QUICK QUOTE
LUNA BUILT IN
Send it the way your customer likes to hear from you.
Email, WhatsApp, text message, live chat, a link or a QR code. Whichever you choose, the quote arrives in your brand, and Quick Quote records which way your customer opened it.
Six ways to send
The Send screen is built around what your customer will actually receive. Write your message on one side and see the email, chat or text as it will arrive on the other, on a computer or a phone.
Shared in WhatsApp, iMessage, Slack or Teams, the link shows a card with the title, dates and cover photo. Never the price.
Email, sent for you, with the PDF attached
WhatsApp, text message and live chat
A link to share however you like
A QR code for the counter and the window
Turn your screen round for your customer to scan it, print it or save it for a brochure or a window card.
When they scan it, you see it in Quick Quote.
Show it full screen
Print it or download it
Every scan recorded against the quote
Every email in your name
Your customer gets up to seven emails from Quick Quote, and you get eleven notices. Each one carries your agency’s name, logo and colours, and replies reach the agent who made the quote.
Emails come from your own address once your domain is set up with us.
Three starter styles: picture-led, personal note or simple
Edit any email, or leave ours, which we keep up to date
Send yourself a test first
The details that look after you
Small things that stop a quote going out wrong or going quiet.
Prices held until
Off unless you tick it. Choose a date up to a year ahead, and your customer gets a reminder two days before it runs out, unless they have already answered.
Remind me
If they haven’t opened it in 1, 2, 3, 5 or 7 days, Quick Quote reminds you.
Checks before sending
An item with no price stops the send. A quote over budget, or items added by hand, give you a warning first.
Stop reminders
Every follow-up carries a link to stop them, and the quote page asks before stopping anything, because email scanners open links.
Post a trip to social media
Share a trip as its own page, without the price unless you choose to show it and always with a Check pricing button.
Quick Quote opens the share pages for Facebook, LinkedIn, X, Pinterest and WhatsApp and saves a square picture for Instagram. You post it, and when someone presses Check pricing, a draft quote is waiting for you.
No price unless you choose to show it
A Check pricing form on every posted trip
Luna can write the caption
Questions people ask
Can I send a quote by WhatsApp?
Yes. Quick Quote opens WhatsApp with your message and the link ready. The link card shows the title, dates and cover photo, never the price.
Does my customer get a PDF?
Yes. It is attached to the email and can be downloaded from their quote, with a QR code back to it.
Who do replies go to?
To the agent who made the quote.
Are prices held automatically?
No. You choose whether to hold prices and until when. The quote says so, and your customer gets a reminder two days before.
Quick Quote is included on Ignite and Bespoke. Book a demo, or talk to your account manager about switching it on.
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