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!
Create a Quote, Contract, or Production List
To get started, open an event and click on the Quotes Spoke to start building 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.
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.
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 
Click "Add Resources" to start adding content to your quote.
Now the true Quote configuration can begin!
As you make changes, you'll be prompted to Apply Changes to view the current configuration of your info:
Check the box in the resource line to ensure that this resource is on the quote:
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:
Use the gear cog button to configure how the resource will be shown on the quote:
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.
As options are chosen, be sure to continue to Apply Changes so that you can see the updated subtotal, tax, and total at the bottom of the configuration window.
Once the changes to the resource block have been saved, the quote block will be updated with all the selected information.
To make additional changes to the quote block, click the pencil icon in the upper right of the quote block:
Once the document is ready to be sent to your customer, click the Publish button.
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.
Using the back button, you can return to the document list:
New documents can be created, and existing documents can be managed.
Quote statuses can be updated, signatures can be requested, and additional actions can be completed by using the menu at the far right of the quote list.
Sending Quotes from LASSO
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.
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.