How Quest works: from inquiry to sent proposal

Typical flow: capture a client request → build a quote day by day → set pricing → preview → send. You can also start from Quotes if you already know the trip.

1. 1

   1) Capture the inquiry (optional but common)

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   What the numbers mean

   1. 1

      Requests sidebar

      All inquiries live here.

   2. 2

      Requests table

      Open a row to view or convert to a quote.

   Create a Request with client name and trip basics, or pick an existing client.

   Find it later under Requests.

2. 2

   2) Build the itinerary

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   What the numbers mean

   1. 1

      Build Itinerary

      Step 1 of the quote wizard.

   2. 2

      Day cards

      Add content per day.

   Open or create a Quote. On Build Itinerary, add days, destination, lodge, activities, and transport.

3. 3

   3) Price, preview, send

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   What the numbers mean

   1. 1

      Send to Client step

      Final delivery step.

   2. 2

      Send controls

      Email, PDF, and share options (plan rules may apply).

   Set Pricing (markup/currency) → Preview Quote (PDF view) → Send to Client (email/share).

   Sent items appear under Sent Quotes.