Quotation Builder

Quote the trip, see the margin, close the deal.

Wolkcle’s quotation builder costs the trip component by component, presents it as a branded proposal, and shows your profit before the price goes out. Your customer accepts it from a link. The accepted quote becomes the booking.

11
builder tabs, one per part of the trip
18
currencies, buy-side and sell-side
5
service categories beyond hotels and transport
Profit, live
Recalculated as you build
Tax by component
Every rate is yours to set

Eleven tabs. One quotation.
Nothing retyped.

Each tab owns one part of the trip and feeds the same pricing engine. Change a room, and the subtotal, the tax, the per-person price and the profit all move with it.

1Overview
2Itinerary
3Accommodations
4Transportation
5Flights
6Additional
7Pricing
8Inclusions
9Terms
10Notes
11PDF Settings
STEP 01

Overview — Set the frame

Customer, trip dates, destinations, party composition and currency. Quotation and trip numbers are generated to your own format.

Auto-numberingB2C & B2B18 currenciesMultiple packages
STEP 02

Itinerary — Tell the story

A day-by-day programme with descriptions and photographs. Describe the trip in a sentence and let the AI draft the days, then edit and reorder freely.

AI draftingDrag to reorderPer-day imagesRich text
STEP 03

Accommodations — Price the stay properly

Pull hotels from your own catalogue with their contracted rates, seasons, meal plans and child policy — or add a property by hand. Rooming is priced by occupancy, by room or by person, whichever the contract says.

Hotel catalogue5 occupancy types4 meal plansChild age bandsExtra beds
STEP 04

Transportation — Assign by day

Vehicles from your fleet, assigned to the days they run. Price per vehicle, per person or per group; per kilometre, per hour, per day or flat. Driver allowance, parking and night halts stay on the cost side, where they belong.

Fleet catalogueDay-based validity4 rate typesSupplier-side extras
STEP 05

Flights — Air as a real component

Sectors with airline, timings and class, priced and taxed on their own footing rather than buried in “other services”.

Multi-sectorAirline & airport lookupOwn subtotalSeparate tax rate
STEP 06

Additional services — Everything else, priced

Sightseeing, meals, guides and escorts, permits and insurance, and anything miscellaneous. Save the ones you sell repeatedly to a library and reuse them.

5 categoriesReusable add-on libraryCopy across packagesPer-item cost & sell
STEP 07

Pricing — Decide the price with the margin in view

Component subtotals, markups, discounts, a component-wise tax engine, per-person splits and your profit — on one screen, live.

Component ledgerMarkup & discountTax by componentLive profit
STEPS 08 – 11

Inclusions, terms, notes and the PDF — the finishing pass

Pull standard inclusions, exclusions, terms, cancellation policy and payment instructions from your content library. Set the instalment plan. Then style the document: cover image, colour theme, typeface, greeting, and exactly which sections the customer sees.

Content libraryInstalment plans12 colour themes10 typefaces6 cover layoutsSection togglesInternal-only notes

The margin is visible before the price goes out.

Every line carries what you pay and what you charge. Component subtotals roll up through markups and discounts into a tax engine that rates each component separately, and the profit is recalculated as you work — not after the customer has the price.

  • Costed line by line. Hotels, vehicles, flights and services each carry a cost and a selling price, so the profit is a fact rather than a percentage assumption.
  • Tax by component, not one blended rate. Accommodation, transport, flights and each service category carry their own rate, and every rate is yours to set. Ships with Indian GST defaults; the tax’s name and treatment are configurable, so VAT and sales-tax markets are supported.
  • A secondary levy alongside it. Where a slab-based levy applies — India’s TCS on overseas packages, for example — it is calculated on its own slab rules, not bolted onto the main rate.
  • Per-person pricing that survives contact with reality. Adult, child and infant splits, child age bands, and a single supplement calculated from the property’s own sole-occupancy uplift.
  • B2B commission. Quote a partner agency on net rates with the commission structure handled explicitly.
  • Buy in one currency, sell in another. Enter supplier rates in the currency you actually pay in. Costs are stored in your base currency, so when the rate moves, one change reprices the quotation and holds every supplier amount constant.
Kerala · 5N/6D · 2 adultsStandard
ComponentCostMarkupSell
Accommodation₹52,000+18%₹61,360
Transportation₹14,400+12%₹16,128
Flights₹18,600+5%₹19,530
Services₹11,200+25%₹14,000
Cost of sale₹96,200
Selling subtotal₹1,11,018
Discount — priced to ₹1,09,000−₹2,018
Net before tax₹1,09,000
Tax — rated per component+₹11,454
Total payable₹1,20,454
₹7,229Stay · 12%
₹792Transport · 5%
₹959Flights · 5%
₹2,474Services · 18%
Your profit₹12,800
Per person (2 adults)₹60,227

Sample figures from an illustrative quotation. Rates shown are the shipped Indian GST defaults — every rate is configurable per component.

