Quick Quoting

Modified on Tue, 16 May 2023 at 10:38 PM

We’ve launched an exciting new feature that allows you to send quotes at the click of a button!

What is quick quoting? 
Set up your price per head for different event types in your dashboard just once, and your quote price will automatically populate in open events moving forward.
 


Setting up quick quoting

  • If you haven’t already, set up quote templates or edit existing ones to include a price per head.
  • Assign each template to an event type - e.g. wedding, corporate event, or birthday party. 
  • Visit your open events, and your new template will automatically load for the correct event type. You can send straight away, or edit before sending to make any tweaks.

  • Top tip! Include [first_name] in your quote template, and it will automatically pull in the customer's name when sending.

 

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