Bookings

Turn an inquiry into a draft proposal

Keep submitted estimates together with the resulting quote.

1. Open Operations → Inquiry review at /inquiries and open the received inquiry.
2. Review the requested event, client details, saved availability result, and submitted estimate. Check the current calendar before confirming availability.
3. Select Create draft proposal. If no priced estimate was submitted, choose the appropriate package and tax details offered by the form.
4. Open Review proposal or Review or revise quote and check the saved line items, travel, overtime, custom requirements, and final amounts.
5. Finish the normal proposal review and sharing workflow. Reopening the converted inquiry leads to the same prepared draft instead of creating another.

Still need help? Open Support in your workspace and include the task, page, and any reference code shown.