Build the proposal
Build a proposal with inventory, services, fees, bundles, discounts and tax estimates before committing stock or creating a booking.
Build professional quotes from enquiries, send them to customers, and convert accepted work into bookings, all in the same workflow.
Before the booking
Price the work, get a clear yes or no, then convert accepted quotes into bookings, without creating invoices, reserving stock or starting a second workflow.
Build a proposal with inventory, services, fees, bundles, discounts and tax estimates before committing stock or creating a booking.
Send a PDF quote with an accept/decline link and track every stage from draft to conversion.
Accepted quotes can become bookings in one step, with creation of draft invoices and draft agreements.
Proposal workflow
Build a professional quote, send it to the customer, and convert accepted work into a booking, all from the same platform, without creating duplicate records.
How it works
Website enquiries, phone calls and other leads become proposals you can price and send. Inventory stays available until the quote is accepted and converted into a booking.
Start from a website enquiry, phone call or walk-in. Build a quote without allocating inventory or creating a booking yet.
Share the proposal, collect an online accept or decline, and revise the quote if requirements change.
Create the booking when the customer accepts. Inventory is allocated at conversion, not while the quote is open.
FAQ
No. A quote is a proposal before work is committed. It does not create a booking, allocate inventory or place anything on your operational calendar. Inventory is only committed when the quote is converted into a booking.
Start with a free trial
For rental, catering, event décor, any other service businesses. 30 days full access, no credit card.