From the trips list
Select the Create Quote button from the top right of the screen
From the schedule board
While hovering the mouse over the preferred date and aircraft cell a + symbol will appear, select the Create Quote option from the drop down.
Begin typing the name of the requester. If the profile exists in the system it will appear in the drop down to be selected. If the requester does not exist create a new profile. Click the create button to start the quote.
Input the itinerary
Begin entering the Tail Number, departure date and time, and departure and arrival airports. The tab key on the keyboard will move the focus to the next field. Update the passenger count to ensure Segment tax is calculated correctly.
Use the drop down to expand each leg to view more detail
Mark the leg as Positioning, Tech Stop or No Tax where applicable
Adjust the line item dollar amount or quantity as needed to finalize the estimate
Add any additional costs or taxes required
Review the options that were selected and make any adjustments that may be needed. Press the Create Quote button to generate the quote with selected options
On the quote screen the email address of the trip requester or planner will automatically populate from the saved profile. The options on the right allow to filter on or off details about the pricing options. Additional attachments can be added to the email that is sent out, for example addition terms and conditions
If needed an additional PDF version of the quote can be downloaded for record keeping
To navigate back to a previously created quote, open the created trip from the Requests list. Select the Quotes link to the left of the Itinerary