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Marketing | Sales Quote

Add on/prime feature | Please note that this option is available depending on your package and customisation. To understand more about Sales Quote feature, please visit: https://help.courseco.co/kb/Sales-Quotes.2262335580.html

🧾 Using Sales Quotes to Drive Bookings

Sales Quotes in CourseCo offer a powerful way to generate sales without committing schedule capacity upfront. Designed to help you capture interest and follow up on leads, Sales Quotes create a flexible booking status that can convert to a confirmed enrolment once the customer is ready.

🚀 Why Use Sales Quotes?

Sales Quotes allow you to:

  • Offer pricing without pressure—ideal for B2B clients or bulk enquiries.

  • Enable a low-commitment pathway into booking.

  • Track potential revenue and follow up automatically.

  • Support your sales and marketing funnel with a clear, traceable status.

🛠️ How Sales Quotes Work in CourseCo

  1. Admin-Controlled Setup

    • Sales Quotes can be enabled per schedule by an admin.

    • You choose which schedules offer Sales Quotes as an option at checkout.

  2. Two Ways to Create a Sales Quote

    • Customer-Initiated: On eligible schedules, customers can select “Request a Quote” during checkout instead of paying.

    • Admin-Initiated: Admins can generate a Sales Quote manually from the back end for any client.

  3. What Happens Next

    • A Sales Quote booking is created.

    • The booking:

      • Does not reserve capacity on the course.

      • Appears in the system with a special status (e.g., “Sales Quote”).

      • Can be reviewed, edited, or converted into a confirmed booking at any time.

  4. Follow-Up Automation

    • We can configure automated email reminders to be sent to customers with unconverted Sales Quotes.

    • These reminders can be:

      • Time-based (e.g., 3 days after quote generated).

      • Personalized with quote details.

      • Branded and tracked.

  5. Converting Sales Quote to Confirmed booking

    • Admin can add a PO (purchase order number) to the Sales Quote booking - this converts the booking to confirmed and triggers automated emails.


🧠 Good to Know

  • Sales Quotes are a great fit for corporate enquiries, group bookings, or price-sensitive leads.

  • Because they don't take up course capacity, you can encourage broader interest without risking overbooking.

  • Useful for forecasting potential revenue and keeping sales pipelines warm.