Quotes and bookings
Tips & tricks to sending quotes and securing bookings
21 articles
Follow up after quotingSending a quote is only the start
What are quote templates? How do I create one?Create a template & speed up your quoting.
How do I create and send a quote?How to contact customers if you're interested in their request
How do I confirm a booking myself?Keeping track of your bookings via Add to Event
Quote Status DefinitionsEverything you need to know about quote statuses.
How to set up FAQsHow to set up FAQs that will be shown to your customers whenever you send a quote.
AI Quote Writing: Create Personalised Quotes FasterCreate quotes quickly on the go with the help of AI!
What Are Message Templates and How Do I Use Them?Use Message Templates to create and save your regular replies - perfect for follow ups or sharing more information
Creating, Sending and Sharing Branded QuotesHow to create, edit and send your shareable branded quote.
Customising your Brand (Logo & Banner Image)
What if there is not enough information to send a full quote?How to quote on less informative requests
How do I add files and images to my quote?Uploading PDFs and photos to your quote.
I have sent a few quotes but I haven’t had any bookings, am I doing something wrong?How to secure more bookings through Add to Event
How many quotes will a customer receive? Can I see them?Can you view competing quotes on requests
What if I don’t hear back after I’ve sent a quote?Following up with your quotes on requests
Customer let me down. What do I do?
How do I delete a quote template?Managing your quote templates
How do I edit a quote?You can edit quotes after sending them if you need to add more information
What size images do you recommend?What size photographs can I upload?
Finding the Quote UUIDHow to find the unique ID of a quote
How do I know if a customer has read my quote?We provide active updates on every request so you can see if it has been read & what to do next.