Quoting and Declining enquiries

This article explains how to respond to customer enquiries on the site and boost your chances of getting more enquiries and bookings.


We understand that you to be flexible and personalised with your communication from the start. We’ve built our quoting system with this in mind.

Notifications

When a customer sends you an enquiry, you will immediately receive an email notification with some key information.

Click the blue ‘Reply or Decline Now’ button and you’ll be taken to the new enquiry in your Inbox in Manager, where you can send the customer a bespoke quote and message.

Screen-Shot-2016-02-11-at-11.59.52

Note: Replying to this notification email does not email the customer. Your initial offer should be done via Manager so that your product and quote can be included in your thread with the customer.

Quoting

Once in Manager, if you can help, click ‘Create Quote’ and confirm the product to offer the customer:
Quoting

Confirm the date and add the price breakdown.

You can add multiple lines to your quote to make it’s clear what’s included.
Screen Shot 2016-02-19 at 16.59.06We do the sums for you automagically.

You then add your personalised message and submit it to the customer:

Messaging

We notify the customer immediately with your quote and message with a link to view your product and company details on the site.

Making multiple offers

You can offer more than one product to a customer by clicking ‘Create another quote’ once you’ve submitted your first one. Add a second quote

Customers can then reply to you via the site or from within their email inbox:

The offer

Likewise, you can then respond to customers via the site or from your inbox:

Inbox replies

Declining an enquiry

If you can’t help a customer, please click ‘Decline…’ and leave the reason if you can.

Declining

Your reason for declining will be passed on to the customer. If a reason is not given a customer will receive an email like this:

Screen Shot 2016-02-11 at 12.44.24

For information about taking bookings, please refer to the customer journey.


 

If you have any questions about anything please send them to support@muchbetteradventures.com.

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