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Quotation Manager

The Quotation Manager is a core feature of our DMC travel software, designed to create professional, accurate and visually engaging proposals in less time. It brings together itinerary details, pricing, guest information and media in one organised workspace, making it easier for inbound tour operators to manage complex trips from start to finish. Each element of the screen is built for speed and clarity, helping you produce quotations that win clients and maintain consistent quality across your services.

The interface of the Quotation Manager is shown in the sample image below. Briefly outlined here are its main functions, with each section explained in the numbered descriptions that follow.

Quotation Manager Layout

Quotation Manager – Key Screen Elements

  1. Shows included meals for the day: (B) Breakfast, (L) Lunch, (D) Dinner.
  2. Displays the mode or means of transport for the day.
  3. Options to add up to five images for the day using various upload methods.
  4. Title and description for the day’s itinerary.
  5. Customer ID, guest name and email address. Indicates whether the booking is direct or via another travel agency.
  6. Quotation ID and version, start and end date, and trip duration. If the first version is not approved or requires changes, save a new version and apply revisions.
  7. Up to 45 services can be added per day, each displayed with a distinct icon (see icon reference). Services can be set to visible or hidden in the guest’s quotation.
  8. Option to add two additional hotels, useful for large groups or for providing separate accommodation for guides or staff.
  9. Add up to five images per day to enhance the guest’s quotation.
  10. Opens the map screen to create or edit the itinerary using Mapbox.
  11. Currency and language settings. Choose from over 20 default currencies. Invoice and communication languages can be set independently.
  12. Shows the number of guests in the quotation, divided into adults, children and infants.
  13. Calculation overview sortable by day or description. Lists all daily services with the option to export to Excel. Profit, VAT and commissions can be added here.
  14. Total amounts in the selected currency and the price per person.

Remarks and Main Actions

You can add internal remarks to the quotation. The main action buttons are:

  • SAVE: Saves automatically if idle for 15 seconds.
  • SAVE AND CLOSE: Saves and closes so another staff member can edit. Only one staff member at a time can edit a quotation.
  • CLONE: Duplicate the quotation for the same or another customer.
  • SAVE AS PACKAGE: Save the quotation as a package to reuse for future guests.
  • IMPORT PACKAGE: Insert an existing package into one or more days of the quotation.
  • CREATE QUOTATION: Combines all elements to produce the complete guest quotation.
  • IMPORT 3RD P. QUOTE: For DMCs using the Travel Manager, import or export quotations between agencies, enabling multi-country quotes in a single click.

Learn more about how the Quotation Manager works as part of our full DMC travel software and explore other tools designed to help you save time and deliver exceptional service.

Example of an online quotation made with our Quotation Manager

View the full screen version of this package