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Checkout with a Sales quote booking

Benefits of using Sales Quotes

  • Admin can build a sales funnel of potential sales

  • Automatic reminder emails can be sent to sales quote bookings

    • Example x days after booking, send reminder, x days before training starts.

    • Remove the manual admin process of sending Sales Quote information

  • Run reports on Sales Quote booking

    • Review why sales quotes bookings did not convert

  • Once admin receives a PO, Just enter the PO and save, it is now a confirmed booking

How to create a Sales Quote booking on the website

  • Navigate to the website and log in as a Booker

  • Find the course for which you want to Book / Process as Sales Quote

  • Select your schedule and No of attendees from the respective dropdown lists.

  • Click Book Now.

YOUR CART page will be displayed.

  • In the Delegate details section, enter the first name, last name, email, and mobile number in the appropriate fields.

  • In the Pay with section, click the Quote tab and check the Tick here to receive your quote* option.

  • In the Billing address section, enter the billing address details.

  • In the Booking section on the right side, click SEND ME A SALES QUOTE.


  • The sales quote will be created.

  • You will receive the sales quote to your registered email address.

  • The delegates will be added to your contacts.

  • The Org Rep will be updated with the sales quote booking in their portal.

  • Email invites will be sent to the delegates.

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