Offers

Manage customer travel offers in Tourpaq Office. Search and filter offers, track status and follow-up dates, create and send offers, and convert accepted offers into bookings.

Overview

The Offers page is your overview of all customer offers in Tourpaq.

An offer is a proposed travel package you can send to a customer (or prospect), follow up on, and—if accepted—convert into a booking.

On this page you can:

• Find offers quickly using search and filters

• Open an offer to review or update it

• Track the offer status (sent, expired, sold, etc.)

• Plan follow-ups using the follow-up date

• Create a new offer

• Switch to Statistics for an aggregated view

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Purpose

Use the Offers overview to keep your sales work organized:

• Retrieve offers based on customer, dates, destination/hotel, creator, and more

• See what needs follow-up and when

• Keep internal notes so colleagues understand what has been done

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Before you start

• You must have access to the Offers module in Tourpaq Office.

• Offers can be created manually by an agent or through integrated customer interactions.

• Customer and travel data should exist in the system to make filtering effective.

Offers overview with filters, results list, and actions.

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Find offers (filters)

Use the filters at the top of the page to narrow down the list.

Common filters

• First name / Last name: Find offers by customer name.

• Email: Find offers by customer email.

• Offer no: Open a specific offer if you know the offer number.

• Created period (From / To): Show offers created in a specific date range.

• Departure date / Arrival date: Filter by the travel dates in the offer.

• Status: Show offers in a specific state (for example Unsent, Available, Expired, Sold, Closed).

• Follow-up start date / Follow-up end date: Show offers that have a follow-up scheduled in a given period.

• Create user: Show offers created by a specific user.

• Hotel: Show offers that include a specific hotel.

Other options

• Close reason: Filter closed offers based on why they were closed.

• Customer type: Filter by who the offer is for (for example Customer vs Offeree).

• Display names: Toggle between showing internal system names vs display names (if available in your setup).

• More filters: Expand additional filter options for a more detailed search.

Apply or reset filters

• Click Display to apply your selected filters.

• Click Clear to reset all filters and show all results.

If you’re looking for what to work on today, start with Status = Unsent/Available and set a Follow-up date range.

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Understand the offer list

Each row in the list is one offer. The most important fields are:

• Offer No: The offer’s unique ID (click to open the offer).

• Brand: The brand the offer belongs to.

• Type: Who the offer is for (typically Customer or Offeree).

• Customer/Offeree: Name of the person receiving the offer.

• Create User / Create Date: Who created the offer and when.

• Update User / Update Date: Who last updated the offer and when.

• Follow-up Date: The next planned contact date.

• Status: Current state of the offer.

• Status Details: Extra information (for example “Not sent to customer” or “Expired on [date]”).

• Internal Comment: Internal notes (only visible to office users).

Offer statuses (most common)

• Unsent: Offer is created but not sent to the customer yet.

• Available: Offer is active and can be sent/used.

• Expired: Offer validity has ended.

• Sold: Offer has been accepted and converted into a booking.

• Closed: Offer has been closed (check Close reason when relevant).

Delete an offer

A delete icon may be available on each row.

Deleting an offer removes it from the list. Only delete offers if your company process allows it and you are sure it is no longer needed.

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Actions

• Create: Start a new offer.

• Offers / Statistics: Switch between the offers list and an aggregated statistics view (for example number of offers sent and conversion rates).

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Typical workflow

1

Create an offer

Create a new offer and fill in customer/offeree, travel details, and pricing.

2

Send the offer

Send the offer to the customer (usually by email) once the content is correct.

3

Follow up

Set and use the Follow-up Date to keep track of when to contact the customer.

4

Convert to booking

If the customer accepts, convert the offer into a booking (the status typically becomes Sold).

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Related guides

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Create a new offer

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Create new offer

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Offer list + statistics

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Offer management and statistics

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Offer templates

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Offer template

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Insert reusable text into offers

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Select text for Offers

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SMS templates

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Customer Offer SMS template

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Automatic offer flow

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Customer offers automatic flow