With the Quote feature, you'll have the flexibility to access abandoned bookings from incomplete online transactions and follow up with guests to help finalise their bookings.
Plus, you'll have access to their contact information, making it easier to assist them in completing their reservation.
Set Up Quotes
Allow Quotes Globally
Follow the steps below to configure this feature globally and specify its availability for specific pages or buttons
Follow the steps below to configure this feature globally and specify its availability for specific pages or buttons
In the Ventrata dashboard, go to Web Checkouts > Checkouts.
Checkouts
Select an existing checkout.
Press the EDIT DETAILS button to edit the checkout.
Edit Details
Scroll down the checkout form or simply search for 'Allow Quotes' and tick the checkbox.
Allow Quotes
Press the Update Checkout button to save your changes.
Update Checkout
Enable Quotes for Specific Pages or Buttons
Once quotes are allowed globally, you can customise on which pages or buttons the feature is offered.
Once quotes are allowed globally, you can customise on which pages or buttons the feature is offered.
📒 NOTE
Quotes must first be enabled in the web checkout settings for the quotes flow to work. Failure to allow this feature globally will make the quotes flow unavailable across your site.
1. Disable the Feature Globally
Temporarily disable the feature site-wide. This step reduces manual work when enabling it for specific pages or buttons later.
Insert the below piece of code into the data-config of your <script> tag to disable the feature site-wide.
"features": {
"quotesAllowed": false
}
2. Enable the Feature for Specific Pages or Buttons
Add the following code to the data-config of any page or button where you want to allow quotes.
"features": {
"quotesAllowed": true
}
3. Enable the Feature for Specific IDs
Based on your needs, you may want the feature enabled only for certain products, product categories or destinations. Insert the appropriate attribute and list the IDs:
{
"apiKey": "<YOUR_API_KEY_TOKEN>",
"products": {
"categoryId": "<CATEGORY_ID_1>",
"productIds":
[
"<PRODUCT_ID_1>",
"<PRODUCT_ID_2>"
],
"destinationId": "<DESTINATION_ID_1"
},
"features": {
"quotesAllowed": true
}
}
Quotes Flow
The booking flow begins as usual: the customer selects a product and number of units, then they select a date and a timeslot, or tour time (if available).
The booking flow begins as usual: the customer selects a product and number of units, then they select a date and a timeslot, or tour time (if available).
When quotes are enabled, a Save as Quote link (Save for later) appears on the summary page before any payment is made. Upon clicking the link, a modal window appears on the screen, presenting the customer with two choices:
they can either proceed to pay now and complete the booking immediately;
or they can opt to save the booking for later.
📒 NOTE
When quotes are enabled, the customer email address is required.
When the customer chooses to save their booking as a quote, an email is sent to the customer with the quote details and payment instructions.
This modal window serves as a clear and user-friendly interface, allowing the customer to make the decision that best fits their needs and preferences.
📒 NOTE
At this stage no changes are made to product availability as the customer does not have a guaranteed spot until they proceed with some form of payment, for example, paying a deposit or the full amount. Only then the booking is confirmed and product availability updated accordingly. This ensures that customers have the flexibility to review their quote before making any commitment, while also maintaining the integrity of your inventory.