Quotes
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 ...
Copy a quote
Copy a quote- Sometimes to speed up the quote process it is easiest to simply copy an old quote. In SalesDriver that not only bring in the proper quote details but also recalculates the price based on the current pricing for the days in question. ...
Building two one way trips in a single quote or booking
Building Multiple one way moves in a single booking Overview This module explains how to build and manage two one-way trips (e.g., drop-off and return airport transfers) within a single quote in OpsDriver—ensuring customers are billed accurately and ...
Creating a quote in the admin portal
Creating a quote in the admin panel Overview This module explains how to create a new quote using the Admin Portal in OpsDriver. It covers the entire quoting process—from adding customer information and building route segments to assigning vehicles ...
Managing Quotes on the Quotes Summary Page
Managing Quote on the quote summary page Overview This module explains how to use the Quote Grid to organize, track, and update quotes in OpsDriver. The Quote Grid helps sales teams stay on top of leads, assign follow-up tasks, and monitor progress ...
Creating Quote Variations in the Admin Portal
Quote variations in the admin panel Overview This module explains how to use the Quote Variations feature in OpsDriver. Variations allow you to present customers with multiple options for the same trip—such as different vehicle types, schedules, or ...