How to send a quote

Upon receiving a lead, the most important step is to get the client a fair & accurate quote as quickly as you can. Remember that many clients are likely reaching out to multiple vendors and they are more likely to accept and book one of the first reasonable quotes they get. Make sure that's you!

IN THIS ARTICLE:

Building quotes

When you send a quote, you are telling a client you are available and ready to be booked. So be sure to cover all your bases when building the quote, as it will also serve as your booking agreement.

Fee & deposit

  • Your fee is the total cost you are quoting for your services, including both the deposit and balance payment. Be competitive with your pricing, but also be fair to yourself and your needs. Your total fee cannot be lower than $40.
  • Deposit you require is the amount you'd like to receive in advance of the event.
  • Click "Add sales tax?" if you'd like to include a tax with your fee. Enter the percentage of tax you want to apply, and we'll do the rest for you.

The client will pay your full fee through GigSalad with a credit card in order to secure the booking. We will process their payment and send the deposit to you via the payout method you choose. The balance payment will be held until you've completed the gig.

Note: Depending on your membership level, you may run into limitations on the deposit amount you can request. Fret not, we'd be happy to work with you and accommodate special circumstances. Just contact us!

Service details

While this section is technically optional, we recommend always including a brief description of the services you intend to provide for the client. This is where you can clarify any specifics of your performance. This is especially important for companies/individuals that provide multiple services. Are you a balloon twister, magician, and face painter? Which of those things are you providing? Do you have a 3-piece, 4-piece, and 5-piece band option? Which one will be performing at this event? We recommend quickly thinking through how you'd envision the event going and providing a recap of your services to be included with your quote. 

Cancellation policy

Our default cancellation policy will be displayed unless you've saved a custom policy. You can click (edit policy) if you'd like to have a different policy for the quote you are building. If you've saved a different policy, changing the policy for an individual quote will not change your saved policy. You can change your customized policy here.

Have more booking terms you require the client to meet? Click "Add additional terms?" to include things such a setup requirements, weather policies, and other specifics. 

Additional terms:

What happens if it rains? Do you require a covered performance space? Are there specific state or city requirements the client must meet? These are the kind of things you can include in your Additional terms. As mentioned in the beginning, your quote will become your agreement if the client accepts it, so make sure everything is covered here.

If you change your mind about adding more terms or don't want to include your saved terms in a specific quote, click Remove additional terms.

Quote expiration

Finish up by determining an expiration date for your quote. 

Because these quotes are bookable, you may not want to keep the date open on your calendar indefinitely. Instead, you can set a certain time frame for when you require the client to accept the quote. We recommend 7 days, but for closer dates, you may want to make it less. If the event is much farther out, and it's a bigger event, you may want to hold the date a bit longer and give the client some time to work out the details. In that case, you can select Specify date and it'll open a calendar for you to choose a custom expiration date. Once the expiration date passes, the quote will expire and the client will no longer be able to book it. If they reach out to you afterward and you are still available for their date, you can always send a new quote.

Attach files

Have an additional rider or song list you'd like to include with your quote? Or perhaps a waiver or some other legal document you need to provide? Want to send photos or audio samples to help sell your service? You can attach PDFs, photos, or MP3 files to your quote for the client to review. If you require a specific action with any of these attachments, such as a signature, be sure to add a note to your Services to be provided or Additional terms explaining the purpose of the attached document, as well as if and how they should return it.

To attach a file, click "Attach photo, MP3, or PDF file" beside the paperclip icon. This will open up your computer files to find the one you need. You may send up to 10 files with a single quote. If for some reason you need to send more, you can send a follow-up message after sending the quote and attach more files there.

If your attached images are appearing sideways or upside down, it may be due to your web browser not interpreting the meta data attached to the image to determine the proper orientation. Read more about this issue and how to fix it.

Important: If you attach a separate contract for a client to accept and return to you, GigSalad is not responsible for mediating any disputes or honoring any of the terms outlined within that contract. If any of the terms within that contract contradict the chosen cancellation policy or additional terms for that booking, We will only honor the terms as they are outlined in the GigSalad booking agreement, with no regard to any terms of a separate contract.


Default quote settings

Make it faster and easier to send quotes by saving all of your quote preferences in advance. 

Here's how you do it:

1
Log in to your control panel and go to the Edit PromoKit section.
2
From the menu, select Quote Settings (at the bottom).
3
Click Add beside the setting you wish to set a default for.
4
Once you've added your default setting, click Save.

All of your default settings can be changed or edited with each quote you build, allowing you to customize for individual clients and specific situations.

Note: Saved Messages are not actually a part of the quote process. These are the messages you send separately from the quote, using the Send a Message option. 


Re-sending quotes

New quotes:

If you need to change the quoted price or any of the details in your agreement, you can send a new quote at any time, as long as it has not yet been booked. Open the lead and click Send a new quote. We'll automatically fill in details from the previous quote you sent to that client. Just make the edits that are needed and send. Sending a new quote will automatically render the previous quote outdated. The client will only be able to book your most recent quote. 

Outdated quotes:

You may notice sometimes that your sent quote is now showing as outdated. This means the client has changed some of their event details. Whenever details are changed, any open quotes will automatically be rendered outdated and not bookable. We do this because oftentimes changing event details can change your availability or price. You'll be notified with a message when details are changed, so look over the edits and determine if you can still offer your services. If you can, just click Send a new quote, edit any necessary details from your previous quote, and send.

Expired quotes:

You'll set an expiration date for each quote you send. Once expired, the client can no longer book you. At that time, you are no longer obligated to fulfill any proposed services for that event. However, in some cases, the client may reach back out to you and ask if you are still available. If you are, return to that lead, click Send a new quote and your previous quote will already be in place ready to be re-sent. If anything has changed for you or the client, be sure to make the necessary edits to the quote before sending. 


Canceling quotes

You may go in and cancel a sent quote at any time, as long as it has not been booked. If you are no longer able, or willing, to provide the services you've quoted to a client, you should cancel the quote right away, before it gets booked.

Here's how you do it: 

1
Log in to your control panel and go to your Inbox.
2
Select the quote that needs to be canceled.
3
Scroll to the quote in your thread and click Remove price quote? at the bottom.

If you want to send a new quote for that lead, you may do so at any time, as long as the gig is still available. 

Once the client accepts a quote and makes a payment, you are booked and can no longer cancel the quote or gig without repercussions. Learn more about canceling gigs here.

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