1. Help Center
  2. Quotes
  3. After the quote: next steps

Transforming a quote in sale

After you've created a quote and the student has accepted it, you can seamlessly transform it in a sale.

Save time by transforming a quote you've created in a quote with just a few clicks.

Starting a booking/application

You can start the booking (e.g. accommodation, insurance, etc) and application to ed. providers directly via EducationLink. For in-depth information about how to proceed to check out our application/booking article: Sending a booking or application/enrollment via EduLink.

Adding the sale (bypassing booking/application)

Transform a quote in a sale (skipping the application/booking process) choose the product you want and click on "Add sale". You can repeat this process until you've added all the products the student wants to purchase, for example, two courses (one English and one bachelor), visa fee, insurance, and accommodation.

To learn more about how to add a sale, with a detailed explanation of the whole process, take a look in our article Selling a course to a student: adding a sale.

transform-quote-sale-education-link