Having an attractive interactive quote template prepared, you simply need to select the template in an event to generate the quote. You can then publish it directly to the client environment. Your clients can easily access a professional and customised quote.
This article covers the following:
Creating an interactive quote for an event
From the event dashboard, you can create an interactive quote for an event.
1. Go to your planning and select the event for which you want to create a quote.
2. In the event dashboard, click on "New Quote" at the bottom left.
3. Choose "Interactive Quote & Client Portal."
4. Select the desired interactive quote template.
5. Make any necessary changes to the quote for the specific event.
6. Changes are saved automatically. ✅
Viewing an interactive quote as a client
It's useful to see how your quote will be presented to the client before actually sending it.
To do this, click the "Preview" button at the top right of the interactive quote screen. Click the button again to return to the editor.
Publishing an interactive quote
Is your quote ready to be presented to the client? Then it is time to publish the quote! You will also need to republish the quote if you made changes to the event schedule that need to be updated in the quote (more on this later in the article).
1. Go to the interactive quote from the relevant event.
2. Click the "Publish" button at the top right of the screen.
You are now in the sending screen (see image below), where several options are available:
Send email to contact
Add planner message to customer environment
Add an agreement
Publish (offer and make changes)
Send email to contact person
If you want to send an email to the contact person to offer the quote or any changes, make sure this option is checked.
If the option is not selected, the contact person will not receive an email. This is useful if you've made changes to the event that you want to apply to the quote, without notifying the contact person by email. More on this later in the article.
The link to the interactive quote and client portal is valid for 3 months.
Add planner message to client environment
You can add a message on behalf of yourself as the event planner that will be visible to the client in the client environment. This is useful for informing the client about changes, or simply to give them an extra warm welcome.
The planner message is clearly visible in the client environment (top right) as soon as the client enters the client environment, as shown in the image below.
Add an agreement
For an agreement to be visible in the client environment in the action overview (see image below), you need to publish the agreement. To do this, select the desired agreement template in the send screen, so that it is added to the action list (for the client). The client can sign and download the agreement directly in the client environment.
Publish (offer quote and make changes)
The option to publish information to the client environment applies for 4 situations:
to present a quote (for the first time) in the client environment.
to make changes to the event to the quote in the client environment,
to offer an agreement in the client environment.
to add a planner message to the client environment.
Present quote
If you want to present the quote to the client, then open the quote and click the ‘publish’ button at the top right of the screen.
In the send screen, make sure the ‘e-mail to contact’ option is enabled so that the client receives an e-mail with a link to the quotation in the customer environment.
Then click ‘publish’ again in the send screen to submit the quotation.
Making changes and communicating them to the client
Changes in the event dashboard are not directly implemented in the interactive quote (that is presented in the client environment). For this, you need to republish information.
If the option below is deactivated (during publishing), the client will not be informed of changes via e-mail.
Offering an agreement
Add planner message to the client environment