Quote management

All your group quotes in one dashboard. Zero lost files.

From the first file received to the last deposit collected, the Kwoot dashboard gives you a complete view of all your current events. Statuses, calendar, alerts, editing, history: it's all there.

Complete customer information
Line table editable online
Internal notes and customer notes
List of quotes in Kwoot
What it unlocks

Everything you need to convert more opportunities.

Statuses and filters

The dashboard structures your files by status: draft, pending, approved, signed, deposit paid, balance pending, fully paid, canceled or rejected.

Quote detail page

Each quote includes customer information, complete details of the event, editable line table, internal notes, PDF documents and action history.

Online edition and group actions

After receiving a request, your team directly modifies the quote lines: price, extra, quantity. The total is recalculated instantly. You can also approve, reject, restart or export several files at once.

Statuses and filters

Filter by status, by date, by space. Find what you're looking for in 2 seconds.

The dashboard structures your files by status: draft, pending, approved, signed, deposit paid, balance pending, fully paid, canceled or rejected.

DraftOn holdApprovedSignDeposit paidPending balanceFully paid
List of filterable quotes in Kwoot
Quote detail page

Each file has its page. Everything is there, nothing is scattered.

Each quote includes customer information, complete details of the event, editable line table, internal notes, PDF documents and action history.

  • Complete customer information
  • Line table editable online
  • Internal notes and customer notes
  • Documents and History tabs
Quote detail page in Kwoot
Online edition and group actions

Edit a line. Approve multiple folders at once.

After receiving a request, your team directly modifies the quote lines: price, extra, quantity. The total is recalculated instantly. You can also approve, reject, restart or export several files at once.

Bulk actions and quote management in Kwoot

Kwoot makes this step clearer for the team and more professional for the client: everyone knows what to do, where to look and when to restart.

Example of a situation handled with Kwoot
1 follow-upFrom request to confirmation
30 daysFree trial without credit card
0%Commission on your events

Good sales monitoring starts with easy-to-find files.

Kwoot brings together all your group files into an interface designed for private event teams.

FAQ

Frequently asked questions about quote management

Can we create a quote manually without the customer quote wizard?

Yes. From the admin interface, you create a draft for requests received by phone or email.

Is the modification history tracked?

Yes. Each action is recorded in the History tab with timestamp and responsible user.

Can we clone a quote for a similar event?

Yes. The clone function duplicates an existing quote as the basis for a new file.

Are canceled quotes kept?

Yes. They remain archived and accessible for reference or dispute.