Price your next enquiry with the margin in view.Build it in Wolkcle, send the link, and see what comes back.
Package comparisonProfit compared
Budget
₹41,250
per person
₹7,900 profit
Recommended
Standard
₹60,227
per person
₹12,800 profit
Premium
₹92,400
per person
₹24,600 profit
Customer accepted Standard — recorded against the quotation

Illustrative figures from a sample quotation.

Give the customer a choice, and price each one properly.

Put two, three or five packages in a single quotation — each with its own hotels, vehicles, flights, services and margin. Mark one as recommended. Compare the profit on all of them side by side before you send.

  • Unlimited package options per quotation
  • Independent components, markups, discounts and tax on each
  • One marked as recommended, so the customer has a steer
  • Profit compared across packages before the quotation goes out
  • The customer’s chosen package is recorded when they accept, and it is the one that becomes the booking

An assistant that builds the quotation with you.

Describe the trip and the AI drafts the day-by-day itinerary. Then keep going — ask it to build the whole quotation, change one that already exists, or turn an accepted one into a booking. It works through the details with you, shows you exactly what it is about to do, and waits for your approval before it writes anything.

  • Itinerary drafting. One sentence in, a dated day-by-day programme out — fully editable, reorderable, and yours to rewrite.
  • Quotation authoring. The assistant asks for what it is missing — dates, party, hotels, budget — and prepares the quotation for your approval.
  • Editing by instruction. “Swap the Munnar hotel for the Fragrant Nature and add a night” is a change you describe, not a form you refill. Changes are staged and shown before they are applied.
  • Nothing is written without your say-so. Every action the assistant proposes is previewed and confirmed by you first.
  • Finding things. Ask for what expires this week, what a customer was quoted, or which deals are unanswered.
AssistantAwaiting your approval
“Swap the Munnar hotel for the Fragrant Nature and add a night.”
Staged changes — nothing applied yet
AccommodationTea Valley ResortFragrant Nature
Duration5N / 6D6N / 7D
Total payable₹1,20,454₹1,38,940
An AI-painted Kerala backwaters scene used as the backdrop of a quotation cover page
Your Agency
hello@youragency.com
+91 98xxx xxxxx
Prepared for the Menon family
Backwaters & Hill Country
6 nights in Kerala
Tea plantations in Munnar, from the itinerary
A houseboat on the Alleppey backwaters, from the itinerary
Chinese fishing nets at Fort Kochi, from the itinerary
AI paints the backdropYours — logo, photos, text and contact details

A cover page that is actually your trip.

The AI paints the scenic backdrop. Your itinerary photographs, your logo and your contact details are composited on top — so the cover shows the places on the trip, not a plausible invention. Try every layout and rewrite the headline as often as you like; only a new backdrop costs anything.

  • Six cover layouts, twelve colour themes and ten typefaces
  • Your own itinerary photographs, never an AI-invented landmark
  • Relayout and rewrite freely — the backdrop is the only generated layer
Matching templatesScored on the enquiry
Kerala Classic · 5N/6D
2 adults · Oct–Feb · sold 24×
94%
Munnar & Thekkady · 4N/5D
2 adults · Oct–Mar · sold 17×
78%
South India Grand · 9N/10D
4 adults · Nov–Jan · sold 6×
41%
Scored on destination, duration, party size, season and how often you have sold it. A deterministic rule — not a guess.

Illustrative template library.

The first quotation takes a while. The next one takes minutes.

Save a priced package as a template — rooming, contracted rates, services, terms and all. When a similar enquiry lands, Wolkcle finds the closest template you already have.

  • Templates that remember the money, not just the structure. Rooming plans and rate snapshots come across, so a template-built quotation arrives priced instead of empty.
  • Template matching. New enquiry, scored against your library on destination, duration, party size, season and how often you have sold it.
  • One date fills the trip. Enter the departure date and every itinerary day, hotel check-in and check-out, and vehicle service date follows. Change the party size and the rooming rescales — without overwriting a plan you have hand-tuned.
  • Reprice the whole plan in one pass. Rates move between seasons. Wolkcle flags the lines priced against a stale or out-of-season rate and reprices them against the live catalogue.
  • Duplicate for a new customer. Same package, new travellers, new dates, dates and rates refreshed.

Send it, and let them say yes from their phone.

Every quotation gets a private customer link. Your customer opens it on their phone, reads the trip, compares the packages, and accepts the one they want — or asks for changes. The acceptance is recorded against the quotation with who accepted, when, and which package.

  • A branded PDF with your cover, colours, typeface and greeting — and control over exactly which sections the customer sees, including whether the tax breakdown and per-person pricing appear at all.
  • A private customer link, mobile-first because most of these are opened from WhatsApp. Revocable at any time.
  • Accept online, or request changes. Both land back in the CRM.
  • WhatsApp-ready text, formatted with the trip summary and the price.
  • Email with the PDF attached, sent from the record.
  • You know when it was opened — and when it went out by a channel we cannot track, we say nothing rather than guessing. What the page shows about customer engagement is only ever what was actually observed.
Accepted · Standard package
A. Menon · 14 Aug, 4:12 pm

Illustrative customer link. Totals match the sample quotation above.

