🆕 What's New

Recent updates to the Quote Generator

Latest

🔒 Supplier price check

Every quote is now automatically checked against the supplier document. A Supplier Price Check card appears in the editor — green when all prices match the supplier, amber if an option's price isn't found in the supplier doc or the per-person × pax doesn't add up to the total. It's a safety net to catch a mistyped price before it reaches a client — it never changes your prices.

↩ Undo AI changes

After any AI edit, an ↩ Undo Last Change button appears below the chat input. Click it to revert — supports up to 10 steps back.

📧 Quote acceptance email

When a client clicks Select This Package and submits their details, you automatically receive an email with the resort, price, dates, and the client's contact info.

💳 Price markup tool

Enter a percentage in the Price Markup panel to apply a markup to all option prices at once. The quote auto-saves after applying.

📱 WhatsApp send button

The Send via WhatsApp button appears in the link card once a quote is saved — opens a WhatsApp message with the client link pre-filled.

💼 Admin dashboard improvements

Search, filter by date, sort by name or newest. Client phone/email stored and viewable via Details ▾. Export all quotes to CSV. Duplicate any quote with one click.

Quote Generator Internal Tool

Leads Quotes Confirmations Invoices Admin Pipeline ↗

New Client Quote

Upload a supplier document and fill in the client details below.

📄

Drop supplier document here

PDF or DOCX — up to 8 MB

Browse Files

Client & Trip Details

Auto-detected from the document — review and correct if needed.

Client

Title

Surname / Name

Phone

Occasion

Trip

Destination

Travel Dates

Adults

Children

Optional

Personal Note to Client

Quote Valid For

Generating your quote…

Starting up…

This usually takes 20–30 seconds while AI reads your supplier document and builds a beautiful branded quote.

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Live Quote Preview Scroll to see full quote

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🔗 Client Quote Link

Generating link…

📱 Send via WhatsApp ✉ Email to client

✎ Edit Link (for you)

🔒 Supplier Price Check

Checked against the supplier document when the quote was imported. Prices are never changed automatically.

💵 Price Markup

Applies a percentage increase to all option prices. Enter 15 to add 15% to every price.

✏️ Edit Assistant

Describe any change — the quote updates instantly.

Mr & Mrs Remove last option Update price Add inclusion Change dates Remove added value

No changes yet.
Use the chips above or type a change below.