---
title: Quotation Sharing | Software Training
description: Training on sharing package quotes with customers via WhatsApp, Email, PDF and Word.
---

# Quotation Sharing

Training on sharing package quotes with customers via WhatsApp, Email, PDF and Word.

Once you have created the Package Quote, it is ready to be shared with your customers. From the trip's details page, open the latest quote and use the share options. Let's practice each channel.

## Via WhatsApp

If the guest's phone number is available, click the WhatsApp share button — a pre-formatted message opens with the package details, prices and your branding details. Toggle options let you control what is included (e.g. per-person prices, price breakup grouped by service type, trip reference ID).

## Via Email

Use the email share option to copy the fully formatted quote email — destination images, hotels, day-wise itinerary, prices, inclusions/exclusions and terms — and send it from your email client. The appearance (greeting, fonts, section order) follows the templates configured by your admin.

## PDF and Word Downloads

Download the quote as a branded **PDF** for professional sharing, or as an editable **Word document (.docx)** — useful for B2B agents who re-brand quotes. If your business profile changed after generating files, use **Regenerate Files** to refresh them.

Multi-option quotes present all package categories with option-wise prices, so the customer can choose.

## Automation Sharing

Beyond manual sharing, [Notify by Sembark](https://sembark.com/travel-software/docs/notify-automated-communication.md) automates customer messages over WhatsApp — booking confirmations, payment reminders, vouchers and trip reminders go out at the right moments without your team typing them. The same trigger setup is designed to extend to email and other channels.

## Payment Links

With the [Payments by Sembark gateway](https://sembark.com/travel-software/docs/payment-gateway.md) enabled, every shared quotation, voucher and invoice carries an embedded **payment link**. Customers pay online — card, UPI or Netbanking — and the trip's payment records update automatically, so sharing a quote also kicks off the collection.

:::tip

Admins can customize everything about shared quotes — fonts, sections, hide-prices, branded/non-branded variants — from the [Quote Templates](https://sembark.com/travel-software/docs/quote-templates.md) settings.

:::

Read the full [Share Quote documentation](https://sembark.com/travel-software/docs/share-quote.md) for all options.

## After Sharing — Follow-ups

Log a follow-up with a reminder date on the query so the lead does not go cold ([Follow-ups and Tags](https://sembark.com/travel-software/docs/query-followups.md)). When the customer confirms, proceed to [conversion](https://sembark.com/travel-software/docs/query-conversion.md) — select the final quote (and option), verify details and set up payment instalments.

:::success Done

You've shared the quote through the right channels. Next, keep the lead warm and revise quotes on the fly in [Follow-ups and Amendments](../followups-and-amendments/).

:::

## Training Navigation

Current page: [Quotation Sharing](https://sembark.com/travel-software/training/share-quotes.md)

### Sales

* [Sales Overview](https://sembark.com/travel-software/training/sales.md)
* [Leads and Queries](https://sembark.com/travel-software/training/leads-and-queries.md)
* [Package Quotes](https://sembark.com/travel-software/training/package-and-quotes.md)
* [Quotation Sharing](https://sembark.com/travel-software/training/share-quotes.md)
* [Follow-ups and Amendments](https://sembark.com/travel-software/training/followups-and-amendments.md)
* [Conversion](https://sembark.com/travel-software/training/conversion.md)
* [Cancellation and Drops](https://sembark.com/travel-software/training/cancellation-and-drops.md)
* [Remaining Payment Tracking](https://sembark.com/travel-software/training/remaining-payment-tracking.md)
* [Tour Co-ordination](https://sembark.com/travel-software/training/tour-coordination.md)

### Accounting

* [Accounting and Payments](https://sembark.com/travel-software/training/accounting.md)

### Reservations

* [Hotel Reservations](https://sembark.com/travel-software/training/reservations.md)

### Tour Operations

* [Tour Operations](https://sembark.com/travel-software/training/tour-operations.md)

### Data & Administration

* [Data Management](https://sembark.com/travel-software/training/data-operator.md)
* [Administration and Reports](https://sembark.com/travel-software/training/admin.md)