So, you’ve drafted the perfect quote, included your cost and attachments, bought credits and pressed “Send Quote” - what happens now?
Arriving in your Quotes area
After you press "Send Quote", we will immediately notify the customer of your quote via email and with a notification on their Add to Event account. And, the quote will automatically move into your “Quotes” area.
From here, you can will notice 3 different tabs:
Active
Pending
Inactive
Active
This is where you will see all of your active quotes that you have sent recently where the request is still open and you haven’t received a definite “accept” or “decline” from the customer.
Return here regularly to check for customer responses and send follow ups.
Pending
Here you will find quotes that we weren’t able to send because you did not have the required number of credits to respond. When you buy credits, these quotes will send automatically.
Inactive
This shows quotes where either the event date has passed or you have been declined by the customer.
Understanding the Quote status
You will also notice that all of your quotes have a status such as “quote sent” or “respond to organiser” when the customer is waiting on a reply from you. These help guide you on the next steps to take.
In the Inactive tab, you will also see the reason why the quote is inactive such as “event passed” or “refunded” if the quote wasn’t read within 14 days.
You can read more about quote statuses here.
Unlocking customer contact details
Once you have sent your quote, you will immediately unlock the customer’s phone number (where it has been provided). This can be found by clicking into the event and navigating to the “Event Details” panel.
After you have sent your first quote to the customer (using a couple of credits), all subsequent communications for that event request are completely free. You can choose to follow up with more information in the chat, respond to any future messages from the customer, or give them a call whenever the time is right.
You are free to negotiate prices, discuss more information and ask any relevant questions.
☎️ We always recommend following up within 24-48 hours either via phone or using our chat feature to keep yourself top of mind.