When you generate a quote in CiiRUS, it will be saved for future reference. From a saved quote, you can:
Override the pricing or apply a discount
Email it to the potential guest
Convert it into a confirmed reservation
You can also email multiple quotes to the guest at a time so they can compare the available units and prices before making a decision.
How to locate a saved quote
To locate a saved quote, go to:
Reservations > Saved Quotes
Either enter the quote ID reference number or find it in the grid by searching for the guest name or quote date
Quote Folio
To view more details about a quote, open the Quote Folio. It looks very similar to the Reservation Folio, where you can see the guest's contact information, quote dates, and financial details.
To open the Quote Folio, double-click the quote in the grid.
Updating financials
Before emailing a quote to a potential guest, you may have agreed on a discounted price, or they may want to add optional extras, such as pool heat or a BBQ grill. Like in the Reservation Folio, you can add extras, update the reservation rates, or override the grand total of the quote in each relevant section of the Financials tab.
Emailing a single quote
From the Quote Folio, you can email the quote to the potential guest. To do, click on "Quote Actions > Email quote."
From the popup,
Specify the quote template.
Enter the email address. You can send the quote to multiple emails by separating them with a comma.
Choose to preview the quote email first, or click send.
Emailing multiple quotes
You can send multiple quotes to a guest in one email. This is a great way for the guest to review their options and compare prices before booking.
To email multiple quotes:
Go to Reservations > Saved Quotes.
Locate the saved quotes you want to send and select them using the checkbox in the first column.
Click "Email Quotes."
From the popup,
Specify the quote template.
Enter the email address. You can send the quote to multiple emails by separating them with a comma.
Choose to preview the quote email first, or click send.
