Estensione - Quotation maker
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.
| Comprare come abbonamento | Condizioni di vendita |
|---|---|
| CHF 15/Mese | Buy monthly subscription to the extension. The extension is hosted on our servers so no installation is required. This is the easiest way to use the extension. First month is always free of charge so you can test the extension. After the initial 30 days your planyo account will be automatically billed the monthly fee until you cancel the subscription for the extension. Your account balance must be positive in order to start the monthly trial. |