How to create a new quote

Discover how to efficiently craft, customize, and share personalized quotes with your students using Edvisor.

After you've completed your search and narrowed down the courses that match your criteria, the next step is to craft a customized quote for your prospective student.

In this article, we will show you how to:

• Create a new quote
• Assign the quote to your student
• Add extra fees and services
• Add notes
• Preview your quote
• Share the quote with your student

🔹 Create a new quote

In the search results, you'll notice an 'Add to Quote' button next to each course option. Simply click on it for any course you wish to include in your quote.

• Click on 'Add to Quote' next to each course option you want to include.
• Then, click on 'Create new quote'.

This action will redirect you to the quotes section. Here, you can assign the quote to a student, make any necessary edits to the quote, and add any relevant notes.

🔹 Assign the quote to a student

You have the option to assign the quote to an existing student by simply typing the student's name.

If the student hasn't been created in the system yet, you can easily add a new student profile by clicking on the plus icon, directly from this window.

• Language: Choose the language in which the student will receive the quote information.
• Due Date: Set the expiration date for the quote. The system permits you to set a validity period of up to one month for each quote.

• Assigned To: Select the counselor responsible for this quote.
• Currency: Choose the currency for displaying the prices. ℹ️ Note that prices will automatically be shown in the school's local currency and in a secondary currency of your choice.

🔹 Edit your quote options - Add extra services

Easily modify each quote option by clicking the 'Edit' button.

Here, you can add extra services like:

• Accommodation: Choose from a variety of accommodation options provided by the school, select from your pre-saved accommodations, or customize completely for a unique offer.

• Insurance: Add insurance options available through Edvisor. This action launches the insurance search tool, helping you quickly find and include the best insurance option in your quote.

• Add-Ons: Incorporate additional services offered by the school, such as transfers or extra fees, include your own add-ons, or create one specifically for the quote.

• Fees: Display any extra fees you've added to your platform, like visa fees or agency administration fees. Custom fees can also be added here if they haven't been pre-loaded into Edvisor.

After making adjustments, save your changes and repeat the process for each quote option as needed.

🔹 Include Additional Notes

You have the option to include notes with comments for the student - be it extra details about exchange rates, the quote's expiration date, guidance on selecting their preferred option, or anything else!

Once completed, click 'Save' to store your draft. Now, you're ready to share it with your student!

🔹 Preview your quote

To get a glimpse of how your quote looks, simply click on 'Preview Quote' at the top of your page. This feature allows you to see exactly what your student will see.

💡 Make sure to double-check all details before sending.

🔹 Share your quote with the student

After ensuring all aspects of the quote are correct, it's time to share it with your student.

Share it by Email

You'll find the 'Email to Student' option at the top of the page. Click on it and fill in the necessary details to email the quote directly to your student.

The system automatically preloads the student's email address. You have the option to add a CC email, send a BCC to yourself, attach files, and choose your email subject and body.

Share the quote as a link - via WhatsApp or other channels

In the quote preview, you will find the 'Share Link' option.

Clicking on it generates a URL linked to your quote, which you can then share with your student via WhatsApp, Facebook Messenger, or any other channel.