Inquiries
Respond and quote
A quote is your real price for this couple, this date, this scope. You build it inside the conversation, then press Send to lock it in.
How to do it
- 01
Open the thread
From /dashboard/leads or /dashboard/inbox.
- 02
Press Build a quote
Bottom of the message composer. Opens a panel with your packages pre-filled.
Build a quote - 03
Pick a package
Or start from scratch. You can edit every line - name, price, hours, included items.
- 04
Add or remove line items
Common ones: extra coverage hour, travel beyond 50 miles, second shooter. Each line is its own row in the quote.
- 05
Set an expiry
Default is 7 days. Couples can ask for an extension; you can grant or deny.
- 06
Press Send quote
Lands as a quote card in the thread. The couple gets an email and an in-app notification.
Send quote
What to expect
Once sent, the thread's stage moves to Quoted. The couple has three buttons on the card: Accept, Counter, Decline. You'll get a notification when they pick.
Related
