The ResPax Quote Form (released March 2023) allows for OBE Agents and Public users to submit a quote request for a specific tour/activity. RBE Admin users (i.e. reservation staff) can then choose to accept, reject or edit the quote in RBE. Once a quote has been accepted by the reservation staff they can convert the quote into a Booking so that payment can be made and the booking can be confirmed.
Note: Quotes are independent of the Operators inventory. The do not take availability or prices, and can be scheduled for any date and any time and price.
Quote Form Workflow
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The OBE Quote form supports the following:
Filtering by the tour option “ Quotable”
Filtering all available Tours by Location and sub-Location
Requesting a custom ‘Other’ tour and adding description
Suggesting a Date Range for the activity
Suggesting a Requested Time for the activity
Adding anticipated numbers of Adults and Child participants
Providing Primary Contact details for the request.
No availability or Prices are required to submit
A list of all requests by the the logged in user with status
Options to Submit new requests and Accept quoted forms
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The RBE Admin Quote form supports the following:
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
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Click here to learn how to Configure Tours for Quote Form