Description
QloApps Quotation and Proforma Invoice is a powerful add-on for QloApps that helps hotels create professional quotations and proforma invoices for group stays, extended bookings, corporate retreats, and other guest inquiries. Reservation teams can prepare detailed proposals with room selections, custom pricing, stay details, taxes, payment instructions, and applicable hotel policies.
Highlighted Features
Proforma Invoice Generation
Generate professional proforma invoices with room allocations, stay dates, room charges, taxes, service fees, and other applicable booking details.
Automated Follow-Up Reminders
Schedule automated reminder emails at defined intervals to follow up with prospective guests before the quotation validity expires.
Direct Deposit Payment Links
Include secure payment links in quotation documents so guests can settle deposits online and confirm their reservations conveniently.
Custom Pricing and Remarks
Apply negotiated discounts, customized package pricing, special remarks, and corporate booking terms to individual quotations.
Guest Policy Acknowledgement
Display hotel house rules, check-in terms, and cancellation policies directly within quotation and proforma invoice documentation.
Centralised Quotation Management
Review quotation references, linked reservations, reminder activity, customer details, and quotation progress from a dedicated administration workspace.
Why Use QloApps Quotation and Proforma Invoice
Managing group bookings, corporate inquiries, extended stays, and high-value reservations often requires detailed price proposals before guests make a payment. QloApps Quotation and Proforma Invoice simplifies this process by allowing reservation teams to create structured quotations and proforma invoices directly within QloApps.
Hotels can customize rates, add booking terms, automate follow-up reminders, and provide direct payment options to prospective guests. This helps reduce manual communication, improve response times, and make it easier to convert quotations into confirmed reservations.
QloApps Quotation and Proforma Invoice Quotation Records
The dedicated quotation management area provides administrators with a centralized view of generated quotations and proforma invoices. Staff can review quotation references, customer accounts, creation dates, linked room reservations, and reminder activity from a structured management grid.
Administrators can inspect quotation details, review associated room arrangements, check quotation values, resend documentation, and follow the progress of proposals from the initial inquiry through reservation confirmation.
QloApps Quotation and Proforma Invoice Automation Settings
Configure quotation automation and communication settings from the QloApps back office according to your hotel's reservation requirements. These settings help reservation teams manage follow-ups, payment options, and policy information within the quotation workflow.
- Reminder Interval: Define the day or hour interval between automated quotation follow-up emails.
- Reminder Limit: Set the maximum number of automated reminder emails that can be sent for a quotation.
- Payment Link: Enable direct payment links and select the available payment methods for deposit settlement.
- Policy Display: Choose whether hotel house rules and cancellation policies should be included in generated quotation documents.
These automation options reduce manual follow-up work and help hotels maintain timely guest communication while providing convenient payment options for reservation confirmation.
QloApps Quotation and Proforma Invoice Customer Records
Reservation agents can review complete quotation histories directly within individual customer profiles in the QloApps back office. A dedicated quotations panel provides a centralized view of proforma references and associated reservation information.
Staff can review linked room reservations, total quotation amounts, creation timestamps, transaction values, and proposal statuses from one customer management view. This makes it easier to track previous quotations and access related booking details without navigating between multiple sections.
QloApps Quotation and Proforma Invoice Support
For any query or issue, please create a support ticket here.
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