EventPro Software User Manual

•EventPro's Quoting allows you to essentially create an event with Booked Locations, Resources, and pricing, without actually affecting real resources or finance numbers in EventPro.

•Follow the links below to learn how to create quotes, create quote revisions, create bookings from quotes, and more.

oQuote Statuses

oStart a Quote

oQuote Creation Wizard

▪Select Method/Creation Type

▪Select Client & Opportunity

▪Enter/Update Opportunity Information

▪Location/Date Booking Selection

▪Select Past Event

▪Basic Quote Information

▪Notes

▪Booked Location Default Values

▪Review/Edit

oNew Quick Event Quote

oQuote Screen: Add & Edit Details

oEdit Event Quote window

oQuote Revisions

oSend Quote

oCreate Booking from Quote

oFind & View Quotes

oRecalculating Quote Financials