A quotation your client accepts online.
Build the quotation inside the event booking and send it as a PDF by e-mail. The client answers from a link, without an account. Acceptance sets the booking to Confirmed and the deal to Won. A payment plan with deposit, instalments and balance keeps track of what has been paid.
30 minutes, on your own rooms and departments.
- Accept or decline without an account
- Sent versions are frozen
- Acceptance confirms the booking
- Deposit, instalments, balance
Try it: send a quotation and answer as the client
Choose the lines, send version 1, then accept or decline on the client’s page.
Nothing yet. The page opens when the quotation is sent.
Send the quotation first.
How it works
- 01
Built inside the event booking
The quotation is a tab of the event booking, next to payments, documents and communications.
- 02
Versions, and sent ones are frozen
A quotation has versions. A version that has been sent can no longer be edited, so what the client read stays on record. A changed offer is a new version.
- 03
A PDF and a link
The client receives the quotation as a PDF by e-mail, with a link to accept or decline. No account is needed.
- 04
Acceptance moves the booking
When the client accepts, the booking becomes Confirmed and the deal in the pipeline becomes Won. A nightly check marks quotations that have passed their validity as expired.
- 05
A payment plan you keep by hand
Split the total into deposit, instalments and balance. Each payment is recorded manually, and the plan is marked Paid once everything is recorded. Livion does not collect payments online.
Questions
Does the client need an account?
No. The e-mail carries a link to a page where the client accepts or declines.
Can a sent quotation be changed?
A sent version is frozen. To change the offer you create a new version.
What happens when the client accepts?
The booking becomes Confirmed and the deal becomes Won.
Can the client pay online?
No. Payments are recorded manually against the payment plan.
Is acceptance an electronic signature?
No. The client accepts on the page behind the link. Livion does not provide electronic signatures.
See it with your own rooms.
In 30 minutes we show you this on your hotel: your rooms, your departments, your PMS.