Can the software put together a quote for a customer that I can send them before they pay anything?

General Questions
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Asked by Priya Patel 📅 Oct 4, 2026 10:13 AM

Can the software put together a quote for a customer that I can send them before they pay anything?

Answer

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Answered by Kavita Menon 📅 Oct 4, 2026 10:23 AM

Yes, in most cases you can build a quote on the software and send it to your customer before any money changes hands. You search for the flights or hotels in the normal way, pick the options you want to offer, add your own markup and a few notes about what is included, and save the whole thing as a quotation under your own brand. Your customer can then receive it as a document or a link to look at in their own time.

The important thing to be clear about is that a quote is not the same as a held seat or a held room. The prices and availability you captured came from the supplier at that moment, and they can move before the customer says yes. Some suppliers change fares and room rates several times a day, so an older quote may need to be refreshed before you take payment. It helps to put a validity date on your quotes and to tell the customer plainly that the final price is confirmed when they pay.

How much a quote can do depends on your plan and on the suppliers you are connected to. Showing a few alternatives side by side, adding your own day by day itinerary text, hiding your cost and showing only the selling price, and turning an accepted quote straight into a booking without typing everything again are all common, but not every setup includes all of them. Where a supplier sends us limited information, the quote can only show what we receive.

Before you build your sales process around quotes, tell us how you normally send offers to customers so we can confirm which parts are available on your plan, then try one real quote from start to finish and see how it looks at the customer end.

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