Quotation Management
Available nowPut together a quotation from the enquiry's itinerary and your own masters. Save proven packages as templates, choose a presentation style, and send the result as a PDF, by email or as a web link you can track.
New Quotation
Vikram Mehta · Bali · 6N/7D · 2 Adults + 1 Child
Stays
From the enquiry's itineraryPalm Grove Resort
Seminyak · Deluxe Room · Breakfast
Rice Terrace Villas
Ubud · Pool Villa · Breakfast
Transport, sightseeing & flights
Airport transfers & intercity · Private SUV
Ubud day tour · Temples and rice terraces
Nusa Penida excursion · Full day, shared boat
Return flights · BLR ⇄ DPS · 3 travellers
Summary
Shared link viewed 3 times
Capabilities
Pick hotels, room types, meal plans, sightseeing and vehicles you have already set up.
Stays follow the enquiry's itinerary — its destinations, cities and nights per stop.
Add flights, cruises and add-on services to the same quotation.
Spell out exactly what the price includes and what it doesn't.
A clear summary of the price, section by section.
Choose a Classic, Modern or Premium style for how the quotation looks.
Save a finished quotation as a template, or build one, and apply it to the next enquiry.
Download a PDF, send it by email or share a web link — and see when the link is viewed.
Workflow
A typical flow for Quotation Management in Travel CRM.
Open the enquiry and start a quotation — or apply a saved package template.
Pick hotels, transport and sightseeing from your masters.
Choose a presentation style and share it as a PDF, an email or a web link.
See when the link is viewed, then convert the accepted quotation into a booking.
Who it's for
Consistent, professional quotations, whoever on the team prepares them.
See the workflow for Travel AgenciesSignature tours saved as templates and quoted in minutes.
See the workflow for Tour OperatorsMulti-city programmes built from your local supplier inventory.
See the workflow for DMCsFAQ
Yes. Duplicate a quotation, or save it as a package template and apply it to the next enquiry.
As a PDF, by email from the CRM, or as a web link they can open in any browser.
Yes. For shared web links, the CRM shows when — and how often — the link has been viewed.
Related
Sales & Lead Management
Capture every travel enquiry and move it from first contact to a confirmed trip.
Booking Management
Confirm trips and keep services, payments and documents together.
Travel Inventory Masters
Hotels with room types, meal plans and images.
See how Travel CRM would work with your enquiries, packages and team. The demo is free and built around your workflow.
Already a customer? Log in to Travel CRM