How to share client quotes
Email, SMS, WhatsApp, copy link, and PDF — before you publish.
Time
5 min read
Steps
5 actions
Level
Beginner
For
Sales coordinator
What you'll achieve
Clients receive a professional itinerary link; you track views and enquiries.
Before you start
- →Package with itinerary (draft OK)
Step-by-step instructions
- 1
Open Share on the package
In the builder, go to the Share step (or tour detail Share panel). The system creates a snapshot link on first share.
- 2
Choose a channel
Email quote sends from Tripitour. SMS, WhatsApp, and copy link pre-fill message text with your proposal URL. PDF opens print view.
Pro tipPrice on the client page is off by default — share itinerary first, discuss price on call. - 3
Refresh after changes
If you change hotels or days, click Update shared quote so clients see the latest snapshot.
- 4
Track views and enquiries
Link opens and Get a quote form submissions appear on the Share panel stats and in Enquiries.
Open in Tripitour - 5
Follow up enquiries
Set status: New → Contacted → Quoted → Booked. Schedule follow-ups and reply via WhatsApp from Enquiries.
Open in Tripitour
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