Quotes
Price quotes for customers and contracts for special-occasion orders.
3 articles
Creating a quote
Price quotes for weddings and events - customer, event, items, validity date, printing and sending by email.
In this article: Why use quotes · Filling in a quote · Printing and sending
Quote statuses and next steps
Draft, Sent, Accepted, Rejected - how to record customer responses and what comes next.
In this article: The life cycle of a quote · After acceptance · Changing and deleting a quote · Browsing the quote list
Contracts for special-occasion orders
A contract with the customer for a wedding, communion or event - event details, amount, deposit, a printout to sign.
In this article: What a contract is for · Contract statuses and printing · Changing and deleting a contract
Quotes module features
What you will find in the app under “Quotes” in the menu. Click a feature to read its description.