How do I create a Quote?

Platinum Plan subscribers only: Go to the Quote Page then follow the instructions below.

1/ Enter the Request Details

This section contains the details of the request - the dates, other requirements and the contact information.

Click on the New Request button

Click on the appropriate request line in the Requests or Done Tab

If you have more than one property, choose Any or a specific one.
Arrival Date and either the Departure Date or number of nights.
Min and (optionally Max) number of bedrooms.
The email address if the quote is to be emailed.
Optional number of Adults/Children/Infants (Adults+Children = number of sleeps).
Optionally answer any questions in the Response Tab (bottom-left) - these get included in the email in a Notes section.
Optionally complete the other request fields - they will not affect the quote.
Click the Update button when done.

Click on the Quotes Tab (to the right) to see the quotes that the system has generated.

If there are no quotes then there were no matches - either no property is available or the bedrooms or max number of sleeps did not match
If you have quotes then review them and choose whether to include them in a quote or not by (un)checking the checkbox for each.
You can optionally edit each quote by clicking on them to open them up and changing the fields shown. Follow the mouse-over instructions there and be sure to click the Apply Changes button when your changes are ready.
If your quotes show zero value then no dates and rates have been set up for the dates in the request - set these up in Setup->Quotes

When you are ready, click either the Send Response button to have the quote sent directly (without review) or the Preview/Edit Response button to review or edit the email before sending.
If Preview/Edit is clicked then a new window will open showing the quote email that has been created. Edit this if needed and then click the Send button.