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

Create a quotation

Go to new quote (bottom left at 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.

Making changes

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.

Send quotation

After you click on 'send', you will see the message. You can make adjustments before the offer is sent and you can add an attachment if needed.

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.

Quotation expired?

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


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