Quote Management
Professional Quotes, Instantly. No Spreadsheets.
Build fully costed event quotes in minutes — venues, menus, decorations and add-ons all priced automatically. Share a branded PDF with clients and convert approved quotes to invoices in one click.
Key Sub-Features
The core capabilities that make Quote Management powerful.
Automatic Pricing
All line items — menus, venues, decoration packages, add-ons and discounts — are totalled automatically.
Branded PDF in One Click
Download a professional branded quote PDF directly from the record and share it with your client instantly.
Quote-to-Invoice Conversion
Accept the quote and convert it to a final invoice instantly — all line items carry across with no re-entry.
How It Works
Software solutions built specifically for the hospitality niche.
1. Select Customer
Choose the customer (from a lead or existing record) — their details populate the quote automatically.
2. Configure Event
Pick the venue, time slot, menus, decorations and add-ons — costs are calculated in real time.
3. Share with Client
Download and share the branded PDF quote — client sees a professional, fully itemised document.
4. Convert to Invoice
Once accepted, convert the quote to an invoice in one click — no re-entry, no duplication.
Elevate Your Operations
with Quote Management
Maximise your business efficiency using BanquetsCRM — the hospitality and event management platform trusted by 500+ venues. Free to start, built to scale.
Get Quote Management