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How to Create and Send a Quotation

Inez Mugure avatar
Written by Inez Mugure
Updated over 3 months ago

Summary:

Create and send professional travel quotations to your clients directly from Triply in a few easy steps.

Steps:

  1. Go to Quotes > New Quote.

  2. Enter client details or select from your existing client list.

  3. Add services (flights, hotels, activities, transport, etc.).

  4. Adjust pricing, discounts, or markups as needed.

  5. Preview the quotation.

  6. Click Send to email it directly to your client.
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πŸ”” Tip: You can save a draft and come back to complete it later.

Common Questions:

Q: Can I attach documents to a quote?

A: Yes – you can attach PDFs, itineraries, or brochures before sending.


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