Quotes
Build, price, send and book a quote, and lay the event out in 3D.
- Create a quotePick the client and the event date, add where it is going, then the items. The system checks stock and prices it.
- Add items to a quoteType how many and what ("8 chairs"), add optional add-ons, custom lines and group headers, and reorder by dragging.
- Check availabilityEvery line on a quote shows Owned, Out, Quoted and Available for its dates; Check Stock checks the whole quote against live inventory.
- The availability check for the event weekEverything you rent, over the event week, on one sheet: what is free, low, fully committed or overbooked, by category.
- Quote totalsThe box under the items is the one place to change the damage waiver, delivery fee, sales tax, tax exempt and deposit.
- DiscountsTake a percent or a dollar amount off one line or the whole quote. Only some roles may give one.
- Delivery fees and distanceThe drive from your warehouse is measured from the delivery address, the fee is worked out, and far deliveries need an admin.
- Send a quoteEmail the quote with its PDF and the client's link to sign online, text the link, or mark it sent if it went another way.
- The client's quote pageWhat your client sees on their private link: the event, the items, add-ons to accept, the totals, your terms and where to sign.
- Sign and payThe client signs the quote online, and if your company allows it, books and pays the deposit in the same visit.
- Follow up on a quoteSee which quotes are with the client and whether they opened them, then follow up by hand or with automatic follow-ups.
- Book a quoteConvert a quote to an order to hold the stock and make the delivery and pickup jobs. Q-1015 becomes SO-1015.
- The quote PDFDownload the quote as a branded PDF with the items, totals, deposit, layout pictures and your terms.
- The 3D event layoutLay a quote or an order out under its tent in 3D in one press, drag anything, and send the client a picture.
- PlanningLay out an event in 3D for a client before there is a quote, built from your whole rental inventory.
Did not find it? Ask us. We answer every message and add the answer here.
Contact support