Quotation
With a myriad of features, work faster, smarter and deliver a more personalised service to your customers. moonstride’s quotation builder separates the ordinary from the extraordinary and will turn quotes into bookings.
moonstride’s quotation management software streamlines the entire quotation process with the ability to create fast and flexible quotes, which are error-free and look visually stunning. Send quotations to customers with ease and provide an easy way for them to pay.
moonstride’s quotation management system provides all the tools you need to create and send quotations. These include:
For more features, click here.
Designed to make your life easier, our quotation management software helps you create tailored day-by-day packages within minutes. Easily manage dynamic pricing, share quotations and provide an easy way for customers to pay. With intuitive notification rules, get real-time updates on the status of every quotation and increase the chances of converting them into bookings.
You can create multiple quotations associated with one enquiry. All quotations are stored centrally to ensure you save time and keep your workload organised. Easily view all quotations associated with a single enquiry in the quotation management system and gain insight into the enquiry’s stage of the sales cycle.
Add travel services from a variety of sources and maximise your ever-growing product offering with moonstride. Quickly search and add travel services loaded from your product inventory, enter travel services manually or integrate with third-party suppliers and book the travel services you need directly within the platform.
With moonstride, you can connect with multiple suppliers and global distribution systems and make the booking process simple and effective with real-time availability and confirmation. Gain access to the best negotiated rates and extensive global travel product content, direct from within moonstride’s quotation software. Here are just some of the integrations supported by moonstride:
For more details, please click here.
To create and send a quotation, you will have to insert the lead customer details to email them the quote and associated documents. However, it is not necessary to add co-customer details at this stage.
Easily send the customer their quotation via email, weblinks, or PDF directly from within the platform. Even better, let them view their dream trip on the mobile app where they can access all the information on or offline. Access to itineraries has never been easier and customers can view them on the go and in real-time speeding up the booking process.
All arrangements are laid out day-by-day and costs are clearly presented, so your customer knows exactly what is included within their quotation.
Create predefined deposit rules to suit your business needs. Based on these configurations the system will automatically work out the deposit amounts for you. For more details, please click here.
Using our moonstride CRM, each itinerary/quotation can be saved as a template, to save you time and avoid having to create each itinerary from scratch. All documentation is built on HTML templates making it easy to edit them suited to your customers’ requirements. Work more intelligently, improve your turnaround time, and sell more.
Using our internal email communication system, you can send emails to the customer at any stage of the sales cycle and view all correspondence directly within the moonstride platform.
moonstride’s supplier confirmation management offers a two-way system, which emails all of the travel details to suppliers so they can quickly confirm availability directly within the platform. The system will notify you when each supplier responds, allowing you to ensure that all services are available before sending the quotation to the customer. Not only is the risk of error reduced but communication with the suppliers is improved.
Our moonstride platform syncs all customer email correspondence to its associated quotation so you can easily locate all correspondence with a click of a button. Know what’s happening with each quotation and improve your customer relationship.
Yes, with moonstride you can hide the visibility of a particular service or day so it is not shown within the customers’ documentation.
With a click of a button, you can clone an existing quotation and edit accordingly. Use it to make amendments for an existing enquiry or use it as a template for a new enquiry and save time.
Yes, using our flexible itinerary builder you can include all the details required for each travel service. Include content-rich information and high-definition photos and make your itineraries stand out.
With moonstride’s dedicated note management tool nothing is left to chance and notes can be made visible on supplier or customer documentation or hidden from documentation subject to your preferences.
Our moonstride platform provides flexibility to upload a variety of jaw-dropping images to use for cover images in itinerary documents. Personalise the cover image to the holiday and stand out from the crowd.
Add in costs your way, with the option to add costs manually, pull through pre-loaded rates, or input costs from a third-party integration. When adding in costs the system calculates the expected margin and mark-up for you based on pre-defined rules. For each quotation, these pre-defined rules can be edited based on your preferences.
You don't have credit card details available. You will be redirected to update payment method page. Click OK to continue.