Enquiry and quote management in travel agencies involves receiving customer travel requests, researching destinations, checking supplier availability, and manually building custom itineraries.
Automation captures incoming enquiries, extracts customer details, retrieves current supplier rates, and generates professional quotes in minutes. the team focuses on closing sales and building relationships instead of administrative research and document formatting.
The full workflow, from trigger to completion.
Customer submits a travel enquiry, web form, or phone message. The automation is triggered and the enquiry details are captured.
The automation reads the enquiry, extracts customer name, contact details, travel dates, destination, and party size. The destination is classified to match a pre-built itinerary template.
The automation looks up the destination library of pre-built itineraries and supplier rates. Base pricing is retrieved and a margin is applied.
The automation customises the template itinerary with the customer's travel dates, party size, and any special requests noted in the enquiry.
The personalised itinerary and pricing are formatted into a professional quote PDF using a standard template, including terms and payment instructions.
The quote PDF is sent to the customer with a personalised greeting and call-to-action.
Quote details are logged as a deal record, and an automated follow-up task is created for the sales in 3 days. A notification alerts the team.
No credit card, no commitment. Map your process and walk away with a full build plan.
A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.
Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
Other high-impact processes teams commonly map alongside this one.
Everything you need to know before mapping this process.
Map this to your business to get your exact numbers.
Map This AutomationNo credit card required — it's free.