04 — Quotations & Documents

Professional quotes
that win more trips

A group tour quotation isn't just a price. It's a trust signal. Operators who send polished, versioned quotes with clear terms close more trips — and have fewer disputes later.

Quote — Washington D.C. 2026
Version v3 — Current
Quote total $94,500
Per person (twin) $1,890
Valid until Nov 30, 2025
Status Awaiting sign-off
Status
Inclusions listed ✓ 8 items
Exclusions listed ✓ 4 items
T&Cs attached ✓ Signed copy
Client sign-off ⏳ Pending
Why it matters

The document that wins — or loses — the trip

A group tour quotation isn't just a price. It's a trust signal. Operators who send polished, complete, versioned quotes with clear terms close more trips — and have fewer disputes later.

How it works

From quote to signed agreement — in one flow

Quote — v3 inclusions
4 nights accommodation (twin)
All ground transport
Guided tours × 3
Daily breakfast
Group leader place (FOC)

Send quotes that set expectations clearly

Every quotation shows clients exactly what's included, what's excluded, and what the quote assumes. Versioned so they always see the latest — and you can track what they reviewed before signing.

Itemized inclusions list per trip
Exclusions and assumptions clearly flagged
Payment schedule built into the quote view
Version history visible to operator, not client
Digital sign-off
Signed by J. Williams, Principal
Date signed Oct 14, 2025
Method Digital — browser
T&Cs version v2.1 — confirmed

Go from quote to signed agreement in minutes

When your client is ready to proceed, they review the current quote version, confirm the inclusions, and sign digitally from their browser. No printing, no scanning, no emailing. The signed copy is stored in the trip record immediately.

Digital signature from any browser — no app needed
T&Cs confirmed and timestamped with every signature
Signed copy attached to trip record automatically
Notification sent to operator when client signs

See the quotation workflow live

Book a demo and we'll walk through a live quote creation and sign-off using your actual trip type.

Book a Demo
Common questions

Frequently asked

Active trip limits depend on your plan — Starter allows up to 6 active trips, Growth up to 20, and Enterprise is unlimited. Completed or archived trips don't count toward your limit.

Yes. All plans include a 14-day free trial with full access to every feature in your chosen plan. No credit card required. Book a demo and we'll show you this feature in action before you sign up.

Yes. All plans include an onboarding session. Growth and Enterprise plans include a dedicated setup call where we configure your first trip and train your team before going live.