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STEP 1: Add your details
Customer: Add your requesting customer, internal entity, insurance company, approving manager or other that suits your internal need. This will be visible on the Quote PDF
Status: Select a status. This can be used for internal reporting
Quote Number: If needed add your internal reference number.
STEP 2: Import offers
At the bottom of the page, select the offers that you would like to import and click Import
In the pop-up select OK
STEP 3: Edit Quote information
To edit the itinerary or to add a message with additional information for a specific quote, click the Pen-symbol for the Quote you would like to edit
If needed adjust the Itinerary, such as date of departure ...
... and under Notes and Itineraries add a message in the PDF message box. Hit Save
STEP 4: Download or send the Quotes via email
Click Email to email the quotes to the recipient or Click Download to download the quotes
STEP 5: Schedule the Trip
For reporting reasons or to continue working with the trip in the Scheduled Trips page, click Schedule for the aircraft that you have decided to go for.
Then click Schedule Trip
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