Quotes
The quote you send as a link instead of a PDF: how it's built, what happens when you publish it, and what the customer can answer.
A quote in Trama is a page, not an attachment. You send a link, the customer opens it on their phone, and — this is the part a PDF can't do — they can answer from inside it.
Every quote hangs off an opportunity. That's what makes the board move on its own when you publish one.
Making one
Three ways, and the first is the one that does the work:
Generate it from the opportunity
Trama assembles the quote from what it already has: the opportunity's data, the follow-ups your rep logged, and your catalogue. It comes out as a draft — you review it before anyone sees it.
Import a PDF you already made
For when the operator's sheet is the quote. It gets read and turned into the same editable page.
Load it by hand
Empty, for when neither of the above applies.
What's inside
A cover image, a greeting, the price with its currency and its basis ("per person, double occupancy"), and then the body: sections by service — flights, hotels, transfers, insurance, activities — each with its items, and bullet lists for what's included and what isn't.
Two things are worth using on purpose:
- Alternatives. An option inside a section that the customer can choose. The page shows how the total would change with it, and choosing one sends you a signal saying which — the difference between "they want something else" and "they want the Live Aqua".
- Attachments. Files that hang off the quote and travel with the link.
The cover is not decoration. The link you send is the first thing the customer sees on a phone, and without an image it's a wall of text. If you don't upload one, a photo from the catalogue product gets used.
Publishing
A draft has no live link. Publish turns it on at your own address:
https://youragency.trama.link/q/<token>Publishing does two more things, and they're the reason you don't have to keep the board in sync by hand:
- It moves the opportunity to Quoted, and copies the price onto the card.
- It only moves forward. An opportunity already Won or Lost doesn't get dragged back to Quoted because somebody republished an old link.
Unpublish takes the link down without losing anything you wrote.
Optionally, protect it with a 4-digit PIN. The page then asks for it before opening. Pass the PIN by a different channel than the link — it defeats the purpose if it travels in the same email.
Sending it
From the quote itself, three ways: WhatsApp, email, or copy the link to paste wherever you're already talking.
The WhatsApp button tells you when it can't send and why — no phone on the customer, no channel connected, or more than 24 hours since the customer's last message, which is Meta's window and not ours. In that last case it still lets you send: it may get delivered if the customer reopens the chat, and that's your call to make.
What the customer can answer
At the end of the page there are three buttons, and all three open a conversation:
| They tap | What you get |
|---|---|
| I'm interested | A signal on the opportunity saying so |
| I have questions | Same, flagged as doubts |
| I'd like another option | Same, and if they picked a specific alternative, which one |
There's no "not interested" button on purpose: that would be a way to close the door without talking, and what you lose there isn't a data point — it's the conversation where something could still change.
A signal doesn't reassign the opportunity and doesn't move it on the board. It leaves the fact in the history and raises a pending for whoever is already working it. And the customer is told "noted", not "we'll let them know" — because the digest that carries it out goes once a day. What's true in the moment is that it was recorded; for talking right now, the same screen offers a WhatsApp button.
Opens
Every quote counts how many times it was opened, and when it was first and last seen. It's the cheapest read available on a stalled deal: opened four times and no reply is a very different conversation from never opened at all.
The section's numbers — published, sent, opens, and the open rate over the ones you actually sent — are visible to the Owner and Admin.
Statuses and the trash
| Status | The link |
|---|---|
| Draft | Not live. Only your team sees it |
| Published | Live at its address |
| Disabled | Turned off. It existed and no longer opens |
Archiving sends a quote to the trash, and the trash empties itself after 30 days — same clock as an archived opportunity. Until then you can restore it.
From the API
Quotes are readable from the API: the list, the status, the open count, and the public token — which is what lets an integration deliver the quote through its own channel. Attachments come back with a signed, short-lived download URL: fetch the file when you get it, don't store the URL.