Your event
Quotes
A saved, priced selection a buyer can come back and turn into an order.
What you can do here
A quote holds no stock, so a live sale can take the places it priced and a saved quote can go out of date.
Converting a quote checks availability again and creates a pending order for the buyer to pay. Where a discount on the quote has since expired, the page offers the new price and says what it was.
When a customer's quotes need approval, its quotes go to its approvers instead of being converted by the buyer. A quote is a customer's when someone signed in as the customer makes it, when someone confirms their address with the checkout code and chooses that customer, or when you create it for an address that's on that customer and no other. It shows as Sent for approval until an approver records its purchase order, which turns it into an order, or rejects it. You can also record the number yourself or convert it. A rejected quote shows the reason the approver gave. Approval is set on each customer's page, under Approval.
While any customer needs approval, a quote made by someone who isn't signed in can't be turned into an order from its own page. You can still convert it from this list.
Buyers generate quotes themselves at checkout on events where you turn Allow quotes instead of paying on. Those appear in this list beside the ones you compose with New quote. New quote emails the quote to an address you give it.
Where your bank transfers go through Stripe, a buyer who selects Generate a quote without being signed in signs in first, as for Pay by bank transfer: they give their email address and type the code Tito emails them. The quote is then saved to their customer, and they can book from it later. They can also get the quote without an account, from the line under the sign-in.
A quote whose order the buyer can pay by bank transfer offers them Book this and pay by bank transfer, which converts it and goes straight to the bank transfer. With Stripe's bank transfers, the customer the quote was saved to signs in first. A line at the foot of the quote lets them pay by card instead.
To send an open quote again, open it, open Actions and select Email again….
Good to know
A canceled quote can't be converted. Select several open quotes and choose Cancel quotes to do the same to a batch.
- A quote a buyer generates asks whatever their tickets ask. A choice of items, or a session to pick, is answered before the quote is written, and the quote holds the answer.
- A quote a buyer generates also asks the questions on your booking form, and the order booked from it has their answers. A question that takes a file upload is asked on the order's page once it's booked.
- A quote is in one currency. A buyer's own quote keeps the currency of the page they generated it from, and converting keeps it too.
- A quote's page opens from its private link. The reference is for talking about it.
- An open quote that nobody converts expires on its own after 30 days.
- When the order a quote became is canceled because it went unpaid, the quote can be converted again. One that went for approval goes back to its approvers, and one past its expiry date expires.