Quotes & Estimates

Create and send professional rental quotes that customers can accept and convert to bookings.

Category: Operations

What is a quote?

A quote is a formal price proposal you send to a prospective renter. When the customer accepts the quote, it converts automatically into a confirmed booking.

Creating a quote Go to Quotes in the sidebar. Click + New Quote. Fill in: Customer email Listing and dates Optional discounts or custom pricing notes Click Send Quote.

The customer receives a professional email with the quote details and an Accept Quote button.

Quote statuses

| Status | Meaning | |--------|---------| | Draft | Not yet sent | | Sent | Emailed to customer, awaiting response | | Accepted | Customer accepted → booking created | | Declined | Customer declined | | Expired | Passed the expiry date without response |

Quote expiry

Set an expiry date on each quote. If the customer doesn't accept by that date, the quote expires automatically and the dates are freed up.

FAQ

Q: Can I edit a quote after sending it?

A: You can create a new revised quote. Editing a sent quote is not supported to preserve an audit trail.

Q: Is the quote price binding?

A: The accepted quote price is honoured when the booking is created.