--- title: Tuvoli- 2. Opportunity Manager- Overview and how to send your client quote description: Use Tuvoli's Opportunity Manager to review, edit, and send client quotes via email with DocuSign and checkout options for credit card, wire, or charge-only payment. --- [Skip to content](https://help.tuvoli.com/tuvoli-2.-opportunity-manager-overview-and-how-to-send-your-client-quote#main-content) [![Tuvoli Logo](https://help.tuvoli.com/hs-fs/hubfs/Logo%20Tuvoli.png?width=140&height=21&name=Logo%20Tuvoli.png)](https://help.tuvoli.com?hsLang=en) - 📞 +1 (855)-488-8654 - ✉️ help@tuvoli.com - [Submit a request](https://help.tuvoli.com/kb-tickets/new) Open main navigation Close main navigation - 📞 +1 (855)-488-8654 - ✉️ help@tuvoli.com - [Submit a request](https://help.tuvoli.com/kb-tickets/new) - How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://help.tuvoli.com/?hsLang=en) 2. [Tuvoli](https://help.tuvoli.com/tuvoli?hsLang=en) 3. [Opportunity Manager](https://help.tuvoli.com/tuvoli?hsLang=en#opportunity-manager) March 4, 2026 # Tuvoli- 2. Opportunity Manager- Overview and how to send your client quote - Opportunity Overview will give you a summary of the quote you have created. You will be able to view/edit the quote, duplicate the quote, download a PDF as well as send the quote via email.![](https://help.tuvoli.com/hubfs/Knowledge%20Base%20Import/6474954440980.png) - When sending the quote by email, you have multiple options available: docusign, docusign and checkout- credit card or wire, docusign & checkout (hold not required), docusign and check out (charge only option), docusign only, PDF only and the newly added wire transfer with hold only (credit card hold required)![](https://help.tuvoli.com/hubfs/Knowledge%20Base%20Import/9628705920148.png)![](https://help.tuvoli.com/hubfs/Knowledge%20Base%20Import/26223592546068.png)![](https://help.tuvoli.com/hubfs/Knowledge%20Base%20Import/26223592563604.png) - The notes section at the bottom of the page WILL NOT BE viewable to the client, they are internal notes.![](https://help.tuvoli.com/hubfs/Knowledge%20Base%20Import/6474851834260.png) - In order to send the quote with Docusign and Client Checkout, click on the radio button to the left of the created date and "Preview and send quote"![](https://help.tuvoli.com/hubfs/Knowledge%20Base%20Import/6428906397460.png) - **Emailing your customer quote**- - The "from" address is hardcoded as [support@tuvoli.com](mailto:support@tuvoli.com) but can be configured to show your company email URL. - Your email must have a "subject" in order to send - Feel free to add a custom message to your client in the body of the email. Everything you type in the free form box will be sent in the body of the email.  - Your quote will be attached to the email in a PDF format. - ![](https://help.tuvoli.com/hubfs/Knowledge%20Base%20Import/6476731490708.png) - Once you are happy with the content of your outgoing email, click "![](https://help.tuvoli.com/hubfs/Knowledge%20Base%20Import/6478319316500.png)" - Below is what your client will receive. If they are happy with the quote, they click "confirm this quote" to bring them to the docusign and checkout.![](https://help.tuvoli.com/hubfs/Knowledge%20Base%20Import/6478268114196.png) - **How do I get my client to sign this quote and pay for the trip**? Click the link below to bring you to the next article explaining the process on how to get your client to sign this quote and pay for this trip [Opportunity Manager- DocuSign, Client Checkout including payment](https://help.tuvoli.com/tuvoli-3.-opportunity-manager-docusign-client-checkout-including-payment?hsLang=en) ### Table of Contents - [Tuvoli](https://help.tuvoli.com/tuvoli?hsLang=en#main-content) - [Opportunity Manager](https://help.tuvoli.com/tuvoli?hsLang=en#opportunity-manager) - [Tuvoli](https://help.tuvoli.com/tuvoli?hsLang=en#tuvoli) - [My Company](https://help.tuvoli.com/tuvoli?hsLang=en#my-company) - [Booked Trips](https://help.tuvoli.com/tuvoli?hsLang=en#booked-trips) - [My Employees and Notifications](https://help.tuvoli.com/tuvoli?hsLang=en#my-employees-and-notifications) - [Client Management](https://help.tuvoli.com/tuvoli?hsLang=en#client-management) - [Banking Dashboard](https://help.tuvoli.com/tuvoli?hsLang=en#banking-dashboard) - [Credit Cards](https://help.tuvoli.com/tuvoli?hsLang=en#credit-cards) - [FlyEasy](https://help.tuvoli.com/flyeasy?hsLang=en#main-content) - [Procedure FAQs](https://help.tuvoli.com/flyeasy?hsLang=en#procedure-faqs) - 📞 +1 (855)-488-8654 - ✉️ help@tuvoli.com - [Submit a request](https://help.tuvoli.com/kb-tickets/new) [![Tuvoli Logo](https://help.tuvoli.com/hs-fs/hubfs/Logo%20Tuvoli.png?width=140&height=21&name=Logo%20Tuvoli.png "Tuvoli Logo")](https://tuvoli.com) [mailto:help@tuvoli.com](mailto:help@tuvoli.com) Copyright © 2026, Tuvoli LLC