How to approve a quote without a signature in Mews Events

In Mews Events, when creating a new quote, you can approve it without requiring a signature. This is useful if you already have a paper signature, are importing already confirmed events or you want to speed up the quote process. When you approve the quote, the system blocks the selected space, automatically generates the first invoice, if applicable, and creates the function sheet for staff. If the quote has accommodation services, the system updates the availability block state to Confirmed.   Only managers and general managers can access, create, modify or approve quotes.

 

To approve a quote without a signature in Mews Events:

1. In Mews Events, go to the main menu  > Quotes.
2. Click + Create quote.
3. Fill in the details to create a new quote. Note: You must save the newly created quote before you can approve it without a signature.
4. In the new screen, click  > Approve without signature.
5. In the new screen, fill in the following details:
   • Reason for approving without signature: Click to select a reason for approving this quote, for example, existing contract, signed on paper or other.
   • Details: Enter any relevant details. This appears in your internal notes.
   • Send contract to customer: Check this box to send an email copy of the contract to the customer.
   • Send invoice to customer: Check this box to send an email copy of the invoice to the customer. Note: The system only generates and sends a new invoice when the quote includes advance payments.
6. Click Approve.

This approves the quote. Mews automatically changes the quote status to Approved.

Note: If you move a quote from Approved back to Pending signature, the customer must sign it again and you must approve it again. This resends the email.