Create and send a quote

Before you start

• Check the client’s email address, wedding date and venue.
• Have a suitable quote template ready, or plan to start with a blank quote.

Step by step

1. 1

   Open the lead

   Select the couple from Leads and check the booking information.

2. 2

   Choose Add quote

   Choose Pick & Choose when the client should select packages and extras, or Fixed for one agreed offer.

3. 3

   Choose your starting point

   Select a template or a blank quote, then create the quote.

4. 4

   Review the offer

   Check package choices, extras, prices, discounts, expiry date and client-facing notes. Save your changes.

5. 5

   Prepare the quote email

   Open the send controls. Choose the intended email template and review the recipient, subject, secure link, signature and attachments.

6. 6

   Send once you are ready

   Confirm the final send action. Check the communication status rather than assuming that saving the quote sent it.

7. 7

   Follow up from the lead

   Review the quote and email activity. When the client accepts, continue with the linked job and its booking requirements.

What happens next

The client receives a secure link to the sent quote.

Client accepts: Continue in the linked CRM job.

Changes needed: Create a revision, review it and send the new version.

Helpful tips

• If you create a new revision after sending, it remains a draft until you send it. An older email link may no longer open the replaced version.
• The quote email link does not expire. If the client is not signed in, the portal offers a fresh secure sign-in link, valid for 30 minutes. The quote’s acceptance expiry date still applies.

Troubleshooting