Quotes & Proposals
Create branded travel proposals, send to customers via email or WhatsApp, and let them accept or decline online.
Creating a Quote
- Go to Quotes and click + New Quote
- Select the Customer
- Optionally link to an Inquiry and Itinerary
- Enter Quote Title (e.g. "Sri Lanka Luxury 8 Days")
- Set Valid Until date — creates urgency for the customer
- Set Currency and Deposit (fixed amount or percentage)
- Add Inclusions and Exclusions (one per line)
- Add Terms & Conditions
- Click Create Quote
Adding Line Items
After creating the quote, add pricing line items. Each item has:
| Field | Example |
|---|---|
| Description | Accommodation (hotels per itinerary) |
| Details | 4-star hotels, breakfast included, twin share |
| Quantity | 8 (nights) |
| Unit | night / person / group / package |
| Unit Cost | $85 |
| Total | Auto-calculated ($680) |
Add as many line items as needed. The subtotal, discount, tax, and grand total are calculated automatically.
Sending the Quote to Your Customer
From the quote view, click Send to Customer. This opens a dedicated send page (/public/quotes/send-quote.php) with 3 options:
- Email — sends a branded HTML email with a "View My Proposal" button. Customer name and email pre-filled from the customer record.
- WhatsApp — sends a message with the proposal link via WhatsApp Cloud API (if connected) or opens wa.me link
- Copy Link — generates the proposal link for you to share manually via any channel
You can also add a personal message that appears at the top of the email.
What the Customer Sees
The customer receives a link to tourrova.com/quote.php?token=XXX. This is a beautifully branded proposal page showing:
- Your agency name, quote title and number
- All line items with pricing breakdown
- Total amount and deposit required
- Inclusions ✓ and Exclusions ✗ lists
- Terms & conditions
- Valid until date
- Accept / Decline buttons
- Print as PDF button
Accept / Decline Flow
When the customer clicks Accept:
- Quote status changes to Accepted in TourRova
- You receive an instant email notification
- The customer sees a confirmation message
When the customer clicks Decline:
- They can optionally enter a reason
- Quote status changes to Rejected
- You receive an email with their reason
Converting an Accepted Quote to a Booking
From the accepted quote view, click Convert to Booking. The booking is pre-filled with all quote data and the customer record. Review, set dates, and save to create the confirmed booking.