Build and price a quote

This page covers building and pricing a quote in the OS console's Quotes workspace (/os → Quotes). It does not cover sending — once a quote is priced, sending it to the customer is a separate job (linked at the end).

1. Start a quote

You can start a quote three ways:

• From the RFQ Inbox — convert a request in one click, or hand it to the build pane pre-filled. See Triage the RFQ inbox and convert it to a quote.
• Guided quote — click Guided quote in the Quotes workspace for a 4-step stepper (Customer → Trip → Options → Send) that validates each step before letting you continue. It wraps the same pricing and send calls as the direct build form, aimed at a rep who's new to quoting.
• Build tab, direct — click the BUILD tab in the Quotes workspace for the full form in one screen — this is the only path that supports a multi-leg itinerary (see below).

2. Single-leg or multi-leg

The direct Build tab has a toggle at the top: SINGLE LEG or ROUND-TRIP / MULTI-LEG.

• Single leg — origin, destination, date, and pax price one trip.
• Multi-leg — add as many legs as the itinerary needs; each leg is priced and itemized, and the line items sum to the quote's total price.

Switching from single-leg to multi-leg carries over whatever you've already typed as the itinerary's first leg, rather than discarding it.

In both modes, attach a customer (from your CRM accounts, or free text) before pricing — the customer link is what a negotiated rate card and a sendable quote both depend on.

3. Price the trip

Click BUILD QUOTE (single-leg) or BUILD ITINERARY QUOTE (multi-leg).

This runs your fleet against the trip and returns, per eligible tail, a price and a compliance status:

• a passing tail, priced and selectable,
• a PENDING_VERIFICATION tail — priced, but its compliance gates haven't cleared against authoritative data yet,
• or a suppressed tail — hard-blocked by a gate, never selectable.

4. Rate cards apply automatically

If the customer attached to the quote has an active negotiated rate card on file, it's applied to the price automatically — you don't pick a card in the build form. The build result discloses the adjustment rather than silently moving the number: a rate-card chip shows the card name, the negotiated discount or markup, and what the price moved from and to. This applies to both single-leg quotes and every itemized leg of a multi-leg itinerary.

A rate card itself is set up and linked to a customer separately — see Publish rate cards and jet cards. A quote built for a customer with no active card just prices normally, with no adjustment shown.

Next: send the quote

Once a quote is priced, the next step is sending it to the customer — covered in Send a quote to the customer.