Understanding a quote: structure and parts

A quote has four main sections.

1. Action points (top)

Buttons at the top:

• Send to share with student.
• Preview to see student view.
• Start a Sale (after acceptance).
• Start an Application (after acceptance — sends to school).
• 3-dot menu. Delete the quote, save as template.

Important. Applications are only available once a quote option has been accepted by the student. Recommended to start the Sale BEFORE the application.

2. Quote setup

First block contains:

• Student name.
• Language.
• Expiry date.
• Owner.
• Currency.

3. Course options

Programs added to the quote, displayed side-by-side.

Each option supports:

• Add extras (accommodation, insurance, add-ons, fees).
• Add deposit.
• Add payment plan.

3-dot icon per option:

• Mark as favorite.
• Delete option.
• Duplicate option.

4. Notes

Free-text notes for the student. Use for exchange rate explanations, promotion clarifications, or custom messages.