Event Quotes

Build a quote from an event’s spaces, inventory, workforce and ad hoc charges, and send it.

Last Updated on September 23, 2026

How do I create a quote for an event?

Steps

  1. Open the event and go to Quote, under Accounting in the event menu.
  2. Click Create Quote.
  3. Add lines on the Spaces, Inventory, Workforce and Ad hoc tabs. On Spaces, for example, click New Space.
  4. The grand total and each subtotal update as you add lines.
A new quote, with the grand total and a subtotal for spaces, inventory, workforce and ad hoc charges.

What does a quote go through before it’s sent?

A quote moves through draft, review and approval, then goes out as a branded PDF. The invoice stays attached to the same event.

Steps

  1. Open the quote.
  2. Click Send to Review when it’s ready. Its status moves from Draft to Pending review.
  3. Once it’s approved, click Send PDF to Email to send it.
An event’s quotes, each with its active snapshot, status and total.