After composing the content of the event, it is time to send out a quotation.

Go to new quote (bottom left corner in the event screen)

Next, you can choose from several (manually) created templates. The selected template will be created and opened automatically. Its content is generated based on the information from the event dashboard. If quotes already exist for the event, you will see them listed above the templates (as a hyperlink so you can click on them).

After creating a quotation, you are able to change its title before saving the quotation.

When you make changes in the script and cost overview, you return to the event dashboard. To do this, save the quote, which remains saved as a concept in the event dashboard documents.

The changes in the template are then saved and the cost summary and script are updated until it is sent.

Images can be changed by clicking on the 'gear' icon and then clicking on the photo. This will take you to the media library where you can see all the photos that are added to the system and where you can easily add new images.

For more information on these blocks, see the page below.

After you click 'send', you first see the message that will be sent to the client. You can still edit the text and you can add an attachment if needed.

You can send a quotation with either asking for a signature or not. In other words, you decide whether or not the recipient can sign the quote or not.

It is also possible to publish a quotation. The quotation is not sent to an email address but a public link is generated which you can easily share with partners or colleagues. You can find the option to publish a quotation under the 'more' button in the quotation dashboard.

Enter a validity period for how long the event can remain in option.

Then go to Sales at the top of the page.

The client can sign the quotation digitally until the period of validity has expired.

Send it again. Click the button below for more information on how to extend a quotation.

Why am I receiving a reminder for an expired quote when it's still marked as an option?

This usually happens when multiple quotes have been created for the same event. The reminder is triggered by a newer, open quote, while an older one may already have been signed.

I manually added information to a quote. How can I include this in a new quote?

You can duplicate the original quote.

Open the old quote and click the More button at the top of the screen, then select Duplicate. Any manually added information will be copied over, and changes made to the event will also be reflected in the duplicated version, as long as the new quote has not been sent yet.

How can I reverse a signed quote?

A signed quote is binding and cannot be retracted.

We recommend duplicating the quote and, if necessary, deleting the accepted version. Pay attention: Any changes made to the event will be applied to the new quote.

Why does the PDF version show text at the very top and bottom of every page (header and footer)?

This is due to printer settings. In your print configuration, you can disable headers and footers.

Why does the digital quote sometimes look different from the PDF?

The digital quote uses a completely different layout than the A4 PDF version, as it’s designed to display correctly on various devices.

The PDF is formatted for A4 and therefore doesn’t always match the digital version exactly.

​