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User Story #703

open

EPIC #699: Quote & Enquiry Management

Backend - Process and Manage Quote Request

Added by Islam Mansoori about 1 month ago.

Status:
To Do
Priority:
low
Assignee:
-
Target version:
Start date:
Due date:
% Done:

0%

Estimated time:

Description

As a system,

I want to validate, process, and register every quote request,

So that the enquiry is available for the operations team to source supplier pricing, generate a customized quotation, and manage the complete quote lifecycle.

Description

When a customer submits a quote request, the system should validate all required information, create a unique enquiry record, associate it with the customer and selected package, initialize the quotation workflow, trigger customer and admin notifications, and maintain complete audit history for future tracking.

Acceptance Criteria

  • Validate all mandatory request details before processing.
  • Create a unique Enquiry ID and Booking Reference Number.
  • Associate the request with the selected package.
  • Link the enquiry to the existing customer or create a new customer profile (Google Sign-In flow) if required.
  • Store traveller information, travel preferences, special requests, and budget details.
  • Record enquiry source (B2C/B2B Partner).
  • Set default enquiry status as Received.
  • Push the enquiry into the Admin Quote & Enquiry Management pipeline.
  • Trigger confirmation email/SMS notification to the customer containing the booking reference and expected response timeline.
  • Trigger internal notification for the operations/admin team.
  • Maintain complete activity and audit logs for enquiry creation and status tracking.
  • Prevent duplicate quote requests for the same package during active submission.
  • Return appropriate success or failure responses through secure APIs.
  • Ensure all operations are executed within a transactional workflow to maintain data consistency.

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