Quotes

If your business requires a quote to be issued before a rental reservation, the Quote feature will be useful to you. Here is how to activate, configure, and use it. Quotes are available with the EXPERT plan

Go to the Locations - Devis menu Here, you will find the list of all quotes created on your platform (from the front-end and the back-office). Click on the gear icon to configure the Quote feature Complete the configuration of your Quote feature • Choose whether or not to enable quotes on the front-end: your customers can create their quotes from the front-end. • Choose the validity period of your quotes: this information is purely indicative, and will be displayed on your quotes. • Enter footer notes: as with invoices, this note will be displayed at the bottom of your quotes.

Don't forget to click the "Sauvegarder" button when the configuration is complete To create a quote from the back-office, go to the Locations - Locations menu Follow the usual procedure to create a rental, but click on "Enregistrer le devis" at the Payment step, instead of proceeding to payment.

Complete the details pop-in that opens if needed You can edit your customer's first name, last name, and phone number, but not their email address. You can also add an internal comment that will be accessible to you when you view the quote details on the platform. Once the pop-in is completed, click on "Recevoir un devis gratuit" The quote is sent by email to your customer. Close the confirmation window that appears; you are then redirected to the detail page of the newly created quote.

To display the list of quotes created on your platform, go to the Locations - Devis menu The list of your quotes is displayed in reverse chronological order. One row per created quote, with the following information for each quote: • The quote ID • The offer name (date-to-date or subscription) along with the chosen dates • The planned rental start date • The customer's name • The quote status: Envoyé or Converti • A link (=A ) to the quote detail page

The detail page of a "Envoyé" quote A quote that has been created without yet being converted into a rental remains at the "Envoyé" status. On the detail page of a quote with "Envoyé" status, you will find the quote information as well as the comments linked to it. Action buttons on the right side of the screen allow you to: • Aller au panier: you open the quote in your back-office cart in order to proceed with creating the rental • Renvoyer par email: your customer receives their quote again by email • Télécharger: you download the PDF file of the quote to view it on your computer The detail page of a "Converti" quote The detail page of a quote with "Converti" status is essentially the same as for quotes with "Envoyé" status. In addition to the quote information, you will find a link to the rental that was created from this quote. The action buttons allow you to view the rental details and download the quote.

To create a quote from the front-end Your customers can click on the "Recevoir un devis gratuit" button in their cart. This button is accessible on 2 different cart pages In the cart summary (see point 12.), then at the Delivery step (see below the "Recevoir un devis gratuit et réserver plus tard" button).

The quote details pop-in on the front-end On the front-end, your customers must fill in the following information: • First name, last name, email, phone number • Whether or not they wish to be called back (checkbox): the information will be shown on the quote detail page in your back-office • An optional comment After completing the form and clicking on "Recevoir le devis", your customer will receive the quote by email, and a new row will be created in your quotes list. In the customer area, the Devis tab allows your customers to find the quotes they have created. Your customers can then convert their quotes into a rental by clicking on "Aller au panier".