Building quotes and bookings

Quote Report

• How to use the quote report🔥

E-signatures / Digital Sign

• How do customers sign for my terms and conditions?
• How do I add another document/pdf to the digital signature?

Building quotes & bookings

• 🎥 Building your first quote
• 🎥 Adding event information / booking information.
• 🎥 Adding dates to a quote
• 🎥 Using the quote builder
• 🎥 Adding a title into a quote
• 🎥 Applying a monetary discount to a line item

See all 31 articles

Quoting for tents

• 🎥 Adding a tent to a quote
• 🎥 Adding lining to a tent
• 🎥 Adding flooring to a tent
• How to group products with a tent in the quote builder
• 🎥 Refresher on building a quote for frame tents/ clear spans
• How to build a quote for frame tents, pole tents and clear span marquees

Quote/booking management

• How to bulk delete items in a quote
• Quote report overview
• Changing the sales agent on a quote
• 3 Ways to find bookings
• How to find customers that click 'request to book'
• 4 ways to find customer quotes

Quoting MISC

• 🎥 How to view a customers quote
• How to download the quote as a PDF
• How to find a quote
• How to archive/delete a quote
• How to delete a quote
• How to duplicate a quote

See all 12 articles

Troubleshooting quotes

• "Please relocate this item to a marquee" - Flooring or lining doesn't have configure button
• Troubleshooting - customers quote view not work (something went wrong - error message)
• Trouble Shooting - Failing to start a quote (no event information) - Something went wrong - error message creating quote