From website enquiry to event proposal in minutes
Guests choose on your website; your automation sends their answers to QuoteCloud, and a proposal for their event comes back from your template for that occasion, ready to sign and pay.
- 5/5 on G2
- 4.2 on Capterra
- Building QuoteCloud since 2013
Connect your website's function enquiry form or booking system to QuoteCloud through the GraphQL/REST API, Zapier or Make.com. The automation chooses the template for the event type, fills its data items with the guest's answers and adds the chosen package and add-ons as price-table rows. QuoteCloud returns a branded proposal as a link, PDF or email; a signature can update the booking.
An illustration of three enquiries on a fictional venue's website, Tidewell Pavilion, taking turns: a wedding for Hannah (96 guests, sit-down, Saturday 13 March 2027), a work function for Daniel (150 guests, cocktail-style) and Sophie's 40th (65 guests). Each chooses a template and sends data items through Zapier (first name, event date, guest count, space) and comes back as a branded proposal with those details highlighted, the total and the deposit.
tidewell.example.com/enquire
TPPlan your event
- OccasionWedding
- First nameHannah
- DateSat 13 Mar 2027
- Guests96 · Sit-down
Zapier → QuoteCloud
templateWedding reception proposalfirst_nameHannahevent_dateSat 13 Mar 2027guest_count96spaceThe Boathouse Terrace
Wedding reception proposal
Hannah & James's wedding reception
For Hannah · Sat 13 Mar 2027 · 96 guests · The Boathouse Terrace
Total inc tax $24,611.40Deposit 20% · $4,922.28
tidewell.example.com/enquire
TPPlan your event
- OccasionWork function
- First nameDaniel
- DateFri 4 Dec 2026
- Guests150 · Cocktail
Zapier → QuoteCloud
templateCorporate function proposalfirst_nameDanielevent_dateFri 4 Dec 2026guest_count150spaceThe Tidewell Ballroom
Corporate function proposal
Kestrel Analytics end-of-year celebration
For Daniel · Fri 4 Dec 2026 · 150 guests · The Tidewell Ballroom
Total inc tax $19,637.20Deposit 25% · $4,909.30
tidewell.example.com/enquire
TPPlan your event
- OccasionBirthday
- First nameSophie
- DateSat 20 Feb 2027
- Guests65 · Cocktail
Zapier → QuoteCloud
templateBirthday celebration proposalfirst_nameSophieevent_dateSat 20 Feb 2027guest_count65spaceThe Jetty Room
Birthday celebration proposal
Sophie's 40th
For Sophie · Sat 20 Feb 2027 · 65 guests · The Jetty Room
Total inc tax $8,932.00Deposit 20% · $1,786.40
- Wedding
- Work function
- Birthday
Fill in the form as a couple would
A wedding enquiry on a fictional venue's website, sent through a Zapier Zap. Change the occasion, the numbers or the style, get the proposal, then open "What the automation sends" to see the template, the data items and the price-table rows QuoteCloud received.
