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Create a quote, step by step

For weddings and corporate jobs that need a pitch instead of a checkout — build a priced, photo-rich quote in a few minutes.

Updated July 17, 2026 · 2 min read
Plan: ProWho: Everyone

Bigger jobs rarely book themselves through a cart — someone asks "what would you charge for…" and expects a document. That is the Quotes tab. Press Create a quote, and build the pitch from your real inventory.

The walkthrough#

  1. Open Quotes (a Pro feature — on Starter you will see the upgrade prompt instead).
  2. Press Create a quote.
  3. Pick the customer — or enter a new name and email. Quotes attach to the customer record, so the whole negotiation stays on their history.
  4. Add items from your Inventory, with quantities. Because these are your real products, each line carries its photo and price — that is what makes the customer-facing version persuasive.
  5. Adjust prices and add lines for anything custom — a package discount, a staffed attendant, a venue surcharge.
  6. Press Save quote.

A saved quote is a draft: nothing is reserved, and the customer has not seen it. Send it as a proposal link when ready — see "Sending a quote: what the customer sees".

Habits that win quotes#

  • Respond the same day. Event planners collect three quotes and often take the first competent one.
  • Quote the full picture — tables *and* linens *and* delivery *and* setup. A complete number beats a cheap incomplete one.
  • Not sure what to include? Draft with AI builds a first pass from a one-sentence description of the event, using your own catalog.
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A quote does not hold stock. If the date is filling up, tell the customer honestly — "I have 2 of 3 tents left for that Saturday" closes deals.

More in Bookings & customers

Draft with AI: a first-pass quote in one sentenceDescribe the event in plain words and the AI assembles a draft from your actual catalog. You edit, then send.Sending a quote: what the customer seesYour quote becomes a photo-rich proposal page at a private link. You can see when they have viewed it — and when they accept.Turning a quote into a bookingWhen the customer accepts your proposal it becomes a real booking — no re-typing. Your job is the two steps after that.Photo-rich proposals: why they win the big jobsA proposal with real photos of your actual items out-sells a numbers-only estimate. Here is how to make yours land.A tour of the customer recordEvery person who books is filed automatically. Their record holds order history, every message, notes, tags and documents — one screen per human.

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