Quote Cost Line Items

Each quote contains cost line items that make up the pricing proposal. You can organise costs into groups and tabs, apply different pricing to each line, and manage resources — all within the quote before it's sent to the client.

Getting There

Open an event and go to the Quotes tab.
Click on a quote to open it.
Click the Costs tab within the quote.

Overview

The quote cost editor works the same way as the event cost editor. Each cost line item has a description, quantity, unit cost (what you pay), and unit price (what you charge), along with optional supplier, tax, and resource allocations.

For a full explanation of cost line items and all their fields, see Managing Costs. Everything described there applies equally to quote costs.

Adding Costs to a Quote

Adding Individual Costs

Click Add Cost (or the + button).
Fill in the cost details: description, quantity, unit cost, unit price.
Optionally set a supplier, cost type, tax rate, and other fields.
Click Save.

Adding a Package

Click Add Package.
Select a package from the dropdown.
Optionally select a target tab.
Click Add.

All costs from the package are copied into the quote. See Using Packages for more detail.

Organising with Groups

Costs can be organised into named groups (e.g., "Catering", "AV Equipment", "Staffing"):

Click Add Group to create a new cost group.
Give it a name and optional description.
When adding or editing costs, assign them to the group.

Groups appear as sections on the costs page and on exported quote documents. You can reorder groups by dragging them.

Organising with Tabs

For more complex quotes, costs can be organised into tabs — a level above groups:

Create tabs to represent major sections (e.g., "Day 1", "Day 2", or "Option A", "Option B").
Assign groups and costs to tabs.
Each tab shows its own cost total.

Tabs can hide specific columns and can optionally hide cost details on documents, showing only the tab total.

What Happens When the Quote Is Accepted

When a client accepts the quote, all costs, groups, and tabs are copied from the quote to the event. The original costs remain on the quote as a record. See Working with Quotes for the full acceptance workflow.

Tips & Best Practices

Tip: Build your quote costs using packages for standard items, then add custom costs for event-specific requirements. This saves time while keeping each quote tailored.

Tip: Use the "Hide cost group totals" option if you don't want the client to see subtotals per section — they'll only see the grand total.

Tip: If you're presenting multiple options, create separate tabs within the quote (e.g., "Standard Package" and "Premium Package") so the client can compare.