Before you start
Working on quotes requires sales permission. Guest lookup and sending have additional permissions.
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Use New quote from Bookings or Offer in the guest conversation. The larger quote view supports a complete proposal when the request needs more detail or several units.
Start in the booking or conversation
Garden studioAlex Rivera · A-1043 nightsQuoteDraftArrival23 OctDeparture26 OctGuest2 guestsSourceDirect- Entry point
- Bookings or guest conversation
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Choose dates, guest count, channel and required features before reviewing availability. Check the actual units included in the quote, particularly when the proposal contains more than one.
Match units to the request - Available units
- Units included in the proposal
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Review the final terms and use the supported sending path. For a Direct offer, inspect the payment link and booking result separately rather than treating delivery as confirmation. Manual quotes remain available independently of automatic recommendations.
Send the reviewed offer - Offer
- Reviewed terms and recipient
Check the result
The conversation or booking contains the reviewed offer and its recorded outcome, distinct from payment or stay confirmation.
Limits and prerequisites
A quote is not a confirmed stay. Sending a payment link does not prove payment.

