Sales & quotes

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

Email quoteSMSWhatsAppCopy linkPDFProposal analytics

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 opens a draft with itinerary link. SMS and WhatsApp pre-fill message text. Copy link for paste anywhere. 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 Sales desk.
Open in TourPulse
5
Follow up leads
Set status: New → Contacted → Quoted → Booked. Schedule follow-ups and reply via WhatsApp from the desk.
Open in TourPulse

Continue learning

Package builder — step-by-step

How to use the Sales desk

Ready to apply this in your workspace?