📌 This article answers the following questions:
- How do I create and send a quote to a customer via elloha?
- How can my client confirm and pay for their quote online?
- How do I turn a quote into a confirmed booking?
- How do I convert a ‘Pending’ file into a quote?
Why is this important?
A quote is much more than just a price estimate: it’s a powerful sales tool for your accommodation. It allows you to:
Make your communications more professional: Provide a clear, structured document rather than just a price quoted over the phone.
Save time: Turn an enquiry into a confirmed booking without having to re-enter any details.
Secure your booking calendar: Show your availability and rates without unnecessarily blocking your rooms.
Make your offering more international: Communicate in your international guests’ language and currency with a single click.
Follow the step-by-step guide
Step 1: Create a new booking
Start by creating a booking as you normally would, following the steps described in the article on creating a direct booking.
Click on the ‘New sale’ button.
Select the dates of stay.
Add the desired accommodation offer and any options to the basket.
Step 2: Enter the guest’s contact details
Enter your customer’s essential contact details:
Surname and first name
Email address
Telephone number
If necessary, you can add your customer’s address, postcode and town.
⚠️ Please note: The email address is essential so that we can send the quote and ensure your client can view it online.
Step 3: Generate a quote
Once you have entered the booking details, you can generate the quote and send it to your customer:
Click on the ‘Quotation’ button at the bottom right of your screen.
The system automatically generates a detailed document setting out all the information entered (rates, dates and options) to ensure a clear presentation for your customer.
Step 4: Client approval of the quote
Once the quote has been sent, your client will receive an automatic email containing the summary document.
The client clicks on the ‘Download quote details’ button.
They view the document containing the summary of the stay, the dates, your rates and your terms and conditions. This document can easily be saved, printed or shared with others.
Your client finalises their booking directly from the email they received:
They click on the secure link to access their quote.
They check their basket and their contact details.
They make the payment online in accordance with the terms you have set.
Step 5: Manage and track your quotes
To view all your current quotes:
Go to the Bookings menu.
Select the Quotations tab.
From here, you can:
Edit the details of a quote.
Convert an approved quote into a confirmed booking.
Step 6: Convert the quote into a booking
You can convert a quote into a confirmed booking at any time to confirm your guests’ stay.
Go to the relevant quote via the Quotations tab.
Click on the ‘Turn into booking’ button.
Step 7: Convert a booking request into a quote
If you have booking requests with a status of ‘Pending’, you can convert them into quotes without having to re-enter the details.
Go to the Bookings menu.
Click on the ‘Pending’ tab.
Click on the relevant booking.
Go to the Payment stage.
Click the ‘I waive my my payment terms’ button.
Select the option ‘Convert this booking to a quote’.
📌 Good to know: For a new sale, a booking remains ‘In Progress’ by default if the payment due at the time of booking has not been made or if you have not waived your payment terms.
You now know how to create, send and track a quote via elloha. This tool allows you to respond easily to your customers’ enquiries whilst retaining control over the final approval.
Simple to set up, the quote helps you secure your communications and convert enquiries into confirmed bookings more effectively.