Client Quotes
Overview
Section titled “Overview”Create quotes for clients who want to book your venue or services. Quotes include itemized costs, terms, and can be sent directly to clients for approval.
Creating a Quote
Section titled “Creating a Quote”- Go to Procurement → Client Quotes or click New Quote
- Select or create a client
- Add line items:
- Venue hire
- Production services
- Staff costs
- Catering packages
- Any other services
- Set terms: validity period, payment schedule, cancellation policy
- Preview and send to the client
Quote Lifecycle
Section titled “Quote Lifecycle”| Status | Meaning |
|---|---|
| Draft | Quote is being prepared |
| Sent | Delivered to the client |
| Viewed | Client has opened the quote |
| Accepted | Client approved — ready to convert to an event |
| Declined | Client said no |
| Expired | Validity period passed without a response |
Converting to an Event
Section titled “Converting to an Event”When a client accepts a quote, convert it to an event with one click. All the quoted line items become the initial budget, and the client is linked to the event.
Client Portal
Section titled “Client Portal”Clients can view and respond to quotes through the Client Portal without needing a full Producit account.