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Organisation details of the requestor
Confirmed Date and time for the Activity
Quote value returned for user to accept
Easy to follow Status' of Tentative, Quoted, Accepted, Confirmed
To Convert to Booking, the quote must have one or more tours, and a Quote $ Amount
Instructions
It is best practice to read the documentation before trying to test a quote.
Set quotable and Locations : Configure Tours for Quotes
Review work flow : RBE Admin Quote Form
Create Users : To submit a quote request, the user must have an account with the Operator.
(see Add New User )
The Authenticated User must have the following:
a profile with the role ‘Agent’
a first and last name
a mobile contact number
a username and password
belong to an Organisation that has the role ‘Agent’
The Operator can send the user a link to their quote form using the Generate Link page