Set quotation terms and footer

The Quotations tab holds the two blocks a quotation carries below its pricing: the terms & conditions list and the sign-off footer. Both are per property, because a portfolio does not sell one kind of stay - an owned block and a managed villa are quoted under different terms.

Screen /properties/<property> · Roles: Admin (read-only for other property viewers)

1. Open the property’s Quotations tab.

2. Write the Terms & conditions - one term per line; each line renders as a bullet on the document. For example:

   100% advance payment required to confirm booking
   All utilities included – no hidden charges

3. Write the Footer - the lines that close every quotation. A thank-you over a tagline is the classic shape, but a licence number or an address belongs there just as naturally. Leave it blank for a simple thank-you.

4. Check the “How the footer reads” preview, then click Save.

What ends up on a quotation

Reading top to bottom, a quotation prints: the guest details, the pricing, the payment details, then these terms & conditions, this property’s refund ladder, and finally this footer.

Payment details are not edited here - on purpose

The bank block on a quotation comes from the account assigned to this property on the Bank Accounts page, so an IBAN is corrected in one place rather than in every property that pasted it. Only a property with no assigned account falls back to the free-text box on its Content & policies tab.

Keep terms short

Every line prints on every quote. Rules a guest must accept belong here; descriptions of the stay belong in the property’s guest-facing content.

What’s next

See how quotes travel to guests in Inquiries & quotes, or continue the property setup with Link units.