Send a quote and convert it
Quote a client before they commit. Build it line by line, then turn the accepted quote into a booking or a pro forma invoice in one click.
- 1
Build the quote line by line
Add a line for each room, activity or transfer. The subtotal adds itself up, then set VAT and how long the quote is valid.
- 2
Send it, or mark it as sent
Email it to the client or download the PDF. Booking opens a new booking already filled in from the quote.
- 3
Accept & Convert when they say yes
The quote is marked accepted and a pro forma invoice is created with the same line items.
More how-to guides
How to add a staff memberGive a teammate a loginTrack staff certificationsHow to add a vehicleHow to add a roomHow to create a bookingTake bookings on your own websiteTurn an enquiry into a bookingInvoice a booking and track paymentKeep a firearm registerLog vehicle maintenanceNever miss a renewalRoster shifts and approve leaveTake deposits online with PayFastSet up your tours and ratesRun your rooms day to dayGet found on ZAtours and Route22Never leave without the binocularsBill regular clients on autopilotKnow what is happening without logging inKnow what is on every vehicleYour rules, in one handbookSee what your team really costsKeep your operators and suppliers in one placeKnow your profit on every deliveryStop double bookings with Airbnb and Booking.comDraw your reserve on the mapSet up your reserve teamLog every sighting from the field
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