A quote for the wedding is created from the order, given a 15-day validity and sent; Maya Chen of Landmark Venues opens it from the email, approves and signs it in the portal, and it shows as confirmed in Filmo.
Build and send a quote
Build a quote from an order, send it, and see how your client approves it online.
What you will learn
- Create it from the orderThe quote copies the order's lines and prices; edit it before you send it.
- Send itSend it by email; the client opens it in your portal.
- Approved and signedThe client approves and signs it online, and the quote shows as confirmed in Filmo.
Related articles
- Create a quoteCreate the quote from the order's «Documents» card: Filmo fills it with the order's client, dates, lines and prices, and numbers it when you save.
- Edit a quote«Edit» changes the quote's active version in place, in any status; add a version instead when the client has already seen it.
- Quote statuses: draft, validated, pending, confirmedEvery quote version has a document status (draft or validated) and a commercial status (pending, confirmed, canceled or superseded).