Sales Quotes | Create Quote-Based Bookings

Booking Quotes are pending bookings that remain unconfirmed until a purchase order number is supplied. This setup provides a flexible way to handle interest without committing course capacity, while still capturing valuable sales data.

🔍 Key Benefits of Booking Quotes

• No Capacity Impact: Sales Quotes do not reserve places on a course, allowing you to manage demand without overbooking.

• Automated Quote Confirmations: Once created, the system can automatically send branded quote confirmations to the customer.

• Sales Funnel Visibility: Booking Quotes give your team insight into leads who are interested but not yet committed, helping you track, nurture, and convert them.

• Custom Follow-Up Options: You can configure automated reminder emails or manual outreach processes to follow up on unconfirmed quotes.

• Ideal for Corporate or Group Bookings: Especially useful for organisations that require internal approval (e.g., PO numbers) before confirming training.

• Improves Forecasting: Gives admins a preview of potential revenue and demand, helping with planning and resource allocation.

Quote functionality is included in CourseCo’s Prime package or can be an add on in Plus package