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.
TIP
Admins can customize everything about shared quotes — fonts, sections, hide-prices, branded/non-branded variants — from the Quote Templates settings.
Read the full Share Quote documentation 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). When the customer confirms, proceed to conversion — select the final quote (and option), verify details and set up payment instalments.
Done
That completes the sales loop: lead → quote → share → follow-up → conversion. Next, learn what happens after conversion in the Reservations and Tour Operations guides.