> ## Documentation Index
> Fetch the complete documentation index at: https://demo-travel.webbinghub.io/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Quote lifecycle: from draft to booking

> How an Omnibeds quote moves from draft to priced, sent, accepted and converted, how prices are re-checked, and what the client's link shows and hides.

A quote in Omnibeds holds one or more options (hotel offers) for a client, plus any extras the agent prices by hand. The client sees it through a read-only link, picks an option, and the agent converts that option into a booking. The code is in `lib/quotes/`. Agencies can turn the quotes module off.

## Statuses

Click a status to see what it means and what can happen next.

Can become:

The open statuses are `draft`, `priced` and `sent`. Options can be added and changed while the quote is `draft` or `priced`.

## Building a quote

* **Add an option** from search results, a hotel's rooms or the price-check step. An option keeps a snapshot of the offer, including its supplier reference and how long the supplier honours it.
* **Extras** (a transfer, a guide, insurance) are priced by hand by the agent.
* **The selling price** of an option can be overridden by the agent; it is then kept whatever the cost does.
* **Guests**: the party can change (previewed, then applied), and guests can be named ahead of booking.

## Sending and versions

Sending a quote creates the client's link. After it is sent, the agent can **revise** it: the quote reopens for the next version, and its prices are checked again straight away. Each version records what changed since the one before.

## Re-checking prices

Open `priced` and `sent` quotes are checked with their suppliers, from the quote page, from the quote list for every quote at once, and every day by the quote job. An option whose price, terms or availability changed is flagged, and the agent can take the new price before the next version is sent.

## The client's link

The link at `/q/<token>` shows the quote as the client should see it: the agency's look, the selling prices and the options, in the quote's language. It never shows supplier names or costs, and it can be printed as a PDF. The client accepts one option there.

> [!WARNING]
>
> A quote with a Hotelbeds option can't be sent, shared or printed, and it is hidden from anyone not in presenter mode. See [Confidential suppliers](https://demo-travel.webbinghub.io/docs/suppliers/confidential.md).

## Converting an option to a booking

Converting uses the same four steps as a [booking](https://demo-travel.webbinghub.io/docs/pipelines/booking.md), with one difference in step 1: the page shows what changed since the option was quoted.

| Compared | Shown as |
| - | - |
| Price | Quoted selling price and the price now |
| Cancellation | The quoted policy and the policy now |
| Room | Shown only when it changed |

The booked offer must still be the quoted product; a refreshed supplier reference is fine, a different product is not. Once booked, the quote becomes `converted`, records the booking's reference, and the booking records the quote's.

## Closing

The daily quote job closes quotes whose check-in has arrived or whose agent deadline passed. A quote's status is also worked out when it is read, so a quote past its deadline shows as `expired` even before the job runs.


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