Quote
A Quote in Sho-Soft is a preliminary cost estimate prepared for a client before confirming an event booking. Quotes provide a breakdown of venue spaces, inventory, and workforce costs so clients can review and approve before billing.
Key Characteristics of a Quote
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Preliminary: Sent before an invoice, serves as an estimate.
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Editable: Can be updated or revised until finalized.
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Client Approval: Clients can review and confirm details before proceeding.
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Not Binding: Quotes don’t process payments; they are for review only.
Example
Woodsbury Center sends Aurora Event Group a quote that includes ballroom rental, 20 tables, and 5 staff. Aurora reviews and approves before it becomes an invoice.
Tip: In Sho-Soft, quotes can be quickly converted to invoices once finalized.
Next Steps
Create a quote for the first time for an event that is on your calendar