About quotes
Quotes are documents which outline to the client the goods and services that you will provide, and the price they can expect to pay.
Each item on the quote has a unit price (the price the client will pay) and a unit cost (the cost to you of providing the goods or service), so you know exactly how much profit you can expect to make from a particular event.
When a client is happy with a quote, you can copy the contents straight into your event costs with a single click to save time.
To view the quotes attached to an event:
Using the navigation menu on the left select Events.
Search for an event using the filters and then select the name of the event. This will bring you to the Event dashboard.
Using the tabs along the top select Quotes. This will direct you to the quotes landing page.
Here you can view all quotes attached to an event. To create a quote and how it interacts with the other areas of the event, see this article.
Each item on the quote has a unit price (the price the client will pay) and a unit cost (the cost to you of providing the goods or service), so you know exactly how much profit you can expect to make from a particular event.
When a client is happy with a quote, you can copy the contents straight into your event costs with a single click to save time.
To view the quotes attached to an event:
Using the navigation menu on the left select Events.
Search for an event using the filters and then select the name of the event. This will bring you to the Event dashboard.
Using the tabs along the top select Quotes. This will direct you to the quotes landing page.
Here you can view all quotes attached to an event. To create a quote and how it interacts with the other areas of the event, see this article.
Updated on: 07/09/2020
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