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Event Quotes

Build a quote from an event’s spaces, inventory, workforce and ad hoc charges, and send it.

Last Updated on September 23, 2026

How do I create a quote for an event?

Steps

  1. Open the event and go to Quote, under Accounting in the event menu.
  2. Click Create Quote.
  3. Add lines on the Spaces, Inventory, Workforce and Ad hoc tabs. On Spaces, for example, click New Space.
  4. The grand total and each subtotal update as you add lines.
Real ShoSoft screen, demo data
A new quote, with the grand total and a subtotal for spaces, inventory, workforce and ad hoc charges.

What does a quote go through before it’s sent?

A quote moves through draft, review and approval, then goes out as a branded PDF. The invoice stays attached to the same event.

Steps

  1. Open the quote.
  2. Click Send to Review when it’s ready. Its status moves from Draft to Pending review.
  3. Once it’s approved, click Send PDF to Email to send it.
Real ShoSoft screen, demo data
An event’s quotes, each with its active snapshot, status and total.

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A seated audience facing a lit stage at Magic Box Event CampusA film crew and guests at a bright orange activation setGuests walking through a colorful Makers Studio brand activationA crowd at a night event outside a building lit with a projected messageGuests lining up under rainbow arches at an outdoor activation
A projection-mapped street art exhibition floor at Magic Box Event CampusGuests photographing a corridor of glowing art screensProjection-mapped pillars across the exhibition floor at Magic Box Event CampusVisitors at the ShoSoft booth on a trade show floorA crowd posing for a group photo at Magic Box Event Campus