When a customer wants something custom, you turn their request into a clean, payable proposal in seconds. Already have a quote or invoice as a PDF? Upload it and Eventors reads the title and total for you - your customer reviews the full breakdown, then accepts and pays online. You'll answer from either your Inbox or your Proposals tab, both under Business.
What you'll learn
- Where custom requests land and how to open them
- The two ways to start a proposal
- How to turn a PDF quote into a payable proposal
- How to tell a proposal has been sent
Find the request
- Open the account menu (top right).
- Under Business, choose Inbox.
- Open the customer's message - it spells out the event: date, time, location, and what they need. Read it closely so your quote matches.
Two ways to respond
-
At the bottom of the thread you can:
- Reply with a text message - type in the message box and hit Send.
- Start a proposal - click Respond with a proposal.
- You can also skip the thread and go straight to the Proposals tab, then click New proposal - both routes open the same form.
Turn a PDF into a proposal
- On the New proposal page, drag your quote or invoice into the Proposal PDF box (or browse), then click Parse PDF.
- Eventors reads the details from your file. Under Check the details, confirm the Title and Total price - fix either if anything's off.
- Under Send to customer, add the Customer name and Customer email, an optional Message to customer, and set Expiry (days) - how long the proposal stays valid.
- Click Send proposal.
Good to know
- Your customer reviews the full PDF, then accepts and pays online - the parsed title and total are just the summary.
- A sent proposal shows in your Proposals list marked Sent, with its total.
- Either entry point works - the thread's Respond with a proposal button and Proposals → New proposal open the same form.
- Set an expiry so a quote doesn't stay open indefinitely.
Related
- Handle reviews