How to add quote
Adding a quote in Tourflow involves creating a detailed proposal for a client's travel itinerary. This includes selecting services like accommodations, transportation, activities, and meals, while applying automated pricing and markups. Once finalized, the system generates a professional quote document that can be shared directly with the client. Below are the steps to add quotes:
- Log in to your Tourflow system account: Access your dashboard by logging into your Tourflow account.
- Navigate to find Guest on the menu. Click on the Detail icon in order to see any of the guest's details.
- When you're on the guest overview page, click on Quotes to see the many other options.
- Under Quotes, there are different categories of vendors for you to add quotes to. There are hotel, meal, guide, transportation, service, and flight. Select any one of the options.
- After that, click on Create in order to add quote. Fill in the necessary details for each of the categories, and click Submit to complete your process.