Quote preparation

Event Quote Preparation Software

Create professional quotes in a few clicks: customizable templates, structured calculations and integrated sending. Venues that structure their quotes reduce creation time by 80% and increase signature rate by 20%.

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Expert advice: quote architecture and signature

A well-designed template structure, dynamic pricing rules and quote-to-signature tracking are essential to optimize sales bookings.

Design a template architecture by event type (seminar, celebration, corporate) with reusable blocks.

Define dynamic pricing rules (volume, season, client type) that apply without re-entry.

Track the quote-to-signature journey to identify friction points and accelerate signatures.

Quote performance indicators

Quote-to-signature rate by event type and channel.
Average time between quote sending and signature to optimize follow-ups.
Quote opening rate and consultation time to adapt follow-up.

Venues that book best

Venues with the best quote-to-signature rates share: templates structured by event type, clear pricing rules applied without re-entry, and proactive follow-up based on the client's real engagement with the quote.

The problem

Creating event quotes by hand is tedious and error-prone

Each quote requires considerable time: manual calculations, formatting, multiple checks, personalization. And pricing errors cost dearly in lost margin or credibility with clients. A sales team spends on average 30% of its time creating and managing quotes instead of selling.

Time-consuming manual creation: 30 minutes to 1 hour per quote, with re-entering information and manual calculations
High risk of calculation errors, forgotten services and pricing inconsistencies that impact margin or credibility
Variable formatting depending on sales reps: non-uniform documents that harm professional image
No tracking of opening and engagement on sent quotes: you follow up blindly without knowing if the client has read your proposal
No connection between the quote and the event file: information is manually duplicated from one tool to another

The Joinways solution

Professional quotes in a few clicks

Joinways structures event quote creation with templates configurable to your brand, calculations applied from your pricing rules and integrated client engagement tracking. Your sales reps focus on selling while the system prepares impeccable quotes.

Fully customizable quote templates with your logo, colors, layout and legal notices
Reliable price calculation according to your pricing rules: unit prices, volume discounts, seasonal surcharges, special terms
Configurable options and variants that the client can select directly online with total recalculated in real time
Complete engagement tracking: opening notification, time spent on each section, downloads, to follow up at the right moment

Concrete results

Save time and book more

Structured quote preparation improves your sales efficiency and signature rate.

5 min

Per quote

Create complete, professional quotes in a few minutes instead of 30 minutes to 1 hour. Free up time for client relations and outreach.

Calculation errors

Eliminate pricing errors for good thanks to calculations applied from your rules. No more lost margin or embarrassing situations with clients.

+20%

Signature rate

Noticeably improve bookings with professional quotes, increased responsiveness and proactive follow-up based on the client's real engagement.

Key quote preparation features

Standard quotes, custom quotes and complex packages with fast, reliable creation.

Related product pages: Inquiries · Quotes & Signatures

Standard quotes from preconfigured packages

Generate quotes in a few clicks from preconfigured packages (study day, residential seminar, all-inclusive celebration). Quickly personalize according to the client's specific needs.

Custom quotes with selectable options

Create personalized quotes with options the client can select directly online: menus, equipment, additional services. The price recalculates in real time.

Multi-day quotes for complex events

Assemble detailed quotes for multi-day events with planning by day, day-specific services and overall summary.

Representative scenario

How an event caterer tripled its quote processing capacity

Context

An event caterer in the New York metro area spent an average of 45 minutes per quote: quantity calculation, per-person pricing, document formatting. With 20 requests per week, the 2-person sales team was saturated and couldn't respond to all requests on time.

Action

Joinways implementation with customized menu templates, calculation per person and per service applied without re-entry, configurable options (cocktail, buffet, table service) and engagement tracking on sent quotes.

Result

Time per quote reduced from 45 minutes to just 10 minutes. Processing capacity tripled: the team now responds to 60 requests per week. Signature rate improved by 15% thanks to more professional quotes and better-timed follow-ups.

Sales Director

Event caterer, New York metro area

Frequently asked questions about quote preparation

How do I configure my quote templates to reflect my brand?

Joinways lets you create fully customizable templates with your logo, colors, layout and legal notices. You define the sections (services, options, terms and conditions, payment terms) and variable elements that will be personalized for each quote. Multiple templates can coexist for different event types.

Are price calculations really reliable?

Absolutely. You configure your pricing rules once (unit prices per service, volume discounts, seasonal surcharges, special terms per account) and Joinways applies these rules consistently. Calculations are always correct, verifiable and traceable. No more human errors or inconsistencies between sales reps.

Can we offer options that the client selects themselves online?

Yes. You create interactive quotes with selectable options (menus, equipment, additional services). The client can select their choices directly online and the total price recalculates in real time. This facilitates client decision-making, reduces back-and-forth and accelerates signing.

How do I know if the client has viewed the quote and which sections interest them?

Joinways notifies you as soon as the quote is opened by the client. You see how much time they spend on the document, which sections they view most and whether they download the PDF. This valuable information helps you follow up at the right moment with the right arguments, focusing on what really interests the client.

Can quotes be electronically signed to speed up validation?

Yes. Joinways integrates legally valid electronic signature. The client can accept the quote, select their final options and sign online in a few clicks. The signed document is archived in the event file with timestamp and signature proof.

Related product pages

Inquiries Quotes & Signatures Clients & companies

Prepare your event quotes without manual entry

Create professional quotes in a few clicks and book more requests. Join the venues and caterers that have transformed their sales process with Joinways.