Desk

New quote

Price from the rate card, send, and it lands on the desk with its number.

Client and event

Venue and package

Catering

Catering is never inside a package. Quote it as its own line, in-house halal kitchen or the client's caterer.

Items and services rate-card prices, ex VAT. Change any price for this deal

For per-person items, enter the number of guests as the quantity.

Velmore Hire add-ons

Other lines and notes

Lines typed here are shown to the manager for checking before approval.
Velmoré
Draftnumber issued on send
    Lead with Package 2. Never itemise furniture; it's included. Valid 14 days, then the desk asks for a follow-up on day 2, 5 and 10.
    Quote total incl. VATR0

    Settings

    What every quote and invoice prints with. Only the manager can change these.

    Rate card

    Company on documents

    Money terms

    Who has access

      Staff see and follow up their own quotes. Only the manager approves, converts and sees money.

      Add a person

      New people get Sales access: they see and follow up only their own quotes.

      Numbering

      Numbers are issued by the database in order, once. They cannot be edited or reused.