Sending and accepting a quote

Quotes follow a controlled lifecycle: Draft → Priced → Sent → Accepted. Keep a quote in Draft while you are still adding lines or checking supplier rates. Draft quotes cannot be sent.

1. Build the itinerary and save it as Draft.
2. Reopen the draft and check the client, pax, dates, supplier lines, currency, and markup.
3. Move the quote to Priced once the total is ready for a client. This is the point at which your team confirms the amount is internally correct.
4. Generate or preview the client document and send the quote from the quote workflow. The status becomes Sent.
5. When the client agrees, record acceptance. The quote becomes Accepted and is ready for conversion to a booking.

If the client requests changes after sending, keep the sent quote as a record and create an updated quote rather than silently changing the historical amount. When an accepted booking needs a material change, use a revision quote linked to that booking.

Before sending, ensure all required services have a selected rate and that no placeholder text remains in the client-facing output. If the app blocks sending, read the validation message and return the quote to a complete, priced state. Status changes are operational signals, so use them consistently across the team.