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- Photography CRM
- Process
- Accepted quote to booking
Accepted quote to booking
Preserve the accepted offer as the source of the customer order.
Step by step
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Approve Quote Studio Manager
Studio Manager makes the price decision on the submitted offer.
- Studio Manager makes the price decision on the submitted offer.
- Updates Quotes, Quote items, Approvals, Document revisions
ApprovalA person approves before the work moves on. -
Send Quote Photographer
Photographer sends the reviewed revision and notes the sent date.
- Photographer sends the reviewed revision and notes the sent date.
- Updates Booking opportunities, Quotes, Quote items
-
Accept Quote Sales Coordinator
Sales Coordinator records the customer acceptance and accepted revision.
- Sales Coordinator records customer acceptance and the accepted revision.
- Updates Quotes, Document revisions
-
Submit Booking Photographer
Photographer checks the source quote, customer, delivery request and order value.
- Photographer checks the source quote, customer, delivery request and order value.
- Updates Quotes, Bookings, Booking items
-
Approve Booking Studio Manager
Studio Manager approves the submitted booking or reviews a credit exception.
- Studio Manager approves the submitted booking or reviews a credit exception.
- Updates Bookings, Booking items, Approvals
ApprovalA person approves before the work moves on.
Who does what
Roles and permissions- Photographer
- Owns the customer conversation; Sales Coordinator maintains the customer and offer details; Studio Manager makes approval decisions; Finance Manager checks billing where the process reaches an invoice.
Set up Photography CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.