It's time to send your client a quote! First, you'll want to make sure you have added in the gear, shipping, and labor that you will need to produce this event. Once that's done, you can follow the guide below to generate your quote!

Then choose your document type. The most commonly used document type is a Quote, but you can also choose a Contract or Production List.

Contracts are the same as quotes, just named differently in case a customer needs to sign a "contract" before accepting a "quote". Production Lists do not contain pricing information, so they can be used to provide a more limited version of the gear/equipment list to crew members.

Once you select your document type, you'll be prompted to choose which document template. Quote Templates from the Template Manager control the content of the quote, such as the level of detail for different resources.

Next, a Document theme can be selected. Themes control the look of the document, including colors and page margins.

Once you've selected your options, you'll be brought to your new quote (or document). Let's review the navigation on this page.

At the top of the document are several navigation buttons. You'll see the document number, and the number of revisions for this specific document. Dates can also be added, such as an expiration date.

Quotes can also carry a Customer PO Number. Set the PO number once at the event level and it flows through to new quotes and invoices automatically—or override it on the individual document. Invoices generated from a quote keep the quote-level PO number, even if the event-level value has changed since. A matching Client PO Number merge tag can place it on your templates—see Merge Fields and other Auto-fill tokens.

To return to the list of quotes or documents, click the back arrow here:

In the "More" drop down, it is possible to change the document theme, the billing address, or the client address.

If you are utilizing Inventory: The Warehouse Address will be utilized as your Billing Address. Updating it will update what address is used on quotes and invoices.

If you are not utilizing Inventory: Your Billing Address has been added directly by LASSO. To change it or add a separate address, please contact LASSO Support.

The header bar also includes a More Settings control. Click More Settings to expand an inline row with the document's additional fields — each field saves as soon as you change it, with no separate Save or Cancel step. This works the same way as the invoice builder's More Settings row.

The document's Header and Footer live in More Settings, too. Click the Header or Footer field to choose a different saved header or footer (or None), or to edit this document's copy, then click Apply. The change applies to this document only — the saved header or footer and the template don't change. Headers and footers are built and managed in the Template Manager — see Quote Template Manager Deep Dive.

To start adding elements to your quote document, a Quote Block needs to be added to the document.

If no quote block has been added to your Document template, click the "Add Quote Block" button

Resources can be reordered by dragging and dropping, using the handle to the left of the resource name:

Resources can also be renamed using the pencil icon to the right of the resource name:

When configuring how the gear order will show, the level of detail can be changed, as well as choosing additional data to be shown:

You will also see options in each section to organize your quote in different ways. For gear, this may mean organizing the line items by department, order, or group. For your labor, this can mean organizing by labor groups, events days or position names. These options give you control of how each is presented in the quote.

For gear, you will have the option to "show public notes". These are the notes that were included in the Gear spoke when creating your order.

To make additional changes to the quote block, click the pencil icon in the upper right of the quote block:

You can also preview your document using the Preview button.

Once the document is finalized, there are new options that allow you to send your quote, request signatures, and export the document.

Use the Send via email to send your quote directly to your client. Email templates can be updated in the Company Inventory Settings - Email templates.

Request signatures on your quote by clicking the pen icon:

It's possible to generate additional versions of your quote document, such as a contract or production list. You can also duplicate your existing quote to make additional changes or versions.

Documents can be exported to excel:

Click "Export PDF" to generate a PDF version of your quote. If you edit the existing quote, the number of revisions will increase.

Downloaded PDFs include page numbers — a Page X of Y row by default, printed on its own line below the document's footer when one is used. The page number format, position, and text size are configured on the document's template, and the page number can also be placed inside a header or footer instead — see Quote Template Manager Deep Dive.

Using the back button, you can return to the document list:

Every quote keeps a complete activity history, so you can see everything that's happened to the document over its life instead of piecing it together from emails, e-sign notifications, and status changes. Open the quote and click the View history (clock) icon for a timestamped, newest-first log of every meaningful event: when the quote was created, published, and revised; when it was sent and to whom; status changes; e-signature requests, signatures, and declines; customer accepts or declines from the public link; and conversion to an invoice.

Every entry shows who was behind it—a teammate by name, System, or Customer (public) for anything done through a public link or e-signature—along with the document's revision and its total at that point in time, so you can trace how the value changed across revisions. Filter the log by user, type, or action, or search it directly; changes made in the same moment group together so the timeline stays easy to scan.

Invoices keep an activity history too, including the full payment trail—see Invoicing in LASSO: Complete Guide to Invoicing.

After clicking "send quote" a window will appear that allows you to add in your recipient email address and personalize your email subject and body.

Attach PDF: Check the Attach PDF box to attach the document's saved PDF from its last publish. This works for quotes, contracts, and production lists, and the file uses the same name as Export PDF. The box is unchecked each time you open the window. If the document doesn't have a saved PDF yet, you'll be asked to export one first, and your email stays as you wrote it. Attachments are limited to 10 MB.

Reply-To: The Reply-To field lets client replies go to a shared inbox or a teammate instead of you. It's filled in with your email each time the window opens, and you can change it for that send. The From address doesn't change.

Please note: Reply-To is only turned on by request, and only works for accounts not using domain masking. Please reach out to your Customer Success Manager if you would like access!

Clients will receive a quote as shown in the example below and will have the options to approve, decline, and sign.

Congrats on sending your quote using LASSO. After the event is completed, and it's time to send the client an invoice, we will use a similar workflow in the Invoice spoke to send the client a tailored invoice.