Admin - Quotes
Draft • Client • PDF
Dashboard
Setup
Hotel & Contract
Quotes
Planning
Agenda
Reports
Settings
Leads / CRM
Quote Wizard
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Mode: Quick
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Customer
Link this quote to a prospect or a client.
Ready
Company
Contact
Email
Phone
Link
Prospect
Client
Lead
— Select a lead —
Pick an existing lead to auto-fill Company/Contact/Email/Phone.
Client
Actions
Create client
Convert prospect
Quote Summary
Rooms, corridors, and price per room.
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Fill the wizard to build a proposal.
Current: —
Rooms (final)
—
calculated + override
Corridor sqft (final)
—
corridors
Best value (price / room)
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Total Care