The quotation maker is very useful if you often create quotations / price offers for your customers.
The process starts with a search box where you enter the dates, search type (exact dates, flexible dates or inclusion of unavailable resources) and optionally other search criteria (number of persons or any other custom resource properties). You can also enter the customer's personal details for the quotation and for your reference.
In the next step you can include/exclude any resource found in the search, you can override the default price, and also add custom notes to any resource.
In the last step you're presented with a WYSIWYG editor with the offer generated for you based on your own templates (which you configure during the setup). You can now freely edit the offer to introduce any last changes and download it as PDF.
At any time in the future you can access the saved offers, download them again with new changes, and even use direct booking links to quickly make a reservation when the customer makes the final decision. Note that you can also include direct booking links into the PDF for your customer.
Acheter comme abonnement | Conditions d'achat |
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CHF 15/mois | Commencer un abonnement mensuel a cet extension. L'extension sera hébergée sur nos serveurs, donc aucune installation n'est nécessaire. C'est la façon la plus simple d'utiliser l'extension. Le premier mois est toujours gratuit pour vous donner du temps pour bien tester l'extension. Après les 30 jours d'essai les frais mensuels seront débités automatiquement de votre compte jusqu'a l'annulation de l'abonnement a cette extension. Le solde de votre compte Planyo doit être positif pour commencer l'essai. |