Build a quote for a customer, an item and a set of dates. GoGo Engine prices it from the item’s own rates and emails it to the customer. When they tell you yes, your team marks it accepted and turns it into a confirmed booking.
Pick the customer, the item, the location and the dates. GoGo Engine prices the quote on the server from the item’s rates, its multi-day and seasonal pricing, and its deposit policy. The rate shown in the form is only an estimate.
The customer gets the quote by email: the quote number, the rental dates, the price, the security deposit when the item has one, your notes, and the date the quote expires.
When the customer tells you yes, by reply or by phone, your team marks the quote accepted and converts it. GoGo Engine checks the item is still free for those dates, then creates a confirmed booking with payment still to collect.
Every quote gets its own number, Q-00001 and up, so your team and the customer are talking about the same one.
Set how many days a quote stays open. Seven is the default, and the date is printed on the email.
Tabs for draft, sent and accepted quotes show what still needs a nudge and what is ready to book.
Create the customer record from inside the quote form, without leaving the quote.
Quotes follow the location you are working in, and staff limited to one location can only quote from it.
A converted booking records that it came from a quote and carries the quote number.