Quotation groups
Groups let you organise your quotation into sections that make sense for the event. Common groups include “Bridal Party”, “Ceremony”, “Reception”, and “Venue Flowers”, but you can name them anything you like.
- Name and description to label the section clearly
- Sort order so you control how sections appear in the proposal
- Budget percentage to track whether a section is over or under the client’s budget
- Itemised pricing toggle to choose whether the client sees individual item prices or just the group total
When you hide a group, it won’t appear in the client’s proposal and its costs are excluded from the totals they see.
Adding items to a group
Each item inside a group represents a single arrangement — a bridal bouquet, a table centre, a ceremony arch, and so on.Name and describe the item
Give the item a clear name (e.g., “Bridal Bouquet”) and an optional description for extra detail.
Set the quantity
Enter how many of this arrangement the client needs. For example, 12 table centres or 2 pedestals.
How pricing works
The quotation builder gives you two ways to price your items.Auto pricing (the default)
When auto pricing is on, the system calculates the price for you. It takes the cost of all the ingredients in the recipe, applies your markup, and adds any labour costs. You don’t need to calculate anything yourself — the numbers update as you add or change ingredients. The markup multiplier is simpler than it sounds. If your ingredients cost £10 and your markup is set to 3.5×, the price becomes £35. That’s it. You set the multiplier once for the event and it applies across all your items. You can also choose your pricing basis — whether the system calculates from cost price or retail price. This gives you flexibility depending on how you prefer to work out your margins.Manual pricing (locked)
Sometimes you know exactly what you want to charge, regardless of what the ingredients cost. Toggle the lock on any item to switch to manual pricing and type in your own figure. The system won’t overwrite it, even if you add or change ingredients later. This is especially important when working with templates. If your template has set prices, you should lock them before saving. Otherwise, when you or your team start adding ingredients to build recipes, the system recalculates the price and overwrites your quoted figure.Reordering items and groups
You can drag and drop to rearrange both groups and the items within them. Put the most important sections at the top, or arrange things in the order the client will experience them on the day — ceremony first, reception second, and so on.Saving your work
Changes save automatically as you work. There’s no save button to remember and no risk of losing your progress. Just build your quotation and move on when you’re ready.Common questions
Can I show the client group totals only, without individual item prices?
Can I show the client group totals only, without individual item prices?
Yes. Each group has an itemised pricing toggle. Turn it off and the client will see only the section total, not the price of each arrangement within it.
What does the budget percentage do?
What does the budget percentage do?
It lets you split the client’s overall budget across groups. If the client has a £3,000 budget and the “Bridal Party” group is set to 30%, you’ll see a warning if that section goes over £900. It’s a guide to help you stay on track.
Do I have to build a recipe for every item?
Do I have to build a recipe for every item?
No. You can add items without a recipe and set the price manually. However, recipes give you accurate costing and protect your margins, so they’re recommended wherever possible.
Should I add custom items like labour or ribbon as ingredients?
Should I add custom items like labour or ribbon as ingredients?
Yes. When you add something as a custom product, the system just sees it as an unclassified item. When you add it as an ingredient with the correct category (e.g., “Labour” or “Sundries”), you can reuse it easily across items and the system can break down your costs by category at the end.
Can I reuse items across different events?
Can I reuse items across different events?
Yes. Save your quotation as a template and load it into future events. You can also copy individual items between groups or events.
What’s next?
Recipes & Ingredients
Build ingredient lists to accurately cost your arrangements.
Adjustments & Labour
Add labour, delivery, and setup charges to your quotation.
Templates
Save and reuse quotation layouts for common event types.
Proposals
Turn your quotation into a proposal and send it to the client.