{"url":"tidewell.example.com/functions/enquire","defaults":{"type":"wedding","name":"Hannah","guests":96,"date":"2027-03-13","catering":"seated","drinks":"premium","addons":["ceremony","dj","theming"],"prompt":"A ceremony on the lawn at 4 pm, then a long dinner by the water. Two vegetarian guests and one coeliac."},"guests":{"min":20,"max":300,"step":1},"deposit_percent":20,"catering":[{"id":"canapes","label":"Canapés","sub":"Cocktail-style","cap":"cocktail"},{"id":"buffet","label":"Buffet","sub":"Seated","cap":"seated"},{"id":"seated","label":"Sit-down","sub":"Alternate drop","cap":"seated"}],"drinks":[{"id":"classic","label":"Classic · 4 hours","item":"Classic beverages · 4 hours","note":"Beer, house wine, sparkling, soft drinks","pp":45},{"id":"premium","label":"Premium · 5 hours","item":"Premium beverages · 5 hours","note":"Adds premium wine, beer and a spirit","pp":62},{"id":"tab","label":"Bar tab","note":"On consumption, to a limit you set","tab_pp":30}],"addons":[{"id":"dj","label":"DJ · 5 hours","price":990},{"id":"av","label":"AV & microphone","price":650},{"id":"theming","label":"Theming & florals","price":850},{"id":"cake","label":"Celebration cake","price":240},{"id":"ceremony","label":"Ceremony on the lawn","price":1400,"types":["wedding"]}],"extras":[{"id":"cocktail","label":"Welcome cocktail","note":"On arrival","pp":12},{"id":"sliders","label":"Late-night sliders","note":"Served at 10 pm","pp":9},{"id":"booth","label":"Photo booth · 3 hours","note":"Props and prints","price":890}],"types":[{"id":"wedding","label":"Wedding","template":"Wedding reception proposal","cover":"reception","title":"{name}'s wedding reception","intro":"Thank you, {name}, for considering Tidewell Pavilion for your wedding on {date}. We've set aside {space} for {guests} guests, with the {package} package and a dance floor by the water.","packages":{"canapes":{"name":"Garden Canapé","pp":82,"note":"12 canapés, grazing station"},"buffet":{"name":"Long Table Feast","pp":96,"note":"Shared platters, dessert"},"seated":{"name":"Waterside Classic","pp":118,"note":"Canapés, entrée, main, your cake"}}},{"id":"birthday","label":"Birthday","template":"Birthday celebration proposal","cover":"cake","title":"{name}'s birthday celebration","intro":"Thanks, {name}, for thinking of us for your birthday on {date}. {space} is yours for the night: {guests} guests, the {package} package and drinks from the moment they arrive.","packages":{"canapes":{"name":"Sunset Canapé","pp":52,"note":"8 canapés, 1 substantial"},"buffet":{"name":"Party Buffet","pp":64,"note":"Hot and cold buffet"},"seated":{"name":"Jetty Dinner","pp":89,"note":"Two courses, shared sides"}}},{"id":"engagement","label":"Engagement","template":"Engagement party proposal","cover":"toast_friends","title":"{name}'s engagement party","intro":"Congratulations, {name}! Here's how we'd host your engagement party on {date}: {space} for {guests} guests, the {package} package and a toast at sunset.","packages":{"canapes":{"name":"Champagne Canapé","pp":58,"note":"10 canapés, sparkling toast"},"buffet":{"name":"Celebration Buffet","pp":68,"note":"Buffet and dessert table"},"seated":{"name":"Engagement Dinner","pp":95,"note":"Three courses"}}},{"id":"work","label":"Work function","template":"Corporate function proposal","cover":"networking","title":"{name}'s team function","intro":"Thanks for considering Tidewell Pavilion for your team's function on {date}, {name}. We've planned {space} for {guests} guests with the {package} package, and the AV is ready for speeches.","packages":{"canapes":{"name":"Harbour Canapé","pp":58,"note":"10 canapés, 2 substantial"},"buffet":{"name":"Team Buffet","pp":66,"note":"Buffet and coffee"},"seated":{"name":"Business Dinner","pp":92,"note":"Three courses"}}},{"id":"christmas","label":"Christmas party","template":"Christmas party proposal","cover":"christmas","title":"{name}'s team Christmas party","intro":"Thanks, {name}, for thinking of us for your team's Christmas party on {date}. {space} will be dressed for the season for {guests} guests, with the {package} package and the bar open on the deck.","packages":{"canapes":{"name":"Festive Canapé","pp":56,"note":"10 canapés, dessert bites"},"buffet":{"name":"Christmas Buffet","pp":69,"note":"Roast buffet, pudding"},"seated":{"name":"Christmas Dinner","pp":89,"note":"Three courses"}}}],"spaces":[{"id":"jetty","name":"The Jetty Room","seated":50,"cocktail":70,"min":{"peak":4000,"off":2500}},{"id":"terrace","name":"The Boathouse Terrace","seated":100,"cocktail":140,"min":{"peak":10000,"off":6000}},{"id":"ballroom","name":"The Tidewell Ballroom","seated":240,"cocktail":320,"min":{"peak":15000,"off":9000}}]}
tidewell.example.com/functions/enquireDemo · fictional venue
Behind the scenes
- Enquiry formOn the venue's website
- Zapier ZapChooses the template, sends data items and price rows
- QuoteCloud creates fromWedding reception proposal
- Proposal sentWeb link, PDF and email
- Booking updatedWhen it's signed
What the automation sends
Template to create from
- template
- Wedding reception proposal
Data items sent
- first_name
- Hannah
- event_date
- Sat 13 Mar 2027
- guest_count
- 96
- space
- The Boathouse Terrace
- package
- Waterside Classic
- guest_notes
- A ceremony on the lawn at 4 pm, then a long dinner by the water. Two vegetarian guests and one coeliac.
