Quotes & Proposals
Impress clients and speed up quoting with Flex’s powerful proposal tools.
Flex’s Quotes & Proposals tools help your sales team win faster by producing accurate, client-ready documents that align sales and operations from the start.
Key Benefits
Faster
Quoting
Generate and send branded proposals in minutes, not hours.
Accurate Documents
Reduce errors with linked inventory and pricing for more accurate quotes.
Faster
Approvals
Clients approve quotes with one click via Docusign integrated workflow.
Scales with Growth
Works for small production shops and scales to support large event enterprise teams.
Detailed Features
Quick Quote Builder
- Drag-and-drop gear into quotes.
- Auto-calculate totals.
- Client-ready PDFs.
Linked Inventory & Pricing
- Real-time pricing accuracy.
- Prevent overbooking.
- Auto-update with inventory.
Client-Ready Proposals
- Polished & customized layouts.
- Add images/logos to auto-apply branding.
- Saved templates & consistent formatting.
One-Click Conversions
- One click approvals for faster close time.
- Convert quotes to orders. and reserve inventory instantly.
- Notify teams automatically.
See Quotes & Proposals In Action
Ask us to tailor the walkthrough to your current workflow or event management software setup.
Frequently Asked Questions
Most users create a polished proposal in minutes.
Yes, templates support logos, brand, colors, and terms.
Yes, quotes link directly to inventory to reduce errors and ensure accurate pricing.
Yes, add labor, trucking, and more.
Yes, clients can approve digitally via Docusign.
Yes, quotes can be converted to orders with one click, reserving inventory instantly and notifying teams automatically.
Explore More Sales & Quoting Features
Flex goes beyond Quotes & Proposals. Explore pricing, discounts, packages, contracts, e-signatures, invoicing, and payments – all in one platform built for event pros.