Create quotes in seconds, directly from your event plans. Keep your proposals and operations perfectly synced for faster client approvals and honest, accurate pricing.

Integrated Quote Management

Quotes are now generated directly from your event planning. Once generated, you can adjust line items, add optional extras and notes, apply discount codes, … . Because each event can hold its own quotes, you have the flexibility to create, adjust, and send out multiple variations.

• Dedicated Client Portal: Send quotes via email or your inbox, complete with a PDF attachment and your signature. Customers receive a secure link to a dedicated portal where they can easily review and accept the proposal.

• Full Lifecycle Tracking: Track each quote as it moves through its lifecycle: not sent, sent, viewed, accepted, rejected, withdrawn, expired, and superseded. From the dashboard, you can send reminders, issue revisions, or withdraw active quotes.
  
  

• Centralized Communication: If a client makes a decision outside of the portal, you can manually log the outcome and reason for your team. The event history records all decisions, and event members are automatically notified whenever a quote is accepted or declined.

Next step on the roadmap is invoices but for now you can download a pdf or a UBL (xml file) to upload the quote in your accounting software to generate an invoice based on it.

Oh and don't forget if you need help with this Roo (our copilot) can also do this for you.

An inquiry from the conversation

From a conversation, create an inquiry. The thread is read for the event name, description, guest count, and dates, then the calendar is checked before you confirm. Proposed slots are shown up front, including any clash with an existing event. The inquiry stays linked to that conversation, so the brief does not have to be copied across by hand.

Book a table from the chat

Restaurant widgets connect TableFever and others so a guest can book a table from the conversation. Add a connection under integrations, and the assistant can open that venue's reservation widget. You can connect more than one venue.

Also new

Event notifications

Get notified when an event is created or assigned to you, and when a quote is accepted or declined. Email and in-app notifications can be turned on from your notification preferences.

Custom roles for planning

Custom roles can include permission to create and manage events, so planning access does not require a full administrator.

Closed periods on the schedule

Closed periods show on the scheduler, including when several closings overlap a space.

Comments on the schedule

Slot comments are visible in the schedule view.

Company addresses

Company records can hold addresses, shown on a map we have plans for this in the future 😉.

Invoice/Quote details

Account settings now include invoice details: legal name, VAT number, and address.

Event activity log

We now keep a better record of who made which changes to an event, whether it was an AI assistant, an automation, or a human user.

Lost and found for the whole team

Anyone member of the account can create, update, and delete lost and found items now. This was previously limited to admins only.

Campaign clicks and widget opens

Clicking a campaign message counts as opening the widget. Opening the campaign popup itself does not. You can view these stats under reports.

Form design

You can now set a background color for the form fields.

Outlook/Gmail labels

We use a better set of names for labels. The labels are now Inquiries, Cancellations, Updates and Escalations. No more sssssnake_casing.

Unblocking a contact

Unblocking a contact reset and clears the conversation state and context and gives the contact permission again to talk to the AI-assistant. We give people second changes now.

Time zones

Event dates and times follow the account time zone more consistently. When you create a new event we will use the timezone configured on the space instead of the user timezone.