Clients often want to compare different itineraries before making a booking. Providing all quotes in a single email helps them easily review their options. In this article, you will learn how to send multiple quotes at a go.
There are two ways to go about it.
Using SafariOffice
Download and use your own system
To send multiple quotes through SafariOffice, get the links and PDF documents for your additional quotes first, and then add them to your final email.
Create the quote(s) you want to share with your client.
Go to Step 4 (Finish & Share) for each additional quotes.
Select the option to Download use your own system.
Copy the link to the Digital Itinerary and download the PDF quote document.
In Step 4 (Finish & Share) of the final quote.
Select Using SafariOffice and send the email.
Send the email to your client.
If you prefer to use your own system, follow these steps:
Create all the quotes for your client.
Download the PDF documents and copy the links to the Digital Itineraries for each option.
Send the digital itineraries and PDF documents.
#12 How to Share a Quote with a Client
This tutorial will demonstrate of how to complete 'step 4' of the Quote creation process allowing you to send the quote directly to the client.
