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How do I create a Quote?

*This article is outdated, check out our new Help Desk at https://intercom.help/travefy

To create a quote or proposal, you can simply start by creating a new trip. You can build the itinerary however you would for your quote and in the "Trip Description" section, you can enter a trip price. 

If you have additional price information that you would like to include, you can include it in the Description section or add a new event to the itinerary and you can label it "Trip Pricing Information" or whatever you wish and you can drag and drop it to add to the beginning or end of the itinerary. 

When you are ready to share the quote with your clients, you can share by pressing "Send to Clients" and send it via the shareable itinerary link or PDF. 

Click here to see a finished quote example.

Click here to see how to build another version of a quote

Watch this quick how-to video:

 

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