How to send a quote

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

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. 

Use a saved quote

If you find yourself sending the same quotes over and over, you can create quote templates to choose from so you aren't starting from scratch each time. Any saved quotes you've created will appear in a dropdown at the top of your quote form. 

You can choose one saved quote as your default to be loaded right away each time. The only time your default will not be used is if you have already sent a quote to the client, in which case the details you previously sent will be filled in instead to be edited and resent (see more about resending quotes below). However, even in that case, you could still choose a different saved quote if you'd like.

Fee & deposit

  • Your fee is the total cost you are quoting for your services, including both the deposit and the balance payment. It should not be an hourly rate or a partial fee. The client will make the entire payment upfront and no further payments will be expected from them. Your total fee cannot be lower than $15.
  • Deposit you require is the amount you'd like to receive in advance of the event. 
  • Click See service fees to see the amount you and the client will each pay in service fees. Some vendors use this information to adjust their pricing to lower the client's total cost.
  • 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 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? Do you require breaks or special accommodations in order to perform your service? We recommend quickly thinking through how you envision the event going and providing a recap of your services to be included in your quote. 

Cancellation policy & terms

Our default cancellation policy will be displayed unless you're building from a saved quote with 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 are using a saved quote, changing the cancellation policy will not change the cancellation policy for that saved template. 

Have more booking terms you require the client to meet? Click "Add additional terms?" to include things such as 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. Remember, 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 any already saved terms in that 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 deadline for the client to accept or decline your 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

Do you 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. 

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 you require a specific action be taken 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.

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.

Save the quote

Before you send your quote, you can choose to save it for future use if you'd like. Just check the box and give the quote a private title you can use to identify it later. Once you hit Send it will automatically add that quote to your list of saved quotes.


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 your changes 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 be automatically 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 any necessary edits to the quote before sending it. 


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.

To cancel a quote: 

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 Cancel 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.

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