Sales costing workspace

Build quotes, review pricing, export documents.

Build v57 integrated connection.

Sales dashboard

What needs attention?

Scan open quotes, send-ready proposals, follow-ups, and client replies.

Needs action

Quotes that should not sit idle.

All quotes

Search or filter when you need a specific quote.

Step 2

Build itinerary and costs

Add itinerary items, common costs, then review the calculation at the bottom.

Select a quote from the Quotes tab to start building.

Quote—

Version—

Paying pax—

Pricing settings will appear here after selecting a quote.

Add itinerary item

Choose from the data library or enter a manual item. Non-hotel items are costed per total pax; hotels use rooming.

Day City Slot Item type

ItemMaster data control not loaded yet. Custom description

Quantity Unit cost snapshot Currency

Non-hotel itinerary slots are cost per person and use total pax, including tour leaders. Hotels use explicit rooming.

Note

Add shared cost

Name Category Amount Currency Basis

Note

Itinerary items in this quote

Review client copy, effective quantity, and cost.

Shared costs in this quote

Group-level or per-pax costs outside the day-by-day itinerary.

Review & export

Calculate after setup, itinerary, rooming and shared costs are ready.

Run calculation after itinerary and common costs are ready.