Your document, your brand

Cover image and layout, colour theme, typeface and a greeting that carries your own wording. Set once as the house default, overridden on any single quotation.

Decide what they see

Section toggles for the itinerary, accommodation detail, terms, the tax breakdown and per-person pricing. Internal notes and cost lines never leave the CRM.

Link, WhatsApp or email

A revocable private link for acceptance, a formatted WhatsApp message with the trip summary and price, or an email with the PDF attached — all sent from the record.

12
PDF colour themes
10
Typefaces
6
Cover layouts
8
Deal stages, derived automatically

Every figure on this page is countable inside a trial. We publish no generation times and no profit-uplift percentages.

WT/QT25-26/00184Negotiating
DraftSentOpenedNegotiatingWonBookedLostLapsed
Version history
  • TODAY · 11:04
    Hotel changed: Tea Valley Resort → Fragrant Nature · v4
  • TODAY · 11:04
    Price: ₹1,20,454 → ₹1,38,940 · v4
  • 3 DAYS AGO · 09:30
    Follow-up sent — second nudge · +3 days
  • 6 DAYS AGO · 18:12
    Link opened by the customer · observed
Next chase in 4 days · valid for 50 more days

Illustrative record.

A quotation is a deal, not a document.

Wolkcle tracks where every quotation stands — draft, sent, opened, negotiating, won, booked, or lost — and works out the next thing to do.

  • A follow-up cadence that sets itself. Two days after the quotation goes out, then three, then weekly — until the customer replies or you stop the clock.
  • Every conversation on the record. Chases, replies and revisions are logged against the quotation without disturbing its status.
  • Won and lost, with the reason. Losses are recorded against a consistent set of reasons, so “why are we losing” becomes a question with an answer.
  • Reopen a dead deal. Customers come back. Reopening restores the quotation with a fresh validity period and a note explaining why.
  • Validity that is managed, not just printed. Quotations expire on schedule — 56 days by default, anywhere from 1 to 365 — and you can extend and resend in one action.
  • Full version history. Every revision is kept, with the changes written out in plain language — “Hotel changed: Taj → Oberoi”, “Price: 45,000 → 52,000” — not as a field-level diff.

The accepted quotation becomes the booking. Nothing is retyped.

When the customer says yes, the quotation converts — travellers, hotels, vehicles, flights, services, pricing and payment plan carried across in full. Supplier work orders and the payment schedule are created with it.

  • Everything comes across, including the chosen package and the instalment plan.
  • A check before it converts. Wolkcle reviews the margin, how much the price has moved since the customer accepted, how close departure is, and whether the cost lines needed to judge any of that are actually recorded — and reports what it finds.
  • It reports; it does not guess. Where costs are missing, Wolkcle says so rather than assuming a zero and printing a flattering margin.
  • You decide what blocks. Each check is a policy setting. Price drift blocks by default, because converting past it produces an invoice for a number the customer never agreed to.
  • Reversible. A conversion made in error can be undone.
Pre-conversion check1 blocking
Margin within policy11.7% against a 10% floor
Price moved since acceptanceAccepted ₹1,20,454 · now ₹1,38,940. Blocks by default.
Costs not fully recorded2 service lines have no cost. Reported, not assumed as zero.
Departure not imminent41 days out
Each check is a policy setting — block, warn, or ignore. A conversion made in error can be undone.

Illustrative check result.

See the whole loop on one enquiry.Quote it, send the link, take the acceptance, and convert it — inside the trial.

Configured to how your agency already works.

Your quotation numbersCompany prefix, document code, separator, financial or calendar year, sequence length and starting number.
Your standard contentTerms, cancellation policy, inclusions, exclusions and payment instructions, saved once and pulled into any quotation.
Your service librarySightseeing, meals, guides, permits and extras with your own cost and selling prices, ready to drop in.
Your defaultsValidity period, default markup, tax treatment, and whether prices are quoted inclusive of tax.
Your teamRoles decide who can build a quotation and who can send, discount, accept or convert one. Every change is attributed.
Your documentCover, colour theme, typeface, greeting and section visibility — set as a house default, overridden per quotation.

Spreadsheets weren’t built for this.

A quotation is three jobs pretending to be one: a costing exercise, a sales document, and a negotiation record. A spreadsheet does the first badly, the second not at all, and the third never.

CapabilityExcel / SheetsWolkcle
Cost and selling price on every line, with live profitPartial
Component-wise tax with configurable ratesPartial
Hotels and vehicles from a rate-carded catalogue
Multiple packages compared in one quotation
AI itinerary drafting, authoring and editing
Branded PDF with cover, theme and section control
Private customer link with online acceptance
Follow-up cadence and deal stages
Full version history in plain language
Templates that carry rooming and rates
Buy in one currency, sell in another
Converts to a booking without re-entry

Ready to quote with the margin in view?

Start with your next enquiry. Build it in Wolkcle, send the link, and see the difference on the one that comes back.

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