Quotes and documents

Wo du es findest

So funktioniert es

1. Set the default payment schedule (for example 25% on acceptance, the rest 14 days ahead), the default terms under every new quote and how many days a quote stays valid.
2. At the bottom you create contract templates as text with placeholders like {klant} and {evenement}; on an event you turn one into a document with one tap that the client can accept via a link.

Gut zu wissen

• Teammitglieder brauchen die Berechtigung „Business settings“. Die Inhaberin oder der Inhaber legt das unter Settings → Team → Roles and permissions fest (die App ist auf Englisch).

Passende Anleitungen

• OverviewThe NOZAIA Events overview: upcoming events, new inquiries, what is in the quote stage, today's tasks and what is overdue. Only for a business that picked an event type under Business type (planning, rentals, styling or venue).
• My dayYour events, runs and tasks for today and the coming week
• InquiriesWhat comes in through your site, and what you note yourself
• QuotesQuotes per event: send, acceptance, payment schedule