Swain Quote Generator

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Password requirements

At least 6 characters
At least one uppercase letter
At least one number

Only approved users will be granted access.

Quotes

Create a new quote

Choose a quote type. Pricing and business rules are pulled from the current system rates.

History

Saved quotes

Manage quote status, generate customer emails, duplicate quotes or recover deleted records.

DateReferenceCustomerTypeStatusTotal

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Group Course Quote

Course pricing is calculated automatically from the current rates.

Customer

Customer Name

Course

Location

Start Date

Course

Students

Discount %

Custom Charges

Add any one-off charge that is not in Pricing.

DescriptionQtyRate

Internal Notes

Quote Summary

Course—

Season—

Rate / Student—

Students1

Subtotal$0

Discount$0

Total$0

Bareboat Charter Quote

Charter rates, required fees and selected extras are calculated automatically.

Customer

Customer Name

Charter

Location

Boat

Only active boats assigned to the selected location are shown. Choose Other when acting as an agent for a yacht not held in Pricing.

Other / Custom Yacht

Enter the agreed yacht-specific rates for this booking. These values apply only to this quote.

Custom

Yacht Name

Daily Rate ($)

Sleep Aboard / Night ($)

Insurance / Day ($)

CC Authorization ($)

Start Date

End Date

People Aboard

Discount %

Sleep Aboard Nights

Enter 0 for none, 1 for one night, 2 for two, etc.

Skipper Days

Include post-charter dive

Hotel / Accommodation

Optional. Add multiple room types if required.

Room TypeRoomsNightsRate / Room / Night

Optional Add-ons

Custom Charges

Add any one-off charge not held in Pricing.

DescriptionQtyRate

Discount Applies To

Charter hire is selected by default. Tick any other line items that receive the same discount.

Internal Notes

Quote Summary

Boat—

Dates—

Charter Days—

Season—

People Aboard—

Total Discount$0

Total$0

Credit Card Authorization—Security authorization only — not included in the quote total.

Private Course Quote

Build the training schedule in segments, then add instructor, certifications, accommodation and extras.

Customer

Customer Name

Training / Course Description

People (Total)

Used for provisioning and permits when applicable.

Students

Each student can take different certifications.

Students & Certifications

Selecting ASA 101 automatically adds a fixed 2-day IC24 training segment.

Date Distribution

Location

ASA 101 – IC24

Fixed at 2 training days on RIP or Latitude 18. Both are treated as the same IC24 rate.

2 days

ASA 101 Start Date

Cruising Yacht Segment

Optional for 101-only quotes. These dates are charged only to the selected cruising yacht.

Cruising Yacht

Only active boats assigned to the selected location are shown. Choose Other for a yacht not held in Pricing.

Other / Custom Cruising Yacht

Enter the agreed rate for this quote. The same daily rate is used across the selected yacht dates.

Custom

Yacht Name

Daily Rate ($)

Sleep Aboard / Night ($)

Insurance / Day ($)

CC Authorization ($)

Yacht Start Date

Yacht End Date

Sleep Aboard Nights

Instructor Days

Include provisions Include post-charter dive

Hotel / Accommodation

Add each room type separately. Rates are entered per room per night for this quote.

Room TypeRoomsNightsRate / Room / Night

Optional Add-ons

Custom Charges

Add any one-off charge not held in Pricing.

DescriptionQtyRate

Discount %

Discount Applies To

Cruising yacht hire is selected by default. Choose any other line items that receive the same discount.

Internal Notes

Quote Summary

Cruising Yacht—

Training Dates—

Training Days—

Season—

People—

Students—

Total Discount$0

Total$0

Credit Card Authorization—Security authorization only — not included in the quote total.

Custom Quote

Build a quote from scratch using flexible line items and independent discounts.

Customer

Customer Name

Quote Details

Quote Title

Location

Start Date

End Date

Line Items

Each line can have its own quantity, rate and discount.

DescriptionQtyRateDiscount %

Internal Notes

Quote Summary

Quote—

Customer—

Dates—

Subtotal$0

Total Discount$0

Total$0

Administration

Pricing & Rules

Manage the pricing and business rules used by the Quote Generator. Changes are saved automatically and shared with all users.

Group Course Rates

Rates are per student.

Course	Duration	Low Season ($)	High / Default ($)	Active	Notes

Charter Rates

Daily charter pricing and vessel-specific charges.

Boat	BVI	Rhode Island	Low / Day ($)	High / Day ($)	SAB ($)	Insurance / Day ($)	CC Authorization ($)	Active	Notes

Add-ons & Fees

Additional charges used when building quotes.

Add-on	Rate ($)	Unit	Active	Notes

Certification Fees

Certification charges used for private-course quotes.

Certification	Fee ($)	Active	Notes

Seasons & Rules

Dates use MM-DD because the seasons repeat each year.

BVI Season

High Season Starts

High Season Ends

Rhode Island Season

High Season Starts

High Season Ends

Charter Rules

Preferred Minimum Charter

This will generate a warning rather than prevent shorter charters.

Communications

Email Templates

Create reusable rich-text quote emails and location-based company signatures. Managers and admins can edit these without redeploying the app.

Email Templates

Templates are filtered by quote type and location when generating an email.

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Reusable Signatures

Create default BVI, Rhode Island or company-wide signatures. Insert them into templates with the Signature merge field.

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Administration

User Management

Approve users who are allowed to access the Swain Quote Generator.

Name

Role

Approved Users

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