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Requests ManagementWorking with requests

Convert a request into a quote

Carry traveller and trip details straight into a new draft quote.

Quest Team3 min readUpdated 2 Aug 2026

Turn a saved client request into a priced quote you can build and send.

  1. 1

    Open the request

    Requests

    Requests

    Pick the inquiry.

    What the numbers mean

    1. 1

      Request row

      Click the request to open its detail.

    2. 2

      Requests nav

      Sidebar entry for all inquiries.

    Go to Requests, click the client row you want.

  2. 2

    Create / open the quote

    Quote from request

    Quote builder

    Continue building the trip.

    What the numbers mean

    1. 1

      Build Itinerary

      Add days and trip content here.

    2. 2

      Quote Summary

      Costs update as you build.

    From the request, use the action to create or open its quote (Create Quote / Open Quote).

    You arrive in the quote wizard — start on Build Itinerary.

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