Offer template

Overview

The Offer Template module in Tourpaq allows sales and back-office staff to create branded quotation documents or email offers for customers. These offers can be generated when speaking to a customer, customized with comments or follow-up dates, and sent directly from the system.

The select offer email template of each agency is a custom-built template by Roweb.

Instruction

The customer offer email contains the following section:

• per brand header message (with dynamic variable option - add "Message" variable)

• custom message that can be set for each particular customer

• offer benefits from the agency

• individual offer/hotel comment inside the customer offer bundle

• Short information about resort/hotel information about accommodation and price

• information about what you can add extra to the offer

• the insurance information

• per brand mail footer message

Field / Element Descriptions

Element	Description
Offer Template Name	The name of the layout or template used for the offer (branding, format).
Customer	The client to whom the offer is addressed.
Travel Dates	The start and end date of the proposed travel.
Services Included	List of travel services: hotels, transport, extras, etc.
Pricing Breakdown	Itemised pricing: base cost, margins, taxes.
Comments / Follow-up	Additional remarks, salesperson comments and follow-up date.
Status	Current state of the offer: Open, Sent, Viewed, Accepted, Expired.
Send / Generate	Action buttons to send the offer via email or generate PDF.
Conversion to Booking	Option to convert the offer into a booking if the customer accepts.

Best Practices & Notes

• Use clear follow-up dates to track sales pipeline.

• Make sure the template branding and layout are up to date.

• Regularly review offer-to-booking conversion statistics to optimise templates.

• Keep templates simple and tailored for the audience: focus on key services, pricing and benefits rather than full contract text.