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Understanding Quote Form

Understanding Quote Form

Owned by support_howto
Last updated: yesterday at 05:35
2 min read

The ResPax Quote Form (released March 2023) allows for OBE Agents and Public users to submit a quote request for a specific tour/activity. Admin users (i.e. reservation staff) can then choose to accept, reject or edit the quote in RBE. Once a quote has been accepted reservation staff 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

 

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

 

Click here to learn how to Configure Tours for Quote Form