This feature allows you to create a reservation quote, set the date that it expires, and determine whether or not to hold the room from inventory. You can then send this quote to a guest, who can accept or decline online (or over the phone), provide a credit card, and confirm their reservation. The quoted room WILL show on the calendar ONLY IF the room was marked as “held” until expiration date.
BEFORE CREATING A QUOTE:
We recommend reviewing the new Email Template called "Quote" in your account (which is automatically created when you enable the Quotes feature flag). You can edit the verbiage as you would like before sending your first quote to a customer.
To create a quote for a customer:
1) Start by clicking Quote on the right side above the reservation calendar
2) Select the dates, room, rate type, etc. for the quote and click Continue
3) Click Create Quote after adding any relevant upsell items
4) The quote will open up and you can add details about the customer or reservation like usual. You can also set an Expiration Date and decide if you wish to Hold rooms until that expiration date. If you do not hold the rooms, then another customer will be able to book the room until the quote is accepted by the intended guest.
5) When you are happy with the final quote, click Send Quote at the top right. PLEASE NOTE you must have either a phone number or email address (or both) attached to the customer's profile in order to send it.
What now?
1) The guest will receive the quote link via email and/or text message as shown below
2) The guest can now open the quote and accept it, which will turn the quote into a real reservation, or can decline the quote and it will be cancelled.
3) If accepted, the guest will be given their confirmation number, and all normal processes will occur as if they booked online (automated confirmation email, etc)
If the guest would prefer to accept the quote over the phone, then your staff can convert it to a reservation manually in the PMS.
1) Head to Quotes in the upper left corner drop-down menu and find the relevant quote.
2) Click the "Convert to Reservation" button to create a reservation.
3) If instead the guest wants to decline the quote over the phone, you can click the Actions button in the upper right and choose "Cancel Quote."