
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