Overview
ResPax Quote Forms can be used to request a quote with Tour and Accommodation Operators using the ResPax system. Users can request an account prior to submitting a request by directly contacting the operator and asking, or Users can also continue as a guest, and a profile will be created on your first request.
Understanding Quote Forms - Learn about what quote forms are and how they work in the Respax system. It is best practice to read this documentation first before trying to test a quote.
Configure Tours for Quotes - Learn how to configure a tour for a quote form. This must be done first in order for quotes to work.
Add Quote- Learn how to Add a Quote (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
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Click on the Pencil Icon to open any of the exisiting Quotes to edit
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Add a Quote
Click on the Add Quote Button
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Fill out the details. The fields in red below are mandatory fields.
If there are no shared location or sub location you will need to create one. Click here to learn how.
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Review the changes made and then click on Save Changes or select the Back Button to go back to the previous page.
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Click +Convert to Booking Button to convert the quote to a booking
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