Event quotes

Why it pays off

When a customer asks you for an event quote, every hour that passes is an hour in which they could pick someone else. The difference between closing and losing is often speed and the care in the proposal.

With Carteia you put the quote together in a couple of minutes: start from a ready-written template, add your logo, write the price and send. No Word, no layout fiddling, no "I'll send it tonight" that becomes next week. A polished PDF that makes a difference, ready right away.

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Which plan and how much it costs

Quote PDF — Bistro

Available from the Bistro plan, the same one that unlocks the events board.

Cost of the PDF — Senza costo aggiuntivo

Every time the quote PDF is generated, 1 credit is used — whether you write it yourself or use the AI assistant. Writing and saving the draft is free: you only pay when the PDF is created.

Send by WhatsApp — Senza costo aggiuntivo Ristorante

Sending by WhatsApp adds 2 credits and switches on from the Ristorante plan.

How it works: the blocks

The quote is made of blocks, like building bricks. You reorder them by dragging, switch them on or off without deleting them, and add new ones. The ready-made blocks are:

Introduction

The greeting: thank them for the request, introduce the venue in two lines, confirm the date and guests.

Highlights

What makes your proposal special: tasting menu, wine pairing, private room, parking. A short list.

Services

The detail of what's included: number of courses, drinks, table service, set-up. This is the block that justifies the price.

Terms

How long the quote is valid, how to pay, the deposit required, the cancellation policy.

Signature

Your signature and contact details for questions. The closing.

You can always add a free block to write whatever you like.

The customer's details fill in by themselves

Inside the blocks you can drop in "placeholders" that fill in automatically with the request's details, so you don't have to retype them:

Placeholder	What it becomes
Name	The name of the customer who made the request
Date	The date of the event
Guests	The number of expected guests
Budget	The budget the customer indicated
Venue	The name of your restaurant

You drop them in with the coloured buttons below the editor: first click inside the block where you want them, then on the placeholder. They work both in the quote and in the email text.

The four quick templates

Above the editor there are four templates that fill the blocks with a starting point to suit the occasion: Classic, Ceremony, Corporate, Premium. Click one and the blocks populate; then change what you want.

Step by step

1. 1

   In Events open the request you want to quote for.

2. 2

   If you like, start from a quick template (Classic, Ceremony, Corporate, Premium).

3. 3

   Write the blocks: click on each one, write the content, drop in the customer's details with the placeholder buttons.

4. 4

   Reorder the blocks by dragging the handle on the left; switch off the ones you don't need.

5. 5

   Write the total in euros: Carteia formats it for you.

6. 6

   Check the PDF preview (on the right on a computer, in the Preview tab on a phone): it's the real PDF the customer will get.

7. 7

   Save the draft, then send by choosing email or WhatsApp.

The preview is the real PDF

The preview you see while you work is exactly the PDF the customer will get: your logo at the top, the blocks in the order you chose, the customer's details already filled in and the total at the bottom. On a phone the editor and preview are in two separate tabs (Composer and Preview) so you're not cramped.

Sending by email

Write a subject and message (here too you can use the placeholders with the customer's name), and the email goes out with the PDF attached. When you send it, the request moves to Quote sent on its own and the email stays logged in the card's diary. Emails go out through Carteia's professional mail system: for reaching the right inbox see the Marketing guide.

Sending by WhatsApp

Alternatively, Carteia prepares a WhatsApp message already written with the link to the PDF in it. You click and WhatsApp opens (the app on a phone, WhatsApp Web on a computer) with everything ready: you check and send.

What gets saved

So you don't lose your work and have everything tracked, each quote keeps: the title, the text (the visible blocks joined together), the total and the estimated value of the event (which can differ from the total, handy for your deal stats). Reopening the request, you find the quote where you left off.

Limits to know

• The quote is only made inside an existing event request: you need the request first.
• The details that fill in by themselves are five (name, date, guests, budget, venue). You can't add custom ones for now.
• The PDF link on WhatsApp expires after 14 days: beyond that, it has to be regenerated.

Next steps

• Private events — the full deal, from request to confirmation.
• Marketing and campaigns — delivery of emails and WhatsApp to customers.
• Plans and credits — how credits work.