By default, Tourbiz generates a standard PDF that you can easily adapt to your brand: Logos, colors, terms, legal notices… all these elements are customizable. If you already use your own quoting system, you can also connect your tool to Tourbiz through our API or via Zapier. Otherwise, another option is to generate your quotes with a third-party solution and send them to your clients through Tourbiz, with the included payment link.
Yes — automatically. Every quote is linked to a file, meaning an order with an “in progress” status. When you open a customer record, you immediately see the full history of quotes, follow-ups, and outcomes. It’s structured. No more digging through emails or shared drives.
Yes. You can create reusable quote templates: a dinner cruise package, a group day trip, a full seminar… Each pack can include multiple services, all already configured in Tourbiz. You save time, you standardize your offers, and when the order comes in, it’s automatically linked to your schedule!
Tourbiz shows you all pending quotes. You can filter by sales rep, date, status or customer. The information is clear. Follow-up is automated. Without being a full CRM, you can easily manage your sales pipeline without a spreadsheet or an external tool. And if you already use a CRM, you can connect it to Tourbiz through Zapier or the API.
Yes. Each user has their own access. You can assign a quote to a sales rep, review it from the back office, and have it validated by a manager. Everything is logged. You keep a full history of actions. And if the team changes, the follow-up remains accessible.
Yes. No extra cost. No add-ons. No tricks. Quote management is part of the core Tourbiz features, starting from the base plan. You get access to all the functions described here, with training, support, and updates included.