Summary:
Include visa requirement details directly in your client’s quotation for a more complete proposal.
Steps:
When creating or editing a quote, go to the Notes or Visa Information section.
Click Add Visa Requirement.
Select the traveler’s nationality and destination.
Insert visa requirement details into the quote.
Save and preview the updated quote.
🔔 Tip: This helps clients plan ahead and reduces last-minute travel issues.
Common Questions:
Q: Can visa details be automatically added?
A: Yes – if you use the Visa Requirement Lookup tool before creating the quote, you can auto-insert the information.