Events and functions questions, answered

Yes, with an integration. Your website form or booking system sends the guest's answers through the QuoteCloud GraphQL/REST API, or a Zapier or Make.com automation: it chooses the template, fills its data items and adds the chosen package and add-ons as price-table rows. QuoteCloud returns the finished proposal as a web link, PDF or email. API, Zapier and Make are on Essentials and above; documents created through the API or Zapier carry a per-document creation fee.

In your website or your automation, never in QuoteCloud. Your form, Make scenario, Zap or developer's code decides which template suits the occasion, which space fits the numbers and which minimum spend applies to the day, then sends those values. The venue's website or automation chooses the event-type template and sends the details and price lines; the template supplies the styled, event-specific wording. QuoteCloud creates the document from that template, fills its data items and adds the price-table rows, with the guest count as the qty on per-head rows. It does not tick optional items or choose content blocks.

Yes. Keep one template per occasion, each with its own cover photo, welcome text, packages and run sheet, and share blocks such as booking terms from the content library. Your automation creates each enquiry's proposal from the right template, data items fill in the guest's name, date, numbers and space, and the chosen package and add-ons arrive as price-table rows. The template supplies the styled, event-specific wording.

Yes. A note from your enquiry form, such as a request for a surprise speech at 9 pm, can be sent as a data item and placed in the proposal exactly as the guest wrote it, for example in a 'From your enquiry' block. QuoteCloud does not rewrite it, and your team can reply in a comment.

As soon as your automation creates it. QuoteCloud returns the document as a live web link, a PDF or an email when the request arrives, so your website can show the link on its thank-you page or the guest can receive it in their inbox. The guest opens it in any browser, with no account needed.

Set the deposit in the proposal as a percentage or a fixed amount. The guest pays it through Stripe or PayPal straight after signing, on the same page, and the document is marked Paid. You can also ask for full payment on signing. Payments need a connected gateway and are on Essentials and above.

No. A minimum spend is your venue's rule, so state it in the proposal as content, for example beside the food and beverage lines, and your website automation can add a minimum spend balance line when a selection falls short. QuoteCloud calculates the lines it is given; it does not check them against a minimum.

No. QuoteCloud takes the deposit, or the full amount, when the proposal is signed. Set out the balance and its due date in the proposal as a payment schedule, and invoice it from your own system with the final numbers. There are no instalments or automatic balance billing in QuoteCloud.

Yes. Each team in QuoteCloud can connect its own Stripe account, so deposits for each venue are paid into that venue's account. PayPal is also available as a gateway. QuoteCloud does not store card details; payments are handled by the gateway.

Your own web developer or agency can build it with the API, or your team can set it up in Zapier or Make without code. QuoteCloud offers consultancy and integration setup for Zapier, custom APIs and other platforms as professional services, and Enterprise plans include implementation support and an account manager.

Yes. During a trial of Essentials or Business, and on Enterprise, QuoteCloud converts one of your existing templates for free, such as your wedding or function pack, so you start with your own content in QuoteCloud. Further template conversions are a paid add-on, billed per template.

Paid plans include a complimentary 45-minute virtual training and Q&A session for your team, and more 60-minute sessions are available as a paid add-on. The QuoteCloud user guide has hundreds of step-by-step guides for building templates, price tables, data items and payments.

Usually: one template per occasion, your packages and extras in the product catalogue, booking terms and the payment schedule in the content library, Stripe or PayPal connected for deposits, then the website or booking-system connection and a training session for the functions team. Timings depend on your team and your developer.

Plans are per user per month in US dollars: Free ($0, 2 documents a month), Starter $14.95, Essentials $39 and Business $59, with Enterprise priced to suit. Price tables, templates, payments and the API, Zapier and Make start on Essentials; approvals, content locking and native CRM and accounting integrations are on Business.

Documents created through the API or Zapier carry a monthly per-document creation fee on top of the subscription: US$2.00 each for 1 to 1,000, US$1.80 each for 1,001 to 5,000 and US$1.60 each above 5,000. For higher volumes, Enterprise can be priced per seat or per document.

Yes. QuoteCloud has a free plan and a 14-day free trial of Essentials or Business with no credit card required. During the trial QuoteCloud converts one of your existing templates for free, and paid plans include a 45-minute training session.

Yes. Planners group venue, catering, styling and entertainment lines with their planning fee in one proposal, and caterers price menus per head with staff hours, hire and travel. Both send in bulk on Essentials and above, with volume-based costs, and collect a deposit on signing.