Can I send my customer a quote with a few options and then turn it into a booking if they agree?

Yes, you can normally build a quote for a customer and turn it into a booking later without typing everything in again. Most agency software lets you put together one or more options for the same trip, add your own notes and your markup, and send it out as a tidy document under your own branding. If the customer picks one of the options, you open the quote again and carry it through to booking, so the names, dates and contact details you already entered are kept.

The part to be careful about is the price. A quote is your offer to your customer, not a hold with the supplier. Flight and hotel rates can move between the day you send the quote and the day the customer says yes, and a room or fare that was free can sell out. When a quote is turned into a live booking, the system goes back to the supplier for a fresh price and a fresh availability check, so sometimes you will need to tell the customer the cost has changed or offer them one of the other options instead. Putting a short validity line on your quote, such as valid until the end of this week, saves a lot of awkward conversations later.

How much of this you get does depend on your plan and on how your account is set up. Anything we do not connect to, such as a cruise, a local tour or a visa service, usually has to be typed in as a free text line with your own price, which is fine for a quote but will not book itself.

The best next step is to ask us to walk you through the quoting screen on your own setup, so you can see exactly what your customer receives and check that the wording and layout suit the way you sell.