There are multiple ways to start a quote for your customers, the 3 most common are listed below. 

  1. Quick Add > New Quote (always visible in upper right corner) 
  2. Calendar (click and drag across dates) 
  3. Quotes Menu > New Quote

This article will take you through quoting a customer from the Quotes Menu

Quotes Menu

New Quote Menu:

  1. Select dates in the top left corner (see below) 
  2. Results include all the available vehicles and utilization history 
  3. Total Price are displayed to easily communicate to your customer
  4. Select the + Start Quote button on the chosen vehicle

Finalize & Send Quote

  1. Include Add-ons + Additional Fees
  2. Determine Insurance Coverage (will pull from your default under Premium Services) get insurance, custom insurance, reject insurance, delivery only
  3. If get insurance or delivery only, select a Protection Package
  4. Include any available Premium Services or Discount Codes before sending to the customer
  5. Deliver the quote to a new or existing customer
  6. Once completed, +Create Quote

Reservation Page

You've successfully built the quote, once you review all the details and Confirm email address  “Send Quote”

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