Price-table rows sent
| label | qty | price |
|---|---|---|
| Waterside Classic package | 96 | $118 |
| Premium beverages · 5 hours | 96 | $62 |
| DJ · 5 hours | 1 | $990 |
| Theming & florals | 1 | $850 |
| Ceremony on the lawn | 1 | $1,400 |
The other packages and the extras sit in the template as optional items the guest can switch on in the proposal. The automation adds rows; it doesn't tick options or choose blocks. In this demo the per-guest extras show your guest count for illustration; in a real template their quantity is set in the template or by the guest.
Wedding reception proposal
Hannah's wedding reception
Prepared for Hannah · Saturday 13 March 2027 · 96 guests · The Boathouse Terrace
Thank you, Hannah, for considering Tidewell Pavilion for your wedding on Saturday 13 March 2027. We've set aside The Boathouse Terrace for 96 guests, with the Waterside Classic package and a dance floor by the water.
You told us“A ceremony on the lawn at 4 pm, then a long dinner by the water. Two vegetarian guests and one coeliac.”
Choose your package Per guest, + tax
The package from your enquiry arrived as a price-table row. Switch here to compare.
Your event · 96 guests
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Food & beverages | $17,280 | ||
Waterside Classic packageCanapés, entrée, main, your cake | 96 guests | $118 | $11,328.00 |
Premium beverages · 5 hoursAdds premium wine, beer and a spirit | 96 guests | $62 | $5,952.00 |
| Your add-ons | $3,240 | ||
DJ · 5 hours | 1 lot | $990 | $990.00 |
Theming & florals | 1 lot | $850 | $850.00 |
Ceremony on the lawn | 1 lot | $1,400 | $1,400.00 |
| Extras Tick to add | |||
| 96 guests | $12 | $1,152.00 | |
| 96 guests | $9 | $864.00 | |
| 1 lot | $890 | $890.00 | |
- Subtotal
- $20,520.00
- Tax (10%)
- $2,052.00
- Total
- $22,572.00
- Deposit to confirm your date (20%)
- $4,514.40
Minimum spend The Boathouse Terrace · Friday or Saturday
Minimum spend$10,000Food and beverages, before tax
Your selections$17,280Food and beverages in this proposal
Minimum spend met: no room hire to pay
Accept, sign and pay your deposit
Demo: no payment is taken. Signed proposals carry a certificate and audit trail.
A demo with a fictional venue: nothing is sent, stored or charged. The choice of template, space, package and minimum spend is the venue's own rule, run in its website or its Zapier or Make automation; QuoteCloud creates the document from the template it is given, fills the data items and adds the price-table rows. API, Zapier and Make: Essentials and up; documents created through the API or Zapier carry a per-document creation fee.
Every question on the form has a place in the proposal
What each answer becomes once it reaches QuoteCloud: the template the document is created from, a data item, a quantity or a price-table row. The rules in the middle column live in your website or automation.
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. Data items are QuoteCloud's merge fields (Text, Number, Dropdown or Date), set up globally or for one template. The form is your website's own, or your booking system's: QuoteCloud does not read your website. Its Forms block is a different thing, a form inside a document (Business plan).
One set of answers, three different proposals
Alex enquires for 80 guests on a Saturday, canapés, classic drinks, a DJ and a ceremony. Only the occasion changes, and with it the template the automation creates the proposal from.
