Quotes and bookings
Tips & tricks to sending quotes and securing bookings
18 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.
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
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.