Skip to main content
Skip table of contents

Creating BackOffice Sales Quote as an Admin

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

  • Log in to the website as an Admin.

  • Navigate the Bookings module.

The Bookings page will be displayed.

  • Click ADD BOOKING.

  • Create a back-office booking.

Refer to for a complete guide on back-office bookings, including how to create them.

  • Ensure to leave the Purchase order number blank.

  • Click Create Sales Quote.

Prerequisite: Ensure you have selected the Sales Quote Payment option when creating the schedule.


  • A Sales Quote confirmation mail will be sent to the lead booker.

  • Delegates added during the Backoffice booking will be invited to log in.

  • A Sales quote booking will be created with a unique Booking ID.

  • Attendance sheets will not display the delegates.

  • Reports do not include sales quote income or booking numbers.

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.