Sending Quick price quote

Booking Manager gives you the ability to send Quick Price Quotes to your clients from the main screen.

1. Selecting the boats

Boats are easily selected by selecting them on the main screen. If you want to select multiple boats hold the CTRL key and click on any boat that you want to include in your quote (1.).

If you want to change the currency or filter the boats according to other parameters, click on More (2.) button.

Once the filter opens you can filter the Status of the boats (1.) between available or boats under option.

You can select the Currency (2.) in which you want to send the quote in (default currency is Euro). The prices will automatically recalculate according to exchange rate. For more details on exchange rates please refer to chapter 1. of How to send offers/invoices with alternative currency article.

Next, you can filter boats on the main screen according to number of cabins (3.), wc/showers (4.) or year of build (5.)

You can filter a certain week in the year (6.), certain type of the boats (7.), either Sailing boat, Motor boats, Catamarans etc. or the product (8.) like bareboat, crewed, cabin etc.

Finally you can filter the boats according to the particular equipment items they have (9.)

After you have selected the filters press close (10.).

The filtering will most likely cancel your previous selection so you will have to add boats from filtered results again before you can proceed to add to the quote.

2. Adding to quote

You can Add to quote by clicking on traditional Add to quote button (1.), or you can click on the selected boat, hold the left mouse button and drag it to the right, the Quote column will open (2.) and release the mouse button to drop the selection into the quote.

The list of selected boats will appear in the preview on the right. You can change the order of the boats in the quote if you click on one boat (1.), hold the left mouse key and drag it below (or above) the other boat(s) (2.) and then releasing the mouse button to drop the boat (3.) in the desired place.

Each boat in the offer can be assigned optional extras to be sent. Click on the button (1.) to open Options and discounts editor (2.) and select from the Options tab (3.) which options you what to send in the quote (4). You can select extras for each boat separately.

You can then select Discounts tab (1.) and you can add any discount from your Discount types editor to your quote and for each boat separately (2.)

Once you made you Options and Discounts selection click on Save and close (3.).
When you are done, press Send (4.)

3. Selecting the client

After you pressed Send a Price Quote Wizard will appear in which you can select:

- Agents/Clients, single or multiple, from your address book (1.)  When the address book opens you are able to use its powerful filters to select the clients that you wish to target. For example this is how to quickly find all clients that still haven't make a booking in the current season
- You can modify the discount by amount or give a fixed discount higher in percentage than the regular discount shown in the main window (2.)
- Select the language in which the offer will be sent (3.)
- If you are sending an offer to the agent you can activate the commission by placing a check and entering the percentage (4.)
- By placing a check on Advanced (5.) you are now also able to set whether the commission should be calculated without VAT and change base from and base to for boats in the quote.
- You can press Attach documents (6.) and add additional documents to be sent with the quote.
- After you are done press Send Price Quote (7.)

4. Sending the quote

After you pressed Send Price Quote, a new window will open e-mail fields already filled.

It shows how the E-mail is being sent (1.), like e-mail message by default and will show whether it is send through Outlook or as a direct message from the program.
Alternatively you can choose to send it like e.g. Mailchimp newsletter.

Receiver of this mail is the selected client (in the To field) (2.).

The quote will include the Obligatory extras (3.), selected Optional extras (4.) and selected Discounts (5.) by name.

The quote itself is in the Attachment (6.) and you can add additional attachments if required (7.)

NOTE: If you are including in your quote a boat that is under option at the time of the sending, this will be shown in the quote along with the number of days until expiration of the option.

Press Send (8.) to proceed.

If you are sending quote directly from the system pressing Send will complete sending.

If you are using Outlook, the Outlook window will open and you will have to complete sending from there.

5. Customizing the Quick quote

There are three things that you can customize in your Quick quote.

5.1. The greeting message

You can enter the standard greeting message for your price quote by going to Preferences > Message settings > E-mail price quote (1.) and enter your standard custom message (2.).
This message will be shown above the price quote.
The message can be translated by clicking on the flag and selecting the language you want (3). English language is obligatory.

5.2. The footer message

You can enter the standard greeting message for your price quote by going to Preferences > Message settings > Price list note (1.) and write your custom note (2.).
This message will be shown above the price quote.
The message can be translated by clicking on the flag and selecting the language you want (3). English language is obligatory.

5.3 Message template

By entering Preferences > Printing options > Price quote template (1.) you can completely modify the template of the price quote.

This however requires you to have some HTML knowledge since this is done best in HTML source (2.)