Quick Quotes & Custom Proposals

Quickly Create and Email Quotes

Quickly add inventory onto quotes, including related accessories and purchases
See available inventory on the selected event dates
Set signature and deposit requirements
Create an unlimited number of order templates
Start new orders with past orders or templates
Add fees and/or (global or product-specific) discounts
Adjust product pricing
Record and style rental notes and mark each note as visible or not visible to customer
Record and customize rental notes and mark each note as visible or not visible to customer
Click and drag to change the order of items
Email beautiful quotes, including product images, with a single click

Set quotes to expire a specified number of days before event date or after quote creation
Set quote expiration email, to be sent a specified number of days before quote expiration
Change quote expiration on each rental to be different from the default – either a custom expiration date or no expiration

Split item quantity between sections or duplicate item quantity to show it in multiple sections
Show section subtotals if you wish
Specify customer view specifics (i.e., showing discounts, notes, images, and item pricing)
Set the default way to organize inventory: by inventory type (items, purchases, etc), by product category, or by department
Set the system to automatically create headers

Select photos to set the mood
Click to include photos of select rental items, bundles, and purchases
Show a color palette for the event
Customize text and include or exclude the event name and date
Use a template proposal page to quickly create common proposals See Video
Assemble proposal, including a list of items, a billing page, and the rental agreement
Create a PDF and a custom proposal URL
Update the proposal automatically as the item list changes
Opt to include or exclude item details from the proposal
Send the proposal within the system and track email history
Attach the proposal to payment requests or any other customer email