How to Send Multiple Quotes to Your Client

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.

1. Using SafariOffice

2. Download and use your own system

Sending Multiple Quotes Using SafariOffice

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.

1. Create the quote(s) you want to share with your client.

2. Go to Step 4 (Finish & Share) for each additional quotes.

3. Select the option to Download use your own system.

4. Copy the link to the Digital Itinerary and download the PDF quote document.

5. In Step 4 (Finish & Share) of the final quote.

6. Select Using SafariOffice and send the email.

Make sure you inform your client all proposals are in the email, paste the copied Digital Itinerary links into the email body. Add the downloaded PDF documents as attachments.

7. Send the email to your client.

Sending Quotes Using Your Own System

If you prefer to use your own system, follow these steps:

1. Create all the quotes for your client.

2. Download the PDF documents and copy the links to the Digital Itineraries for each option.

3. Send the digital itineraries and PDF documents.

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