Using Options for Vehicles and Add-ons in quotes
Using Options in Quotes
Overview
This module explains how to create multiple vehicle or pricing scenarios—called Options—within a single quote. This allows customers to compare choices (e.g., different vehicle types) without requiring you to create multiple quotes.
1. What Are Quote Options?
Options let you:
Offer the same itinerary with different vehicle types or add-ons
Avoid duplicating quote data when a customer requests alternatives
Give customers a side-by-side pricing comparison in one PDF
2. When to Use Options
Use this feature when a customer says:
“What would this trip cost with a school bus instead of a motor coach?”
“Can you show us the difference between luxury and standard service?”
“We might want to split this into multiple vehicles—what would that look like?”
3. How to Add an Option to a Quote
Step-by-Step Instructions:
Open the existing quote.
Scroll to the Vehicle Info section.
Click Create New Option.
This:
Clears the vehicle section while keeping all itinerary details
Creates a new option tab (e.g., “Option 2”)
Name each option clearly (e.g., “Option 1: 56-Passenger Motor Coach” and “Option 2: School Bus”).
Assign a different vehicle or add-on to the new option.
Click Save.
The system will automatically calculate the price based on the new selection.
4. Sending Options to the Customer
When you send the quote:
The PDF will display the itinerary once
Each option will appear below with:
Vehicle type
Price
Any add-ons
This lets the customer compare and choose without you sending multiple quotes.
5. Converting a Quote with Options into a Booking
When the customer selects an option:
Click Convert to Booking.
The system will ask:
“Which option(s) would you like to include?”
You can select:
One option
Multiple options (if the customer wants to book both)
Only the selected option(s) will be booked.
6. Benefits of Using Options
Streamlines communication with clients
Reduces duplicate quote creation
Improves customer satisfaction with clear, side-by-side choices
Saves time for the sales team
Best Practices
Always name your options clearly (e.g., “Charter Bus Only”, “School Bus with Luggage Trailer”)
Limit to 2–3 clear options to avoid overwhelming the customer
Confirm customer choice before converting to booking
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