Create and send a quote

When to use this

Use this guide when your event details are ready for customer-facing pricing and you need a formal quote tied to the event workspace.

What you need first

an existing event with the correct client and dates
arrangements or billable items added to the event
any delivery fees, service fees, or taxes you need reflected in the quote

Step-by-step walkthrough

Open the event workspace

Start from the event that should own the quote. Quotes are attached to events so your team can keep planning, pricing, and invoicing in one place.

Review the billable items

Check the arrangements, rentals, and other line items that should appear on the quote. Make sure quantities and names are ready for the client to see.

Create the quote

Generate a new quote from the event. BloomBoard uses the event context and snapshotted pricing to assemble a document that can be reviewed and sent.

Confirm fees and totals

Review delivery, labor, service fees, taxes, and the final total before sending. This is the last point to catch pricing issues before the client sees the document.

Send the quote to the client

Send the quote through the available delivery flow for your account. After it is sent, confirm the event timeline and internal notes reflect that the proposal is now with the client.

What happens next

After the client approves the quote, your team can move into booking, invoicing, and sourcing with the event as the same system of record.

If item names, quantities, or fees still need internal cleanup, fix them before sending. Quotes are customer-facing documents and should be reviewed as such.

If totals look wrong, review the event items and fee lines before regenerating the quote.
If the quote is attached to the wrong event, stop and correct the event context before sending.
If the client needs a revision, update the source event data first, then create the next quote version from that updated state.