Quotes and bookings
Tips & tricks to sending quotes and securing bookings
23 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)
- Previewing Your Quote Before SendingYou can now preview exactly what your customer will see before you send a quote.
- Customising personalisation links in your quote templates
- 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.