Quotes

Wo du es findest

So funktioniert es

1. You create a quote from an event (New quote).
2. In draft you fill in lines (or pick a service from your catalogue), optional lines the client ticks herself, the terms and the payment schedule.
3. Send emails the client a secure link; there she picks options and accepts or declines.
4. After acceptance the instalments appear on the event and the event is confirmed once the deposit is in.
5. Did the client say yes by phone? Record the acceptance yourself.
6. Need something different? New version.

Gut zu wissen

• Teammitglieder brauchen die Berechtigung „Events“. 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
• EventsAll events, from inquiry to completed