A quote is the price. A proposal is the document a client reads and, in one style, a way for the client to say yes. Quotes & Proposals lists both in one place, with each row's client, event date, value and status.
Price an event
Quick Quote turns an event's details, your staff rates and the bundles you pick into a client price. Save it to a project, share it, or turn it into a proposal. EventSage sends no quote until you answer the sales tax question. Price an event with Quick Quote walks through it.
Start a proposal
A Dynamic proposal is a live web page where the client picks bundles and books with a Reserve button. A Designed proposal is a PDF you lay out yourself. Proposals show no tax, because the invoice carries it. The Free plan allows 3 client-facing documents a month. Start a new proposal walks through both styles.
An older proposal may show This proposal uses the old editor. Click Convert to new editor before you work on it further.
Build a template
A proposal template carries its own blocks, payment schedule, contract and colors, so each new proposal starts mostly done and the client can book from it. Changing a template never changes proposals already made. Build a proposal template clients can book from covers the blocks, schedule and contract.
Reuse a designed layout
A designed template keeps the pages of a layout you built in the design editor. Save a designed proposal as a template shows how to save one and how to start the next proposal from it.
Keep going
- Guide to forms sends each new lead a proposal on its own.
- Guide to contracts sets the contract a client signs when they reserve.