Navigate to the event and click the Finances tab and then click + Create Quote. Once you do this a new quote will be added to the event.
Click the + New Line Item and start adding your quote items (you can also add to your quote when you add new services).
Quote options
To edit a quote click Options and then Settings. From here you can amend the quote status (not accepted or accepted), quote accept options (more on this below). Title, issue and expire date, display ID, logo and notes.
Quote accept option
If the quote status 'not accepted' the client can accept the quote from Band Pencil. You have three options:
- No option to accept this quote - the client can just view the quote, no option to accept it.
- Simple Accept option to accept the quote - the client can just accept the quote.
- Builder Accept - the client can pick and choose which line items they want to accept.
To learn more about accepting quotes, please read this help article.
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