Creating and managing saved quotes

The quotes you send on GigSalad become an official booking agreement and contain your cancellation policy, terms, services to be provided, and your fee. To reduce the time you spend filling out each section of the quote form for each lead, create a few saved quotes that you can use for different services and event types. 

IN THIS ARTICLE:

Create a new saved quote

You may find yourself sending quotes that are very similar to each other. Rather than starting from scratch each time, you can save multiple quote templates in advance.

1
Log in to your control panel and go to Tools, then select Manage Saved Quotes.
2
Click on Create a new saved quote.
3
Create a title for your quote. This title will not be visible to clients. It's only used for you to identify which saved quote to choose when replying to a lead.
4
Enter your fee, deposit, sales tax, services to be provided, additional terms, and attach any photos, documents, or audio files. Use the shortcodes provided and we'll fill in the correct information for each client and event.
5

Select your cancellation policy and expiration time.

6

Click Save.

7

Repeat steps 2-6 for as many saved quotes as you'd like to have.

Note: You can also create a new saved quoted right from your message thread with a client! If you have just filled out a quote form that you would like to re-use later or save for further editing, you can do so by clicking on the checkbox next to "Save this quote". Once you select this checkbox and add a title, your quote will be saved as soon as you click Send

Edit a saved quote

1
Log in to your control panel and go to Tools, then select Manage Saved Quotes.
2
Open the drop-down menu and select the saved quote that you want to edit.
3
Make any changes to the title or content, or add/change your attachments.
4

Click Update Quote.

5

Repeat steps 2-4 for each saved quote you'd like to edit.

Delete a saved quote

1
Log in to your control panel and go to Tools, then select Manage Saved Quotes.
2
Open the drop-down menu and select the saved quote that you want to remove.
3
Click Delete Quote. Deleting cannot be undone, so a confirmation box will appear.
4

Repeat for all saved quotes you'd like to delete.

Choose a default quote

You can choose one saved quote to be the default quote that is automatically loaded into the quote form when responding to a lead. Your default saved quote will be identified by a "(default)" label after the title.

1
Log in to your control panel and go to Tools, then select Manage Saved Quotes.
2
Open the drop-down menu and select the quote you want as your default.
3
Scroll to the bottom of the quote form and check the box beside "Set as my default quote."
4

Click Update Quote.

What about the quote settings you already had saved? If you previously saved any custom quote settings (which used to be located in the Edit PromoKit section of your control panel) such as a custom cancellation policy or additional terms, those settings will now appear as a saved quote titled "Old quote settings." This saved quote will be automatically selected as your default, but you can select a different saved quote as your default at any time. You can also edit the "Old quote settings" by going to Manage Saved Quotes and selecting it from the drop-down menu.

The only time your default will not be used when responding to a lead is if you've already sent a quote to that client. In that case, the previous quote will be loaded for you to alter and re-send. However, you can still choose one of your saved quotes from the drop-down if you want to change from your previous quote.

Using shortcodes

Shortcodes allow you to easily create generic saved quotes that can be used repeatedly. By entering the bracketed codes we provide, the client's name, event location, or event date and/or time will be auto-filled with the correct information after you send the quote. 

Example of how you might use shortcodes in your "services to be provided":

We'd love to perform at your [event_type]! This quote is for two hours of instrumental music on [date] between [time]. 

I've attached a few songs to this quote to give you an example of what style of music we would be playing. I believe we would be a great fit!  

Once you've created one or more saved quotes, you'll be shown a drop-down list (identified by the titles you added) to choose from when you choose to send a quote. Select the one you want, make any necessary edits and add some personalization, then send! The shortcodes you include will continue to display as bracketed text until after you send the quote but once the quote has been sent, the event and client's information will be displayed.

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