TL;DR
- Create a quote with dates, vehicles, and pricing.
- Review fees, discounts, and add-ons before sending.
- Share the quote with the customer.
Steps
Open Sales → Deals → Quotes
Open Sales → Deals → Quotes for proposals across deals. You can also choose Create quote inside a deal or start from Fares; existing selections carry into the composer.
Select the customer
In Deal, choose New deal or search for an Existing deal. Capture a person, company, or contact in place. Creating a quote inside a deal starts at Trip.
Add dates, vehicles, and pricing
In Trip, choose pickup and return dates in the shared Booking calendar, then adjust each time. Confirm vehicle/category, pickup/return branches, delivery, and program. In Price, choose fare and protection, calculate the preview, and review billing items, discounts, taxes, and deposit.
Save and send the quote
In Review, inspect the proposal, total, separate deposit, validity, and primary-quote choice. Choose Create quote or Create deal and quote. The saved quote opens inside its deal; Send quote is a separate action. PDF language and breakdown options appear when downloading or sending.
Validate your work
- The quote shows the right dates, vehicles, and totals.
- Fees, discounts, and add-ons apply as expected.
- After you explicitly send it, the customer receives the quote.
- Opening an alternative quote leaves the primary quote unchanged.
- If a save is interrupted, use Retry save to recover the same records.