Creating and Sending Quotes
Quotes take shape from the guest's conversation and wait for you to review, adjust, and send. This article covers what a quote contains and how to prepare, send, and update one.
Starting a quote
Most quotes appear on the conversation automatically once the guest shares their stay dates and party size. If key details are still missing, the quote shows Missing Information until the guest answers.
To start or adjust a quote yourself — for example after a phone call — open the conversation and edit the booking details: check-in and check-out dates, adults, children, infants, and room preferences.
Quotes with multiple room options
A quote can present several room options, each with its own room type, price, and cancellation policy. If your hotel has a connected PMS, availability and prices come from it, so options reflect live inventory. The guest sees the options side by side and picks one; while they decide, the quote shows Options Presented.
What a quote contains
- Stay dates and the guest count
- One or more room options with nightly and total prices
- Included products and services, such as breakfast, city tax, or a welcome drink — your required items appear on every option
- The cancellation policy that applies to the chosen rate
- Any additional notes you add for the guest
Reviewing and sending a quote
To send a quote:
- Open the conversation and find the draft message that presents the quote.
- Check the dates, guest count, prices, and included items.
- Edit anything that needs a human touch.
- Send the message. The status changes to Sent once the guest receives it.
How the guest receives it
The guest gets a message on whichever channel they wrote on — chat, WhatsApp, or Instagram — containing a link to the quote. Opening the link shows the full offer, and from there the guest can pick an option, accept, or decline.
Sending an updated quote when details change
To send an updated quote after dates, guest count, or preferences change:
- Edit the booking details on the conversation, or let the guest's latest message update them.
- Review the refreshed prices and included items in the new draft.
- Send the updated message to the guest.
To understand each status a quote can show, see Quote Statuses Explained, and for validity periods see Quote Expiry and Follow-Ups.