Sales: Create/Edit/Delete Quote

Access the Event’s Details Page
Go to the Sales tab (if you do not see the Sales tab follow the step outlined in enabling sales for an event - this feature is available for collaborative events only).
Toggle to Quotes on the side menu.
- An initial quote will already be generated automatically based on the information added under the Activities tab.
- You can also create a new quote by clicking the grey Create Quote button.
Add Items to the Quote
You can add charges either from the Quote Viewer or through the Activities tab:
1. To add via the Activities tab, see related articles:
2. To add directly from the Quote Viewer, scroll to the section you want to update (Spaces, Inventory, Workforce, or Ad Hoc).
  - Click the purple Edit button next to the section title.
  - Then click the white Add button at the top and fill out the information in the pop-up.
  - To bulk add items (instead of adding them one by one), click the white Bulk Add button and use the pop-up to add multiple entries at once.
  - Click the purple Add button at the bottom of the pop-up to save.
    The new item will now appear on the main Quote Viewer page.

Click the purple Edit button next to the section you want to modify.
Hover over the item you want to update and click the three-dot menu.
Select Edit, make your changes, and click Save at the bottom of the pop-up to apply updates.

If you have entries you don’t want included in the quote or want to save for later, click Hide in Invoice — this will remove the entry from display and total calculations until unhidden.

If you’d like items to display separately by day, click Ungroup Days from the three-dot menu.
The quote will now show daily breakdowns for each line item.

Note: This action cannot be undone — you’ll need to delete and re-add the item to revert.

Delete an entry:
- Hover over the row, click the three-dot menu, and select Delete. Confirm by clicking Yes, Delete in the pop-up.
Delete the entire quote:
- Click the three-dot menu on the top right of the quote viewer bar and select Delete.

Note: The quote is always visible to the producer through their portal; however, they cannot approve the quote until you send it for review.

Quotes allow producers to review, edit, and approve itemized charges shared by the venue during collaborative events. These quotes serve as the billing documents through which the venue invoices the producer. This feature is available for collaborative events only.