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How to Create a Holiday Quote

How to Create a Holiday Quote

Owned by Kerrie O'Sullivan
21 Jun 2023
4 min read

Also, see How to Create a holiday quote.

Create a Holiday Quote

Here is how >

  • Create an enquiry.

  • On the customer enquiry page, click on the tabs ‘QUOTES’ on ‘ADD QUOTE’

  • On ‘QUOTE BUILDER’ select ‘CREATE A HOLIDAY QUOTE’

 

  • You are now presented with an editable quote.

 

Edit the summary details, which is the first content box in the top left.

  1. Adding passenger numbers

  2. Price format → Total price or per person price

  3. Overview → to provide any additional information Tip One

Flights

  1. New Components

  2. Click Flights and choose ‘TProfile’

  3. For a quick quote, manually add in the dates and times, then use the drop-down option to add in the departure and arrival airports and save.

  4. For a full quote, enter all details, ie carrier, class, etc., and save.

  5. Add in the luggage allowance, or hand luggage only.

  6. You can add the return flight by ticking the ‘CREATE RETURN FLIGHT NOW’. It will use the same airports as departure but in reverse. You are still required to add other details.

  7. Select ‘SHOW DESTINATION INFORMATION’ this will pull in your banners and destination content.

Accommodation

  1. New Components.

  2. Click on Accommodation.

Search options

  • All hotel providers - use the drop-down box to select the provider.

  • All Countries - use the drop-down box to select the country.

  • Search by name - manually add the title of the hotel.

 3. Once you have selected the required hotel, you can preview it first before adding it to the quote.

4. Once you have selected the required hotel, click ADD TO QUOTE.

5. Manually add in the dates and times.

6. Select the number of rooms, room type, and board basis.

7. If more than one room and one is double and the other is a suite, - Click on ‘ADD A ROOM’.

8. The content will automatically drop into the overview - You can add or remove it.

9. Click Save or Save and add another.

 

All other components

Cruise - You can pull in a cruise from Widgety this way or create a cruise by manually adding in leg by Leg which is good for mini cruises.

Miscellaneous - Free Type, manually add in other options required. Example: Airport Lounge,

Car Hire - Manually add in car hire details pick up and drop off locations with the vehicle type, use the overview to add any extras like car hire insurance.

Transfer - Manual insert.

Attraction Ticket - Manual insert.

Excursions -Manual insert.

Escorted Tour - Manual insert.

Rail - Manual insert - use the drop-down boxes on the departure and arrival stations.

 

Edit ‘What’s Included’ by adding free text in the available box. After entering click on ADD and then the ‘SAVE’ button in the bottom right. Tip Two

Edit the price panel by clicking on the edit button ‘NEW PRICE OPTION’

  1. Option Name → Add or Rename the Title Example: Price From or Total Price.

  2. Deposit Amount → Deposit price and Deposit due date.

  3. Balance Due Date → If applicable.

Click on the add button to enter the price

  1. Price → Add your cost.

  2. Discount → Add an amount of discount and click display on the quote.

  3. Type → Select the holiday type.

  • Click Save.

Content Block

  1. TEXT - Free type extra information. Example: Gratuities included

  2. IMAGE - Upload an image from your computer.⚠️ Not recommended due to having the right pixels and sizes}

  3. Video - Upload a video. Remember there is already a video added to cruise quotes}

 

  • Check your quote and make any final edits.

  • Scroll to the top of the quote and copy the link via public view or click on the grey button and paste it into your agent email to send to the client or use TProfile email system.

 

 

Here is a link to show you how How to add a Youtube video to your quote

 

 

 

Tips

1, Overview - You can use this option to add extra information Example: About the holiday, upsell offers, or a personal introduction between the agent and the customer.

2, ‘What's included’ box, any component you add will automatically drop into what's included. Drag and drop into order, remove or add.

 

Why not follow each step in our handy video guide, you can access it by clicking here:

 

For further information, please contact our training manager, Kerrie O'Sullivan.

Email: kerrie@tprofile.co.uk