Saved Quote Templates — reusable quotes with preset charges, discounts, and booking rules

1 Vote Requested
Ryan S
32 mins ago
Member for 4 months 3 posts

Please add the ability to save a quote as a reusable template.

Today, whenever we build the same kind of custom quote repeatedly, we have to rebuild everything from scratch each time — the charge lines, the discount (in the correct position), the cancellation policy, and the payment rules. For us the recurring case is non-refundable rate offers, but this applies to any repeatable quote type: multi-unit split stays, seasonal packages, long-stay deals, etc.

A saved "Quote Template" that pre-loads:
- charge line items (rent, cleaning, surcharges),
- discounts placed correctly (e.g., a Rent Only discount positioned so it actually calculates on rent only),
- the cancellation policy (e.g., non-refundable), and
- first/second payment rules (e.g., Everything Due Upfront),

...and then lets us spin up a new quote from it by just swapping the guest and dates — would save real time and prevent errors.

This pairs naturally with the existing request for a non-refundable option in the inquiry/booking widget:
https://www.ownerrez.com/forums/requests/nonrefundable-option-within-the-inquiry-booking-widget

Until guest-selectable non-refundable rates exist, a quote template would at least let hosts offer them efficiently. Right now we have to re-enter the rent-only discount as a fixed dollar amount on every manual quote, because when added as a percentage it calculates against the total of all charges above it (per the Charges grid) rather than rent only — so it can't be trusted to stay rent-only without manual placement each time.

Even a lightweight version — "save this quote's charges + rules as a template" and "new quote from template" — would be a significant workflow win.

Michael E
20 mins ago
OR Team Member Member for 2 years 77 posts

Hi Ryan,

We've received your feature request—thank you! If you think others would love this too, spread the word and invite them to upvote. Community feedback really helps us prioritize what to build next.