Approval is a workflow, not a final booking
A customer may approve pricing, but the business still needs to confirm availability, deposit instructions, delivery or pickup details, and final terms.
That distinction matters for party rentals because inventory, route capacity, weather policies, setup labor, and service-area details can change before the event is final.
- Saved quote
- Customer approval
- Deposit instructions
- Delivery details
- Final confirmation
Track the quote after it is sent
Once an owner emails a saved quote, the next question is whether the customer approved it, asked for changes, declined it, or has not replied yet.
A quote approval queue helps the owner follow up before the quote expires instead of losing approved or nearly approved events in a general inbox.
- Sent for approval
- Awaiting approval
- Changes requested
- Declined quotes
- Approval notes
Handle changes without confusing the customer
If a customer asks for fewer chairs, a different tent size, a later pickup, or a service-area exception, update the saved quote before sending it again.
Clear notes and status history help small teams understand what changed before they mark the inquiry quoted, booked, or closed.
- Item changes
- Delivery changes
- Pickup changes
- Quote terms
- Owner notes