Quotes & documents

From library to finished proposal, without retyping anything.

Build a versioned quote from your library, split the deposit, and publish a proposal prepared for your guest by name. Proforma, invoice and receipt follow on the same document chain - all branded, none re-typed.

Versioned quotes · Deposit splits · Branded PDFs
gizmosafaris.com · proposal for Sam Rivers
The interactive client proposal: prepared for Sam Rivers by Gizmo Safaris
QuoteProposalProformaInvoiceReceipt
The document chain

Quote to receipt, in order, on record

Each document is generated from the same booking - a quote becomes a proposal, then a proforma once a deposit is agreed, then an invoice and a receipt as payments land.

QuoteProposalProformaInvoiceReceipt
For your guest

They open a proposal, not a PDF attachment

One click publishes an interactive proposal prepared for the guest by name: the route drawn day by day, priced and ready to hold, sent from your own mailbox rather than a generic attachment.

Inside the app

The whole deal in one place

Enquiry, itinerary, versioned quote, deposit split and next action - open the booking and see it all in one place.

travelbookingwidgets.com/workspace
A booking open in the app with quote and deposit

Built from your library

Pull stays, activities, vehicles and guides straight from your library into a quote - pricing follows the item, so nothing is typed twice.

Built from your library

Versioned, never overwritten

Change the itinerary twice before breakfast and every version is kept - you can always see what a guest was quoted and when it changed.

Versioned, never overwritten

Deposit splits built in

Set how much is due now and how much later, and the split carries through to the payment request and every document that follows.

Deposit splits built in

Branded PDFs, every time

Your logo, colours and template on the proforma, invoice and receipt - a guest never sees a generic, unbranded document.

Branded PDFs, every time

Quotes & documents, answered

What is the document chain?

Quote, proposal, proforma, invoice and receipt - each one generated from the same booking data, in order, as the trip moves from enquiry to paid.

Can I edit a quote after sending it?

Yes - edits create a new version. Earlier versions stay on record so you can see exactly what changed.

Does the guest proposal replace the PDF?

It sits alongside it. The proposal is an interactive page prepared for the guest by name; a branded PDF is still generated at each stage of the document chain.

Quote it once. Let the documents follow.

Free to start. No card required. Build your first quote from your library today.

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Quotes & documents — TravelBookingWidgets