Price an event with Quick Quote

01

Before you start

You need at least one bundle. Create a bundle shows how.
Staff pay comes from Staff roles & rates. A staff type with no rate prices as $0.

02

Start the quote

Open Quick Quote from the sidebar.
To price an existing event, click Pick an event to auto-fill, or enter manually below and choose it. Click Change to pick another.
In Event Details, enter the guest count, hours and service times.

The Quick Quote calculator with Event Details, Staffing, Packages & services and the Price Summary.

The X beside a linked event unlinks it and keeps your pricing. Pick another event and saving replaces what it had saved.

03

Add staff and bundles

In Staffing, change a role's count or click Add staff. Edits apply to this quote only.
In Packages & services, tick each bundle you sell. A core bundle is always included and has no checkbox.
Use À la Carte Items for single items outside any bundle.

04

Read the price

Read Price Summary. CLIENT PRICE is the total.
Set any Discount, Service Charge and Gratuity the job has. Service Charge starts from your default under Invoice defaults.
Turn on Show package contents so a proposal can list what each bundle holds.

With two or more active taxes set to Always taxed, the Sales tax box under the client price picks the tax. With an event linked, it shows and changes that event's tax. After an invoice is sent, use the event's tax card. The box is hidden on a tax-exempt event, and under Stripe Tax, where clients see prices before tax. Price Summary adds a row per tax. A proposal shows no tax.

05

Save and share

Click Save to Project, choose Create a new project or Link to an existing project, and click Save. With an event linked, click Save Quote instead.
Send the quote with one of these buttons.

Preview PDF: Shows the quote without sending it.
Share Quote: Marks the quote sent and copies a client link.
Email Quote: Emails the quote.
Create Proposal: Saves a draft and offers Dynamic or Designed. Start a new proposal picks up there.

06

Something look off?

Work through each check in order. Most fixes take under a minute.

A send button is blocked

1 · If the banner starts "Answer the sales tax question" or "Answer your sales tax questions", follow its link to Sales tax and answer every question still open. By default only the owner can answer the travel and service charge questions. Without a link, the banner names who to ask.
2 · "Your clients have no way to pay yet." means no payment method is set up. Only the owner can fix it, under Stripe payments. Click Set up payments.
3 · For Finish setup before sending quotes, click Finish setup.
4 · Blocked, no staff
on Create Proposal means a bundle is priced per staff member and the quote has no role. Add the role in Staffing.

Saving is turned off

1 · Wait for "Loading, saving is temporarily off" to clear. Quick Quote has no autosave, so a reload clears your typing.
2 · For "Can't price this quote, saving is off", try again and check the bundles and staffing. If it stays, ask the owner whether your role can see Costs & margin.

You leave before saving

1 · Leave this quote?
appears when you click an in-app link, Start a blank quote? when you start over. Stay and Keep this quote keep your work. Leave without saving and Start blank lose it.