Can I save a quote for a customer who is still deciding and send it to them so they can book it later?
General QuestionsCan I save a quote for a customer who is still deciding and send it to them so they can book it later?
Can I save a quote for a customer who is still deciding and send it to them so they can book it later?
Yes, in most set ups you can build a quote, save it against the customer, and send it to them as a link or a document they can open later. You can usually put two or three options side by side, add your own notes about what is included, and have your own markup already built into what the customer sees, so the quote looks like a proper offer from your agency rather than a raw search result.
The honest limit is that a saved quote is not a held price. Flight and hotel rates are live and come from the supplier at the moment of searching, so when your customer opens the quote later the system checks again and the price may have moved or the option may have sold out. That is not a fault in the software, it is how the airline and hotel systems work. Some airlines do allow a short ticketing time limit or a hold on a fare, and some hotel rates are more stable than others, but this varies by supplier and by fare type, so it cannot be promised across the board.
Whether the customer can turn the quote into a booking themselves in one go, or whether someone on your team has to reprice and rebook it, depends on the suppliers you are connected to and on the plan you are on. Many agencies also like to see which quotes turned into bookings and which went quiet, so they know who to chase.
It is worth checking with us which of your connected suppliers allow a hold on a fare, and how long your quote links stay live, then agreeing a simple follow up rule with your staff so quotes do not go stale.
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