Understanding Quote Form

Owned by support_howto
20 Dec, 2024
2 min read

ResPax Quote Form (released March 2023) allows for OBE Agents and Public users to submit a quote request and RBE Admin users to accept the quote, and convert into a Booking. 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.

The OBE 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

The RBE Admin 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

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