Quotes

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

Navigating Quotes

From the Main Menu click on Bookings > Quote

Click in the Search Field to find a quote by Quote No / Contact Name / Agent

Click on any of the subheadings and it will arrange the specific column in chronological order

Click on the Pencil Icon to open any of the exisiting Quotes to edit