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How do I send and eQuote?

Share quotes & itineraries with customers & obtain payments online

Updated over a year ago

Hero's eQuote features allows you to share quotes with your customers via a unique web link, enabling them to view their itinerary and pay online.

  • From your Quote Summary screen, click the 'View eQuote' button

  • The eQuote URL link will be shown, which you can copy and send to your PAX by email / Facebook / txt etc.

  • To view the eQuote, click the link to 'Click here to go there' 

  • Your eQuote has two sections, 'Itinerary' and 'Payment'

  • From the payments section, your customers can choose to pay the Full Outstanding Amount, a Custom Amount or the amount owing for any PAX. Note that credit card booking fees will be shown & applied to the total amount payable, if set within your Company Setup.

  • Once a payment is made, you will be notified within Hero

  • Once the quote is paid ion full, you can Finalise!

Important Notes:

  • Auto-finalise option is not currently available. Once your quote is paid in full, you will need to hit the 'Finalise' button.

  • When sending the the link to your customer / guest include a note that it will need to be paid within a timely manner, or products may sell out before the order is finalised. I would only advise using the eQuote for bookings you are booking beyond a day, otherwise you will run into possible losing the spots. 

  • In the event that a quote cannot finalize due to insufficient availability, select an alternative day / time. Alternatively, the payment can be refunded.

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