Quotes, invoices & contracts
Quotes
Build an itemized quote with packages and add-ons, send it with a secure link, and track acceptance.
Some features roll out gradually. If you do not see this section in your dashboard, it is not enabled for your account yet.
Where to find it: Bookings → Quotes (/dashboard/quotes).
A quote is an itemized price you send for a booking. Your client opens it with a secure link, picks a package, and accepts or declines, then pays. When your client accepts, bzar creates the deposit and balance invoices and a booking for you automatically.
How to create a quote
- Open Bookings → Quotes and click New quote.
- Pick a customer. If you skip this step, the quote saves as a reusable template with a "Template" badge.
- Add packages, line items, and add-ons. bzar suggests ready-made templates based on your services.
- Set a deposit as a percent of the total.
- Set an expiry date if you want the quote to expire.
- Optionally attach a contract template. The customer must then sign before they can accept the quote.
- Click Save and send. The customer gets a secure link.
You can edit a quote only while it is a draft. After you send it, you can revoke it, but you cannot change it.
Statuses
| Status | Meaning |
|---|---|
| Draft | Not sent yet. You can still edit it. |
| Sent | The customer received the link. |
| Viewed | The customer opened the quote. |
| Accepted | The customer accepted. Final. |
| Declined | The customer declined. Final. |
| Expired | The expiry date passed. Final. |
| Revoked | You withdrew the quote. Final. |
You can revoke a quote in any status that is not final.
What happens on acceptance
When the customer accepts, bzar records the selected package, add-ons, and signed name. It then creates:
- A deposit invoice and a balance invoice.
- A booking on your calendar.
Good to know
- A quote with a client assigned belongs to that client's booking; a quote without a client saves as a reusable template.
- Most of the time you do not need to start here: Send a booking turns into a quote on its own when it needs one (a custom-priced package, a contract, or several items).
- Quote requests (from packages priced It depends on the event) appear under the Requested filter, with a draft ready to adjust. You can also answer them with Send price on the booking, without building a quote.