A YouLi Quote is for sending a proposal to one person to make the buying decision and only one person is paying for everyone on the trip. The Quote feature is for trip planners who plan personalized itineraries for very small groups or individuals. The YouLi Quote enables you to create trips that can be easily adjusted on a per traveler basis.
For example, if you have a trip that you modify per family that books it, you can create one Quote for that family and then adjust based on the different itinerary items or people or cost of their trip as you talk about what they want/need.
The Quote feature of YouLi allows you to ditch the multiple PDF itineraries & many email chains instead you have one comprehensive, visually beautiful, & interactive Trip Page that you can adjust based on your traveler.
The Quote feature enables you to be more malleable & changeable with your trip. It is designed for one contact who buys for a family or small group. So, it goes through a different more one-on-one experience as you & your traveler go through the steps of accepting the itinerary & paying.
When setting up a Quote, follow all the steps as a 'normal' YouLi Trip. The only difference you will find is that your Quote requires a primary contact. This primary contact is the person who will receive the updated Quotes from you or your team.
Don't forget to explore add-ons and optional items when building out quotes for your travelers to explore.
There are two ways to get clients to interact with quotes:
1. Send a Quote to an existing Client
Ready to send your quote to the client? Learn more about Sending Quotes and Messages
2. List your Quote so Travelers can start the process directly from your Website
Ready to Dig Deeper?
Watch this longer video to learn how to make quotes work for you.
How do I make a Quote out of a Group Trip Itinerary?
What if you have the perfect itinerary as a Group Trip, but someone wants you to customize just for them?
Now you can turn your Group Trips into a Quote from your dashboard.
Learn more in our How-To Convert Group Trips To Quotes & Vice Versa Help Doc.