The same answers from the website form
- first_nameAlex
- event_dateSat 20 Mar 2027
- guest_count80
- cateringCanapés
- drinksClassic · 4 hours
- add_onsDJ · 5 hours, Ceremony on the lawn
- event_typechanges below
-
event_typeWedding
TPTidewell PavilionWedding reception proposalSample · fictional venueWedding reception proposal
Alex's wedding reception
Thank you, Alex, for considering Tidewell Pavilion for your wedding on Saturday 20 March 2027. We've set aside The Boathouse Terrace for 80 guests, with the Garden Canapé package and a dance floor by the water.
- Garden Canapé package 80 × $82$6,560
- Classic beverages · 4 hours 80 × $45$3,600
- DJ · 5 hours$990
- Ceremony on the lawn$1,400
Total inc tax$13,805.00
Deposit 20% on signing · $2,761.00
-
event_typeWork function
TPTidewell PavilionCorporate function proposalSample · fictional venueCorporate function proposal
Alex's team function
Thanks for considering Tidewell Pavilion for your team's function on Saturday 20 March 2027, Alex. We've planned The Boathouse Terrace for 80 guests with the Harbour Canapé package, and the AV is ready for speeches.
- Harbour Canapé package 80 × $58$4,640
- Classic beverages · 4 hours 80 × $45$3,600
- DJ · 5 hours$990
- Minimum spend balance$1,760
Total inc tax$12,089.00
Deposit 20% on signing · $2,417.80
-
event_typeBirthday
TPTidewell PavilionBirthday celebration proposalSample · fictional venueBirthday celebration proposal
Alex's birthday celebration
Thanks, Alex, for thinking of us for your birthday on Saturday 20 March 2027. The Boathouse Terrace is yours for the night: 80 guests, the Sunset Canapé package and drinks from the moment they arrive.
- Sunset Canapé package 80 × $52$4,160
- Classic beverages · 4 hours 80 × $45$3,600
- DJ · 5 hours$990
- Minimum spend balance$2,240
Total inc tax$12,089.00
Deposit 20% on signing · $2,417.80
- A different template, cover photo and welcome for each occasion, designed into that template
- Package rows named and priced for that occasion, qty 80
- A ceremony row only for the wedding, by the venue's own rule
- A minimum spend balance where a lighter package falls short on a Saturday
Sample prices for a fictional venue with tax. The automation chooses the template, sends the same data items to each and adds the package and add-on rows; each template supplies its own cover, welcome and wording.
Build your first event template on the free trial
14 days free, no credit card. Send us your current function pack and we'll convert one template for you during the trial.
What your functions team sees next
Proposals created from the website land in QuoteCloud with everyone else's. Choose one to see what happened.
DocumentsSample data · our drawing
Tracked from the first view
Sophie's proposal was created from her enquiry and sent straight away. The team can see when she opened it, the extra she added and the deposit, without asking.
Document tracking: Essentials and up
Activity
- Proposal sentCreated from the website enquiry
- Proposal openedSophie Tran, on her phone
- Late-night sliders added+$643.50 inc tax
- Signed and deposit paid$1,786.40 via PayPal
- Functions team notifiedSlack message, through Zapier
Questions answered in the proposal
Hannah asked about the ceremony time in a comment on the proposal itself; Elena replied and updated the run sheet. The conversation stays with the booking, not in someone's inbox.
Booking terms
- Your date is held for 7 days and confirmed when the deposit is paid.
- Final guest numbers and dietary requirements are due 14 days before.
- The minimum spend applies to food and beverages; any difference is charged as room hire.
- Music ends at 11.45 pm and guests depart by midnight.
HLHannah LeeCould the ceremony move to 4 pm for the light?
TPElena, TidewellYes, 4 pm works. I've updated the run sheet.
A discount waits for approval
Tom offered Kestrel Analytics an 8% corporate rate. Because the discount is over 5%, the proposal is In Review until both approvers agree, and only then can it be sent.
Approval workflow: Business plan
Corporate functions & conferencesDocument workflow
In ReviewTriggered when Discount Percentage greater than 5%
- EBElena BrooksFunctions managerApproved
- GWGrace WhitfieldVenue managerWaiting
Must be approved by all approvers before it can be sent.
