Event brief template
Send this to clients who are unsure how to describe their event. A brief that answers these questions takes far less back and forth to quote.
Open the templateTemplates
Templates we would use ourselves
These are free to copy, adapt and paste into QuotePilot or any other tool. They are the checks that stop most quoting surprises, written without jargon.
Venue technical check
Run this before you commit to a price. Most margin loss on event work comes from a venue detail that was guessed rather than the equipment list.
Open the templatePre-send quote review checklist
A short review pass that catches the mistakes that turn into variation claims. Print it, or keep it beside the quote while you check.
Open the templateUsing these inside QuotePilot
Paste a completed brief straight into the analysis step. QuotePilot will separate the stated facts from the assumptions and raise any of these checks that are still unanswered, so the review pass becomes a review of the unanswered items rather than a search through the email chain.
Start freeWant a spreadsheet version?
The checklists work as plain text. If your team prefers a spreadsheet, copy the bracketed lines into a column and use the next column for the answer or the line item reference.
Turn the brief into a quote
A completed brief is the input QuotePilot expects. Paste it and review what comes back.