Quoting
How to Build an Itinerary
This article will explain how to build an itinerary in HubSpot for round trips, overnight trips, and shuttle trips. STEP 1 - Go to the Deal Navigate to the deal of your choice ...
How to Quote A Customer - One Way Transfer
This article will explain how to properly quote a customer for a one way transfer.
How to Quote A Customer - (Round Trip, Overnight, or Shuttle)
This article will explain how to quote a customer for a round trip, overnight trip, or shuttle. (Multi-Stop Trip)
How to Edit a Published Quote (Recall & Edit)
Learn how to edit a published quote, using the Recall & Edit option in HubSpot.
Drop / Pick: How to Clone a Trip
Learn how to do a drop/pick in HubSpot.
How to Send A Quote Without eSignature
Learn how to send a quote to a customer without using the eSiganture functionality.
How Trip Numbers Work
This article will explain how Trip Numbers are created for Nationwide Bus Charter's HubSpot. Trip numbers are now coming into your HubSpot in sequential order! Here's how the t ...