Hotel + DMC Quoting

Quoting is the part of trip planning where most advisors lose the most time and the most clients. TripPortfolio's quoting flow lets you draft a multi-option proposal — three hotels, two villa alternatives, a curated DMC package — and send it as a branded mini-site. The client clicks through, compares, and selects without you ever leaving the platform.

Behind the scenes, Claude reads your knowledge base (the destination notes, supplier intel, and past trips you've been accumulating) to suggest properties before you even type. "Quoting a 2-bedroom suite in Florence for an anniversary couple" surfaces the three hotels you used last time for similar bookings, with the right rate codes and the supplier rep's contact already linked.

Every sent quote includes view tracking: you see when the client opened it, which option they spent the longest on, and which one they ultimately picked. That signal feeds back into the CRM so the next time you quote a similar trip, the AI weighs that property a little higher.

Available on every tier. The Studio+ branded PDF / domain comes through here too — the quote mini-site lives at quotes.youragency.com on Agency, with no TripPortfolio branding visible to the client.