Quoting is the act of giving someone the estimated price of a job or service.
On EducationLink you can create new quotes at any time. You can search for courses, insurance, accommodation and other services, add it to a quote and EducationLink will generate a PDF and will help you send it to the student.
A quote may take few seconds-minutes to create, it depends on how detailed and how many changes you would like to do to to the quote. EducationLink will try to help you suggesting approximated dates, amounts of payments and prices.
Every quote must have a lead/student, why? Event though sometimes it's easier to send quotes without adding the lead/student to any CRM, it's really easy to loose track if the volume increase. Furthermore, no reliable reporting or analytics is possible, as it's not possible to know exactly how many leads there was in the period.
EducationLink allows you to create the whole quote without having the lead/student added to the system. But before you send the quote will you have to add the lead/student.
Below we show all the possible ways to add a student to a quote.
When you create a quote EducationLink will ask what type of quote you would like to create:
When you want the student to compare different courses, or options, that's the right type of quote. EducationLink will now that the courses should be displayed as comparison and will make it easy for the student/lead to do that: compare courses.
Sometimes you may want to create a quote, where you may have multiple courses, and each of these courses are being sold as a "package", that means: the student will enroll in each course one after the other. E.g.: the first course is an english course, the second is an undergraduate program and the third is a graduate program.
EducationLink will adapt itself to allow you to create the study plan the easiest way possible, EducationLink will also: calculate the first payment of the student, notify you in case the start date and end date of the courses have overlap, will calculate insurance accordingly the total duration of courses and finally, EducationLink will adapt the quote layout to make it easy for the student to understand the quote.
Every quote should have a course. EducationLink allows you to search for course just like you search on Google, plus it will calculate the prices automatically, given the student nationality, status (onshore/offshore), etc.
To learn more about how to search for courses, check out this article: Searching for courses
You can add insurance (including health insurance such as OSHC) to your quote. EducationLink will try to calculate the prices automatically (if possible).
To learn more about Insurance (and/or how to buy OSHC in Australia), check our article: Comparing and buying insurance via EducationLink.
To choose accommodation and to add it to your quote it's basically the same as adding a course. EducationLink will list all accommodation available, choose the one you would like to add to your quote by clicking in "Quote".
Visa, medial and other fees, related to the government are all available by clicking in "Government fees". Based on the course you selected, EducationLink will display the fees of the country you are quoting to your lead.
Before you can send the quote or get the PDF, you can select or change some of the options below:
To learn more how to change the currency and language: Sending a quote in a different language or currency.
When you click in "Generate quote in PDF" and the PDF has been successfully generated, you can send the quote via email, WhatsApp or WeChat. Just click in the option you would like.
To learn more about about sending quotes via email, WhatsApp or WeChat check out this article: Sending a quote to a lead/student? Via email, WhatsApp and WeChat.
