New Feature: Custom Quotes & Templates

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Mock-up - Optional items

YouLi is already the perfect platform to make group travel management easier. But we know that not all trips require communication with multiple people. Sometimes you need to coordinate with a single person to establish the overall plan before you get the rest of the group on board. That’s when you need a quote process. Today most of these requests are handled via email, which means a lot of back and forth and repeated information.

If you’re a Travel Agent that creates unique itineraries for groups, but find that quite often people want basically the same thing with a few modifications, then YouLi Quotes is the tool for you. Take advantage of the power of templates without being locked in for the final itinerary.

How YouLi Quotes Work

  • Step 1: Create a Quote Template
  • Step 2: Publish it to your marketplace
  • Step 3: Embed them on your website or direct traffic via social
  • Step 4: Respond to individual Quote Requests as they come in from the Quote Templates
  • Step 5: Finalize the pricing and send back to close the deal
  • Step 6: Get alerted when the deposit is paid
  • Step 7: Automated reminders prompt them to pay remaining balance due on time

 

Quote Templates and Quotes in action

 



 

Reduce Costs

Remember that with YouLi you can take advantage of our booking module to collect credit card payments via Stripe or Square or Paypal. But you can also simply provide payment instructions for direct transfer to avoid processing fees. We know that adding on those extra processing fees can make the difference between a profitable trip or just breaking even, so YouLi provides all the management functionality without the processing fees.

Reuse Previous Itineraries

After you’ve created that perfect South American itinerary for one client, you can turn it into a quote template in minutes to publish as a promotion for the next one.

Working with YouLi to handle custom quotes means you reduce repetitive work since your clients know the kinds of trips you can coordinate and what elements are optional before they even reach out. When they do, you know what kinds of trips they are interested in and what elements have really got them excited. Then you can craft the perfect custom tour around that, finalize the pricing and send it back to them for payment.

Request a Demo

YouLi Quotes are only available for paid subscriptions. Reach out to request a demo.

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Jennifer Fein
Jennifer Fein
Jen Fein is the product visionary behind YouLi and epic group travel planner. After years of building digital products as an engineer and product manager for others, she’s now determined to make software that empowers passionate people to create unique group travel businesses. She is also the co-author of Ready to Start? Becoming an Entrepreneur in Australia.