Create, modify and send estimates

Article author
Astrée
  • Updated
In some cases, a client may ask you for a quote before moving forward with a reservation. Creating a quote is possible with Amenitiz. This article guides you to create and manage estimates.


To access your quotes, go to the tab > Invoices and then to > Estimates:

 

  1. Create an estimate:
    If the customer is a new customer, you have to create it beforehand in the section > Clients.
    Then click on > New:

    Indicate the name of your client, the language and currency of the estimate. You also have the possibility to choose the name of the emitting company:

    When you are finished, click on > Create

    You will be able to first add the arrival, departure, and validity date, and then to add new items (room, extras or other):

  2. Modify an estimate: for each quote created, you always have the possibility to modify by going to > Options > Details and > Edit draft:





    You will then go to the quote editor where you have the possibility to change your estimate:

    When everything is ready, click on > Finish editing at the top of the page to save your estimate.

  3. Send the estimate: You have the possibility to export it as a PDF and therefore send it/print it, or send it directly by email:
    The estimate will be sent by email, to the email address linked to the client.

  4. You also can delete an estimate:Screenshot_2021-09-30_at_17.29.00.png

    Note that when an estimate has been sent by mail, it will not be possible to delete it anymore, only to modify it.

You cannot link an estimate to a reservation, but you will find the estimates on the client's file.

Was this article helpful?

2 out of 4 found this helpful

Have more questions? Submit a request