Travel agent workflow guide • TRIPQUO

How travel agents can build client proposals and manage the sales workflow

Travel advisors coordinate supplier websites, hotel and flight options, prices, client changes and follow-ups. TRIPQUO brings those tasks into one travel agent proposal and CRM workspace. This guide explains the actual steps, and what to verify before sending a client quote.

What should travel agency proposal software help you manage?

TRIPQUO is not a replacement for the supplier websites you already use. It helps organize selected supplier offers, pricing and the customer-facing proposal.

Multiple destinations and options

Keep several destinations, hotel rooms, flight options and alternative packages within one quote.

Supplier costs and client prices

Track supplier currency, quote currency, markup and client totals. Verify whether rates apply per night, stay or passenger.

Client-facing proposal pages

Review a polished itinerary with accommodation, flights, options and relevant client pricing before sharing.

Travel agent CRM

Connect customers with quote history, sales status and follow-ups instead of spreading updates across documents.

Desktop Chrome extension

Capture selected supplier offers from supported websites with a desktop extension, then review and complete fields. Manual entry remains available.

Reporting and follow-ups

Follow draft, sent and completed deals and view business performance based on saved sales data.

How to prepare a client travel quote in four steps

  1. Select the supplier offer. Choose the actual hotel rate, room or flight on the supplier site, including dates, currency and conditions.
  2. Capture or enter the details. Use manual entry, saved content or the desktop Chrome extension where supported. Fill only fields you can verify.
  3. Build and price the itinerary. Add destinations, flights, hotels and options, then check currencies, passengers, number of rooms and final quote totals.
  4. Preview, share and follow up. Check the client view, fix discrepancies, share the proposal and track the customer response.

Practical travel agency example

How to quote two destinations with hotel options and flights

Imagine a client planning a trip across two destinations who wants two hotel options in each destination and flights included. Rather than sending separate spreadsheets or messages, you can organize the options within one proposal.

  1. Start with the customer and trip

    Connect the itinerary to a new or existing client and add the destinations and travel dates. That keeps revisions linked to the same customer record.

  2. Add accommodation and flight alternatives

    Capture eligible offers using the desktop extension or enter them manually. Review hotel rooms, meal plans, baggage, travel dates and supplier conditions for each option.

  3. Verify pricing before sharing

    Review supplier currency, markup and client-facing totals. Open the client preview and make any corrections before sharing; imported prices are not a guarantee of booking availability.

Explore a sample client travel proposal

Travel quote checklist: what to verify before sending

A good proposal is not just attractive. Your client needs accurate options and clear conditions. Before sending, check:

  • Travel dates and people: nights, room count, adult and child occupancy, flight dates.
  • Accommodation details: hotel name, room category, meal plan and cancellation rules.
  • Flight details: segments, departure and arrival times, baggage and fare rules.
  • Currency and price basis: supplier cost versus client price, per-night versus full-stay, and total for all travelers.
  • Capture accuracy: missing or ambiguous fields are checked with the supplier rather than guessed.
  • Client view: review links, selected alternatives and final totals before sending.

Frequently asked questions

Do I need the Chrome extension to make quotes?

No. You can build travel proposals manually and reuse saved information. The extension helps capture details on supported supplier sites.

Can one quote include several hotels and flights?

Yes. TRIPQUO supports multi-destination proposals with hotel and flight alternatives.

Does the client see my supplier costs and markup?

Supplier cost, markup and internal notes are not intended for the customer-facing proposal.

Does the extension work perfectly on every supplier website?

No. Extraction depends on site support and available data; you should review each captured offer and fill in missing verified fields.

Can I see a real proposal example first?

Yes. Open the public client proposal demo to see the layout without placing an order or providing personal information.

See how TRIPQUO handles a travel proposal

Explore the platform and open a public proposal demo before deciding how to organize your travel agency's next quote.