- Approval request sent by Tom Achebe
- Approved by Elena Brooks
Approval workflow · Business plan
Extras the client ticks
Marcus ticked networking drinks for his 48 delegates. The total and the 30% deposit follow, and the team sees the change in the proposal's history.
Your planning day · 48 delegates
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Day delegate package | $4,272 | ||
Full day delegate rateRoom, arrival coffee, morning tea, working lunch, afternoon tea, standard AV
|
48 delegates | $89 | $4,272.00 |
| AV & rooms | $830 | ||
Lapel microphones & second screenFor the panel session
|
1 lot | $380 | $380.00 |
Breakout room · the Jetty RoomFour hours, set as two pods
|
1 lot | $450 | $450.00 |
| Extras Tick to add | |||
Networking drinks · 1 hourBeer, wine, soft drinks and canapés, per delegate
|
48 delegates | $28 | $1,344.00 |
Barista coffee cartAll day
|
1 lot | $650 | $650.00 |
- Subtotal
- $6,446.00
- Tax (10%)
- $644.60
- Total
- $7,090.60
- Plus, monthly
- $0.00/mo
- Deposit to confirm the booking (30%)
- $2,127.18
A drawing of the QuoteCloud documents list with sample data. Proposals created through the API, Zapier or Make are ordinary QuoteCloud documents: your team can edit, comment on and resend them.
When the guest signs
Signed, deposit paid, booking updated
Hannah and James each sign, the 20% deposit is paid through Stripe on the same page, and the signature triggers the venue's Zap: the booking is confirmed in its booking system and the functions team gets a Slack message.
Deposits, minimum spend and signingActivity
- Proposal openedHannah Lee, from the enquiry email
- Late-night grazing added+$1,478.40 inc tax
- Signed by Hannah and JamesCertificate of authenticity attached
- Deposit paid$4,922.28 via Stripe
- Booking confirmedIn the venue's booking system, through Zapier
What it takes, what it costs, what you get back
The connection is built once. After that, each enquiry sent through the API or Zapier costs a document creation fee instead of someone's time.
1Build once
- A template per event type, each with its own welcome text and blocks, and data items where names, dates and numbers goYour team, or QuoteCloud: one conversion is free in the trial
- Packages, drinks and add-ons in the product catalogueYour team
- Space, ceremony and booking-terms wording designed into each template, reusing saved blocks from the content libraryYour team
- Stripe or PayPal connected for depositsYour team
- The form connected: a Zap, a Make scenario or an API callYou, your web agency or QuoteCloud professional services
- Your rules: template per occasion, space by numbers, minimum spend by day, which price rows to addIn the website or the automation
2Each month (example)
- Plan seats
- US$117
- Document creation fees US$2.00 each, up to 1,000 a month
- US$240
- Example per month
- US$357
An example from the published prices, in USD, not a quote. The fee applies to documents created through the API or Zapier: from 1,001 to 5,000 a month it is US$1.80 each, above that US$1.60. Approval workflows and the native CRM and accounting integrations need Business; a Zap can approve or reject a workflow step with the Approve or Reject action.
3What you get back
- Every enquiry answered with a proposal for that event, not a PDF pack and a "we'll be in touch"
- The right packages, prices, space and terms every time, from templates you approved
- Your team picks up a proposal the guest has already opened, instead of starting an email
- Signed and deposit paid on the same page, and the booking updated by the automation
- The same templates for enquiries that come in by phone or email
Connecting your enquiry form, step by step
The same six steps whether your team builds a Zap or your web agency calls the API.
- 1
Build the templates
One per occasion, each with its own welcome text and blocks, and data items for the name, date, guest count, space and the guest's note.
- 2
List the fields
Write down every question on the form and where it lands, like the field map above.
- 3
Choose the route
A Zapier or Make automation with no code, or the GraphQL/REST API from your website.
- 4
Write the rules
Which template for which occasion, which space for the numbers, which minimum spend for the day, and which package and add-on rows to add with what quantity.
- 5
Test with sample enquiries
Send a wedding, a 40th and a work function through and check each proposal.
- 6
Go live
Switch the form on and add the signed trigger: confirm the booking, tell the team.
