Quoting software for event and wedding planners
Offer event packages the client chooses from, add extras that update the total, and hold the date with a deposit the client approves on WhatsApp.
What quoting in this profession needs
Packages the client picks from
Clients compare a basic setup with a full one before they decide. One quote carries the packages together; the client picks one and the total follows.
Add-ons without a new quote
Flowers, a cake or an extra hour are asked for after the first offer. Optional add-ons sit on the same quote, and choosing one updates the total the client approves.
The date is held by a deposit
A date promised to one client is closed to every other. The schedule starts with a deposit to book the date, and the quote has a block on rescheduling and cancellation the client reads before approving.
What is ready when you start
- 9 ready items, each with its unit, and no prices: you set your own.
- 5 fields for the details of the job, shown on the quote.
- 6 scope-of-work blocks to edit for each quote.
- A payment schedule that starts with: Deposit to book the date 50%
All of it is on the template's page: Quote and estimate template for events and weddings
What it costs
Free trial: 2 quotes within 14 days, once per email. Pro: US$15 a month or US$150 a year, with unlimited quotes, up to 3 users and the business logo.
When a Word or Excel file is enough
If you send only a few quotes a month and your clients are content with a file, the free Word or Excel template does the job. Software earns its place when you want the client's approval on record, staged payments followed, and a reminder for every quote left without an answer.
Try it on a real quote
The template opens in Naam filled in with the profession's items. Edit them, add your prices, then send the quote as a WhatsApp link your client approves with one tap. The free trial covers 2 quotes within 14 days, with no card.
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