features

Quote mode

Manual quote review before the customer pays

Quote mode turns the booking flow into a controlled pricing workflow. When a vehicle rate is set to request quote, the widget and API save the trip as Quote Requested, keep the requested details, and wait for staff to price the reservation before checkout.

No payment Requests are captured without charging the passenger first
Manual rows Miles, service, vehicle, extras, taxes, and fees stay editable
Live status Quote Requested and Quoted states are visible in reservations
Checkout link Quoted trips send customers back to the widget to confirm and pay
Request quote rate Manual pricing Checkout email Requote

Quote workflow

Capture the trip first, price it after review

When automatic pricing is not the right fit for a vehicle, market, or special request, quote mode keeps the booking details and gives staff a structured pricing surface before checkout.

01

Enable quote mode

Mark a vehicle rate as request quote so the widget skips immediate payment during the initial booking request.

02

Save the request

The widget and API store pickup, drop-off, service type, vehicle, passengers, luggage, extras, miles, and quote flags on the reservation.

03

Price manually

Admin users open the Quote Requested reservation, create quote rows from the request, fill unit prices, and review tax, card fee, paid amount, and balance.

04

Send checkout

Once the quote is ready, the reservation moves to Quoted and the customer receives a checkout link to confirm and pay from the configured widget URL.

Admin surfaces

Quote mode is visible across reservation operations

The reservation list highlights live quote requests, the detail screen preserves requested booking information, and quoted reservations can be requoted or have the checkout email resent.

Rate-level switch

Request quote can be enabled from the rate generator when automatic pricing should pause before payment.

Request details preserved

Service type, vehicle, route, miles, passenger count, luggage, and extras remain visible before pricing.

Manual rate rows

Staff can create quote rows from the request, edit references, units, prices, and taxable behavior.

Total review

Subtotal, tax, credit card fee, paid amount, and balance stay visible in the reservation totals.

Checkout delivery

Quoted reservations can send or resend checkout email so the customer returns to confirm and pay.

Requote support

A quoted reservation can move back into Quote Requested when pricing needs another review.

Controls that matter

Quote fields shared between widget, admin, and API

Rate flags requestQuoteEnabled, requestQuoteMode, requestQuote, quoteRequest
Reservation status Quote Requested while pricing, Quoted after checkout is prepared
Manual rates Rate rows, units, unit price, taxable setting, rounded total
Checkout base Company widget URLs define where quote checkout links send customers
API guard Quote checkout is only available after the reservation reaches Quoted status