Website-to-proposal questions, answered
Can our website enquiry form create a QuoteCloud proposal?
Yes, with an integration. The form sends the guest's answers through the QuoteCloud API, or a Zapier or Make.com automation, into a template with data items, and QuoteCloud returns the finished proposal as a web link, PDF or email. Your website or automation decides which template to create from and sends the price-table rows: the chosen package with the guest count as its quantity, and each add-on as its own row. Available from the Essentials plan; documents created through the API or Zapier carry a per-document creation fee.
Does QuoteCloud read our website or choose the package itself?
No. QuoteCloud creates the proposal from the template it is sent, fills its data items and adds the price-table rows. The rules, such as which template for a wedding, which space holds 96 seated guests or which minimum spend applies on a Saturday, live in your website, your booking system or your Zapier or Make automation. 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. Your team can change any proposal before or after it is sent.
What are data items?
Data items are QuoteCloud's merge fields: placeholders in a template, of type Text, Number, Dropdown or Date, set up globally or for one template. When a document is created through the API, Zapier or Make, the values you send, such as first name, event date, guest count and the guest's note, appear wherever those data items are placed.
Is the QuoteCloud Forms block our enquiry form?
No. The enquiry form is on your own website or booking system. QuoteCloud's Forms block, on the Business plan, is a form inside a document, for example to collect details from a guest after they open the proposal. Either way, the website form sends its answers to QuoteCloud through the API, Zapier or Make.
Does AI write the proposal from the enquiry?
No. The proposal comes from the event-type template your team designed and the data items and price rows the website sends, and the guest's note is placed as they wrote it. On the Business plan, the AI Co-Worker can help your team draft or tailor wording inside the editor, and its suggestions stay flagged until a person accepts, edits or rejects them.
What does it cost to create proposals through the API, Zapier or Make?
The API, Zapier and Make are included from the Essentials plan (US$39 per user per month). Each document created through the API or Zapier has a fee: US$2.00 each for up to 1,000 a month, US$1.80 from 1,001 to 5,000 and US$1.60 above that. Zapier and Make have their own plans and prices.
Who sets up the connection?
Your own web developer or agency can connect the form with the API, or your team can build a Zapier or Make automation without code. QuoteCloud also offers consultancy and integration setup through its professional services team. One template conversion is free during the trial on Essentials, Business and Enterprise.
What happens when the guest signs?
Each signer signs online with no account, and the deposit is paid straight after through Stripe or PayPal as a percentage or a fixed amount; the proposal is marked Paid. A Zapier trigger such as Recipient Signed Document or Document Payment Event can then confirm the booking in your system, add the date to a calendar or tell your functions team in Slack.
Everything a functions team sends
Go further with the automation, the packages it fills in and the set-up.
-
Booking system, CRM & accounting integrationsYour enquiry form or booking system into QuoteCloud through the API, Zapier or Make, and signed bookings out to your CRM and accounts.Explore
-
Function packages & per-head pricingFood and beverage packages priced per head, quantities from the guest count, and extras the guest can tick.Explore
-
QuoteCloud implementation for venuesA template per event type, your packages in the catalogue, the website connected and your functions team trained.Explore
- Wedding reception proposalsCeremony, reception packages, a run sheet and both partners' signatures, with the deposit that holds the date.
- Corporate functions & conferencesEnd-of-year functions, Christmas parties and day delegate packages, with AV, approvals and the company's sign-off.
- Birthdays, engagements & private parties21sts to 80ths, engagements and milestones: cocktail packages, a DJ, the cake and a quick yes from the host.
- Event planners & caterersOff-site catering quotes, styling and hire, and planners' proposals that bring venue, suppliers and run sheet together.
- Venue spaces & capacitiesEvery room with its seated and cocktail capacity, photos and features, so the proposal shows the right space.
- Minimum spend, deposits & signingThe minimum spend set out clearly, the proposal signed online and the deposit that confirms the date paid on signing.
- Event & function templatesReal QuoteCloud templates for venues, function rooms, hotels, catering and wedding planning, ready to make your own.
- FAQAnswers to the questions venues, function centres and event businesses ask most.
Answer the next enquiry with a proposal
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