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Confusion on the quote process

Apr 27, 2011 2:58 PM
Joined Apr, 2011 33 posts

Just a comment on the quote process and the way it is reported.

If I generate a quote for a reservation - but DO NOT send it to the customer I still get an email stating:

A quote has been generated for Shaken, Not Stirred
Here are some of the details...
Guest Name: Test Test
Arrival Date: Tue May 24, 2011
Departure Date: Wed May 25, 2011
Generated By: Test
Get all of the details >>

This quote has not yet been accepted by the guest. You will be notified again once the guest accepts this quote and finalizes the booking.
Think this shouldn't have happened?
More than likely, if the person who generated this quote was not supposed to, it was an accident on their part. Login to your account and see if they corrected the mistake or give them a telephone call directly. If there are games afoot, contact us immediately. You can go ahead and reply to this email. This email account is monitored.
Why are we telling you this?
Here at OwnerReservations.com, we take security very seriously. If it's your property, you should to know when someone is generating quotes for it.

Reading the email - it appears that the quote has been sent to the customer, even though it has not yet been sent. I might also be good to see in the status for the quotes not just open, but pending - or email sent, or not sent. Something to let you know at a glace that the quote has not been sent to the customer yet.


Michelle J
Apr 27, 2011 3:08 PM
OR Team Member Joined Jan, 2011 582 posts

Hi David,

That's a great suggestion.

If you look at a booking, you'll notice an "Email" menu that shows the email sent (or not sent) to the guest (and if they were sent, when it last occurred). It also shows cancellation emails if the booking was canceled.

We plan on expanding this to a number of other things, including quotes.

These items are already on the development roadmap:

- Quotes overview page should have a "X" flag icon for indicating email status
- Quotes should remember when email was last sent and have menu to send/resend like bookings

I've just added this to the roadmap:

- Quote confirmation email to owner should add "What now?" section stating "Now send quote to guest" with action link for more information.

Do you think that covers it?

Apr 27, 2011 3:50 PM
Joined Apr, 2011 33 posts

The development roadmap items look good. A clarification question - the email menu is only for bookings - right? Not the quotes section.

Michelle J
Apr 27, 2011 4:06 PM
OR Team Member Joined Jan, 2011 582 posts

Yes, that's correct. I was just pointing that out as an example of what WILL be done for quotes. Not done yet though.