Please enable JavaScript to view this site.

EventPro Software User Manual

Breadcrumb Trail: Quote Management > Quote Creation Wizard

Select Method/Creation Type

Scroll Prev Top Next More

1.In the Creation Type grouping, select the method of creating this event quote:

a.New (No Booked Locations): This method creates a quote for an Event that does not contain any Booked Locations. You can select the Event Date Range from the Event Calendar before beginning the Quote, or during the Quote Creation Wizard. If applicable, you will be able to add Booked Locations from the Quote Screen later.

b.New:  This method creates a Quote for an Event that contains the Booked Location(s) you select from an Opportunity's Preferred Date/Location Choices, or that you select from a Location/Date Booking Selection wizard page.

c.New from Past Event: This method creates a Quote for an Event that copies the Booked Location(s) from a Past Event, beginning on an Event Start Date that you select.

2.Click Next.

© 2023 EventPro Software, a wholly owned subsidiary of Profit Systems Inc. All Rights Reserved.