When a customer is notified of your new quote, they will be able to read through it, browse your attachments and, if they want to, contact you on any details you provide within the quote body.
They can also choose to:
Respond via the chat
We will notify you of all customer responses via email. We also recommend checking your Active Quotes tab regularly. Any quotes with new activity or a new response from the customer will move to the top of this list so you can quickly see what actions you need to take.
Accept the request
If a customer likes your first quote or agrees to book you at any point during further discussions, they can choose to log on and accept your quote.
⭐️ We recommend encouraging all customers to accept the quote once they have confirmed they want to book you (even if the decision has been made via phone call or elsewhere).
This will automatically allow us to request a review from them once the event date has passed so you can start building up your bank of verified Add to Event reviews. Learn more about reviews here.
Once a request has been accepted, this will move to your "Bookings" area in the "Upcoming" tab so you can manage any further discussions from there.
Decline the request
If the customer is not interested or has chosen another business to work their event, they can also choose to decline your quote.
You will be notified of all customer interactions via email so you can stay up to date with the status of every quote.
If your quote is declined, it will move into the "Inactive" tab.
What happens when a customer accepts my quote?
So, you’ve sent a great quote, chatted to the customer, agreed on a final price and they have accepted your quote through Add to Event.
We don’t manage payments or billing, so it is completely up to you to fire over an invoice, collect your deposit, sign a contract and follow your typical payments procedure like you would with any other customer.
You can continue to have conversations in the lead up to the event date through our chat function to keep everything in one place if you wish.
We will send you and the customer a quick reminder the day before the event so you’re both prepared and once the event date has passed, we will get in touch with the customer to leave you a review.