PRODUCT

AI Travel Quotation

For travel agencies and scenic areas, it matches AI-generated itineraries to the private resource library, applies markup, service fee and child-price rules, and produces a quotation. After staff review, it issues a time-limited customer share link, with pending quotes, follow-ups and gross-margin tracking in the workspace.

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Quotation capabilities

  • Seven resource types in one registry — attractions, hotels, restaurants, fleets, transport tickets and more — with reference and cost prices, units and rate-review status.

    Privateresource library
  • Fixed, percentage and tiered markups, service fees and child ratios calculated by rule, with previews and missing-resource checks.

    Rulesauto pricing
  • AI itineraries match resources in one click and produce line items; staff confirm rates, then issue the formal quotation.

    Itineraryto quote
  • Create expiring share links so clients can view the itinerary and quotation without signing in, comment or confirm.

    Clientonline confirm

Quotation workflow

AI proposes, staff review rates, the system issues the quote

  1. 01

    Generate itinerary

    Produced by AI itinerary planning, or copied from a past quotation in one click.

  2. 02

    Match resources

    Attractions, hotels, restaurants, fleets and transport tickets are matched to your private resource library automatically.

  3. 03

    Configure pricing

    Staff adjust prices and quantities, choose room types, add terms and enter costs; rules calculate automatically.

  4. 04

    Generate quotation

    Outputs line items, a price summary, notes and remarks, with quotation versions incrementing automatically.

  5. 05

    Share and follow up

    Create expiring client links and follow up in the workspace until the group is confirmed.

Core features

Resources, rules, quotations and workspace connected end to end

  • Private resource library

    • Seven resource types — attractions, hotels, restaurants, fleets, transport tickets and more — in one registry.
    • Includes reference price, cost price, pricing unit, room types and rate-review status.
  • Rule-based pricing

    • Fixed markup, percentage markup and per-head tiered markup.
    • Service fee methods and floors, plus child ratios, configurable by type.
  • Bulk price updates

    • Update prices in bulk and match resources by name.
    • CSV import reports updated and unmatched counts.
  • Previews and missing-resource checks

    • Preview changes before publishing new rules.
    • Missing resources are listed together so quotations miss nothing.
  • Client share links

    • Each quotation gets a 32-character share token with an expiry.
    • Clients view the itinerary and quote without signing in.
  • Workspace and follow-up

    • Columns for pending quote, follow-up and group confirmation.
    • Real-time confirmation rate, cost and gross margin.

Delivery and control

Control exactly what clients can and cannot see

  • Display toggles

    Show or hide amounts, line items and per-person prices as each client needs.

  • Client header

    Configure the designer, company logo and client header.

  • Server-side masking

    Costs, profits and disabled items are removed server-side and never appear in client links.

  • Online confirmation

    Clients can leave comments or confirm the proposal; status syncs back to the quotation.

  • Rotate and renew links

    Share tokens can be rotated or renewed, keeping link expiry under control.

  • Deals and margin

    Enter actual costs to calculate gross margin and mark the deal as won.

Use cases

Travel businesses that quote often and need to issue fast

  • Travel agencies

    Custom tours, group tours and FIT quotations all run in one workspace.

  • Local operators

    Resources and pricing rules are maintained centrally, so coordinators quote quickly on demand.

  • Destinations

    Bundle tickets, shows and lodging to answer channel inquiries faster.

  • Custom-tour providers

    Deliver itinerary and quote in two steps: clients confirm the plan before discussing price.

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