Quotes and Pro Forma
Prepare quotes in the system, not in Word
Giving a quote to a group or a corporate customer means typing the price and package in Word or Excel, preparing the pro forma separately and calculating costs in yet another spreadsheet. On top of that, which quote went to which customer gets lost among emails.
In Turasistan App, quotes and pro forma invoices are prepared in the system and kept on the customer card. You calculate the tour cost in the same place and set your price accordingly.
Quotes, pro formas and costs in one place.
Traditional method vs. Turasistan
|
Traditional method |
With Turasistan |
|---|---|
|
Quotes are prepared in Word or Excel |
Quotes are prepared in the system with the customer record |
|
The pro forma is prepared separately |
The pro forma is prepared in the same place |
|
Costs are calculated in a separate spreadsheet |
The tour cost is calculated in the system |
|
Quotes get lost in emails |
Quotes and pro formas are kept on the customer card |
What you can do
- Quotes: Prepare quotes for your customer or group.
- Pro forma: Issue the pro forma to give the customer before payment.
- Cost calculation: Calculate the tour cost and set your price accordingly.
- Archive on the customer card: See the quotes and pro formas you have given on the customer card.
Who is it for?
- Travel agencies giving quotes to corporate customers and groups
- Agencies working with organizations that require a pro forma before payment
- Tour operators that want to set prices based on costs
Learn more
See quote, cost and invoice management on our Accounting and Finance page, and the customer card on our CRM and Communication page. Quotes, pro formas and cost calculation are included in the Full Package.