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Event agencies

Interactive estimates for event agencies

A live proposal link: clients build it, add extras and sign — managers see every open

How a manager prepares a proposal in the CRM and the client shapes it from a link: a live total, add-ons, a signature, the files.
CRM · Deal #1042

Deal

Corporate party for 200 guests

Event · December 14

  1. Inquiry
  2. Proposal sent
  3. Review
  4. Signed
Prepare proposal
Proposal #1042offer.example/k7f2aSentOpened

Deal files

  • Proposal-1042.pdf
  • Proposal-1042.xlsx
Client opened the proposal
Client signed the proposal
offer.example/k7f2a

Your proposal

Proposal #1042

  • LED screen 6×3 m2 days₽160,000
  • Sound & lightingfull rig₽220,000
  • Host4 hours₽90,000
  • Hall decordeclinedfor 200 guests₽130,000
  • Photo boothaddedinstant prints₽60,000
Logistics · 2 trucks₽30,000

Recommended add-ons

  • Photo booth+₽60,000
  • Cold sparks+₽35,000
  • Promo reel on LED+₽40,000
Total₽560,000
Client signatureSigned

The problem

Agencies send static PDFs: the client can’t change anything and the manager doesn’t know if it was even opened.

How it works

  1. 01

    The manager builds the estimate from a catalog with photos and video

  2. 02

    The proposal link goes to the client straight from the CRM

  3. 03

    The client adjusts the scope, adds extras and signs

  4. 04

    The CRM deal, the PDF and the XLSX update on their own

Features

  • Item variants and a total that recalculates live
  • A “Recommended add-ons” block with extra items
  • Open tracking and a client activity log
  • E-signature
  • Bitrix24 sync and webhooks

Platforms

Web apps

Stack

Next.jsTypeScriptPrismaPostgreSQLPuppeteerExcelJSS3Bitrix24

Results

Every proposal open

is visible to the manager

Let’s talk about your project

Tell me about your task — I reply within a day.