Quotes — generating and sending to clients

CaterCloud generates professional PDF quotes that you can send directly to clients.

Creating a quote

1. Open an event and go to the Quote tab
2. Click Generate Quote
3. Review the line items (pulled from event costs) — add, remove, or edit as needed
4. Set a deposit percentage and due date if required
5. Add any custom notes or terms
6. Click Send to Client to email the quote as a PDF

Quote line items

Line items are drawn from the event's cost entries. You can:

• Add custom line items directly on the quote
• Set per-person pricing (multiplied by guest count automatically)
• Apply discounts as a line item or percentage

Quote statuses

• Draft — not yet sent
• Sent — emailed to client
• Accepted — client has confirmed
• Declined — client has declined

Getting a quote accepted

Clients receive an email with a PDF attachment and a link to view the quote online. They can click Accept or Decline from the online view — you're notified automatically.

Editing a sent quote

You can revise and resend a quote at any time before it's accepted. The client receives a new email with the updated quote.

Quote settings

Go to Settings → Quoting to set your default:

• Quote expiry period
• Deposit percentage
• Payment terms text
• Your terms and conditions (printed at the bottom of every quote)