Note: You can skip this step if the event is Self-Produced. Only complete this step for Collaborative Events.
1. Open Create Quote
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Click the Start button next to Create Quote on the setup list pop-up (bottom right corner).
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Or, click the yellow Create Quote button on the event page.
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You will be routed to the Quote Viewer page under the Sales tab.
2. Add Quote Items
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Click the purple Edit button next to Space, Inventory, Workforce or Ad Hoc.
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On the next page, click the white Add button (top of the page).
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Select the item from the dropdown or type in a new item and fill in the details in the pop-up.
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Note: Only spaces added under the Venue tab can be selected for quotes (you can always add/edit spaces under the venue tab) .
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After adding entries, click the Close button next to the Add button to return to the Quote Viewer page.
3. Review Quote
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Once all items are added, check the initial quote total displayed at the bottom of the Quote Viewer page.
4. Send Quote for Client Review
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Scroll to the top of the Quote Viewer page.
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Click the dark purple Send to Review button.
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In the pop-up, confirm the client’s email address is correct.
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Optional: Add additional recipients if needed.
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Click Send.
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The client will receive the quote via email and through their dashboard and can approve it before conversion to invoice.
Note: If the quote does not need to be reviewed before being finalized, skip the Send to Review step and go to Create Invoice.
Next Steps
Continue event setup with Create Invoice