Enquiries & sales · Studio owner
Create, review and send a quotation
Build a priced agreement, share the right version and continue to booking.
Step-by-step guideMarkdown for AI
Start the document
A package is a starting point, not proof that every optional service is included. Confirm the exact promise before sharing.
- Open Quotations and choose New quotation, or start from an enquiry detail.
- Select the client or linked enquiry, event scope and any package being quoted.
- Review services, quantities, prices, tax or adjustments, validity and terms before saving the draft.
Use package and item controls
Changing a line item changes the offer, so recheck the amount and client-facing PDF. On a package quotation that needs revision, Review package and functions returns to the linked enquiry scope before creating a current quotation.
- In Start from package, choose a saved package or leave None for a manual offer.
- If package details fail to load, use Retry selected package; Continue without package clears that selection. Retry package list reloads the available packages.
- Open Event & client details for the carried-forward enquiry fields or optional venue, travel and guest information.
- Choose Add-on or Custom item under Services & pricing, then enter the item name, quantity and price; review whether an inclusion is already included in the package total.
- Use Remove attachment only when the supporting document should no longer travel with this draft.
Review and follow up
When the terms change, create or save the next version and verify what the client is actually accepting. An approved quotation can be used to confirm a booking.
- Open the quotation and download or preview the client document.
- Check the current version, amount and validity date.
- Share through the offered action, then monitor its status and client response.