How to edit quotes in Mews Events based on their status

Mews Events

In Mews Events, you can edit quotes at any stage to update dates, room types, pricing, or other details before finalizing a booking. Ensuring that your customers receive an accurate quote before they complete their booking. You can modify the required information at any time in Quotes. 

Modifying a quote involves changing details based on its current status. This ensures that your quotes are accurate, which helps maintain transparency and trust with customers.

 

Note: To edit Accepted or Approved quotes, you need to open them in the editing mode.  

 

In this article, you can learn about: 

 

To access a specific quote: 

  1. In Mews Events, go to the main menu  and select Quotes .
  2. Click on the respective group, Accepted or Approved. 
  3. In the list, click the quote you want to modify.

 

How to edit accepted quotes

  1. Click Edit. Quote status changes to Currently being modified. 
  2. Make the necessary changes. The system allows for modifying all items on the quote. 
  3. Click Save. 

This updates the quote with your changes. 

 

How to edit approved quotes

  1. Click Edit. Quote status changes to Currently being modified. 
  2. Make the necessary changes. The system allows for modifying all items on the quote. 
  3. Click Save.

This updates the quote with your changes. 

 

Proceed with one of the following options: 

  • Approve without signature:
    • Saves your updated quote and does not require the customer’s signature.

    • Ideal for minor adjustments that do not affect pricing or terms. Use this option to save processing time.

    • The quote remains in its current status. Note: To maintain trust, avoid making major changes without informing the customer. Unexpected adjustments can affect their confidence in the agreement. 

  • Request signature
    • Saves your updated quote and sends the details to your customer for a sign-off.
    • The quote moves to the Pending signature status and the customer must sign the updated quote and follow the usual quote flow: 
      1. Customer signs the quote. 
      2. Property approves the quote. 
      3. Property issues the deposit invoice.

You can learn more about how to create a quote in Mews Events here.

 

Was this article helpful?
00



Feedback