Sending Quick price quote

Booking Manager gives you the ability to send Quick Price Quotes to your clients from the main screen.

1. Selecting the boats

Boats are easily selected. Just click on them on the main screen. If you want to select multiple boats hold the CTRL key and click on any boat that you want to include in your quote (1.).

After you have selected all boats press Add to Quote (2.).

2. Adding to qoute

After you pressed Add to qoute the list of  selected boats will appear in the preview on the right (1.). This feature now allows you to add multiple boats in multiple terms into the same price qoute.
When you are done, press Send (2.)

3. Selecting the client

After you pressed Send a new window will appear in which you can select:

Agents/Clients, single or multiple, from your address book (1.)
You can modify the discount by amount or give a fixed discount higher in percentage than the regular discount shown in the main window (2.)
Select the language in which the offer will be sent (3.)
If you are sending an offer to the agent you can modify the commission by larger amount than set by default (4.)
After you are done press Send Price Quote (5.)

4. Sending the offer

After you pressed Send Price Quote, a new message will open from your Outlook with e-mail fields already filled.

Recievers of this mail are the Charter company (1.) and all selected clients (in the Bcc field) (2.).

5. Customizing the Quick quote

There are three things that you can customize in your Quick quote.

5.1. The greeting message

You can enter the standard greeting message for your price quote by going to Preferences > Message settings > E-mail price quote (1.).
This message will be shown above the price quote.
The message can be translated by clicking on the flag and selecting the language you want (2). English language is obligatory.

5.2. The footer message

You can enter the standard greeting message for your price quote by going to Preferences > Message settings > Price list note (1.).
This message will be shown above the price quote.
The message can be translated by clicking on the flag and selecting the language you want (2). English language is obligatory.

5.3 Message template

By entering Preferences > Printing options > Price quote template (1.) you can completely modify the template of the price quote.

This however requires you to have some HTML knowledge since this is done best in HTML source (2.)