How to Use Our Powerful Travel Quotation Management

By moonstride | 21 April 2022

Say goodbye to the time-consuming quotes. Create quotations in a go with moonstride. Our travel CRM solution is here to make your life easier.

moonstride’s Travel Quotation Management – How it works

Our quotation organisation tool focuses on six major areas:

Management
Passengers details
Services
Pricing
Documentation
Validity

Let’s take a look at how each of these areas includes features and mechanisms to make your life easier.

#Management
You will be able to see all the quotations at a glance thanks to our intuitive interface. If you can’t find what you’re looking for, you can narrow it down by reference number, departure date, destination and so on.

You will also have a detailed view of your sales flow. You’ll never again misplace a quotation slip.

#Passengers’ Details
Knowing your customers is the best way to figure out what services to provide them with. Record as much information about them as you can! And make notes to ensure that either suppliers or internal users meet their needs. Later, you can export their details to create reports or allocation lists for your team or suppliers.

#Services
I’d like to tell you about four services or features in this section:

1. Travel Service
Search for and add services to your inventory. Furthermore, it integrates with third-party suppliers to find the best prices in real-time.

The built-in “GET FLIGHT DATA” functionality saves you from having to manually enter all the flight data. You just have to provide your flight number and dates and system will pull out the flight information.

And you can also parse the PNR using our PNR parser. Enter the PNR, and the platform will fill in the rest of the itinerary information for you.

2. Package Builder
Create packages that will pique your customers’ interest and inspire them. Make them wonder about your products by using descriptions or photos. You can also load pre-packaged items to avoid having to make them from scratch. Save time and inspire your customers!

In fact, you can clone quotes while keeping the original to make any necessary changes.

3. Task Management
You’ll be able to see what tasks are being completed and who is carrying them out at a glance. Your team’s coordination will improve, and your passengers will enjoy the increased fluidity of your work.

The tasks will appear in the Dashboard as well as at your enquiry/quote/booking level where you can organise and distribute the work.

4. Tag Management
Customise your tags to make it easier to identify quotes and find what you’re looking for. You can organise them by priority, destination, or type, and group them so that you can access them quickly. It’s a productivity booster!

#Pricing Manager
Mistakes are no longer an issue with our pricing manager. Prices, rates, and input costs from a third-party integration are automatically set. Predefine your markup rules, and the system will calculate the margin that corresponds to you.

Your customers will receive prices in a completely transparent way. You’ll be able to see the supplier costs, payment due dates, and customer prices for each travel service. Include discounts and extras as needed!

It’s a productivity booster!

You can specify your terms and conditions for each quotation. Ensure that both your company and your customers are protected. You can even make your own templates and update or change them as and when needed.

#Documentation
Interactive and eye-catching, impress your clients with professional quotations. You can easily distribute them via email, PDF, or weblinks. Furthermore, your customers will be able to consult them both online and offline thanks to the mobile application.

Everything from generating ATOL certificates to booking vouchers and invoices can be generated as a document from the system.

#Validity
Allow the system to lighten your load. To manage deposits based on the type of service or departure date, create predefined deposit rules. The validity rules ensure that the quotes expire on their own. This prevents price fluctuations.

It’s also applicable to exchange rate fees. This way, you can be certain that the price remains valid throughout the quoting process. To ensure that customers pay on time, the platform will automatically send reminder emails to them.

moonstride, Here to Help You

Do you still want to know more about our quotation system? Our team is ready to answer your questions and explain how it can help your travel company. Set up a call with our team here, and don’t forget to ask for a free, no-obligation demo.

moonstride is a platform that aims to automate and simplify your work. As a result, the time you save can be used to delight your customers or to complete other important tasks. You can have a look at more features here, such as the Tour Itinerary Builder or the Enquiry System.