In TravelManager there’s 17 default statuses that can be applied to a quote. These help track the progress of each quote from new to closed and the possible scenarios during the booking process.  To faciliate best business practise a TravelManager administrator can configure the email templates with triggers on the Status of the quote. There are two main types of change

1)   Quote status from

Control what email templates are available based on the Quote Status. The email templates can be available regardless of the status by not applying any “Quote Status From” selection on an email template. Alternatively if you apply a “Quote Status From” for example to be “Open” the email template will only be displayed when the quote status is “Open”.

**If you’re using a lot of email templates this can really simplify you options based on quote status.

2) Quote Status To

Have the Quote Status change based on what email template is sent. This second type of automated change is the status change where the email template triggers a change in state e.g. The status could be changed from “Open” to “Quoted” once a proposal / quotation is sent to the client.

Simply change the “Quote Status To” the new status.

Regards,

Eamonn