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How do agents create an offer for a booking?

Create an offer draft in the current document editor and review the booking details before sharing it.

Written by Tobias

Create an offer from the relevant agency booking. Offers and contracts use the document editor, where you choose the document type and prepare the content for that booking.

Create an offer in the current app

  1. Open the booking and check the artist, date and deal information.

  2. Open the contracts tab. In the German app, choose Verträge → Neuer Vertrag.

  3. Choose an existing template or Leeren Vertrag (ohne Vorlage) to start with a blank document.

  4. Open Dokumenttyp, choose Angebot and confirm the field change with Aktualisiere.

  5. Complete the document and save the new draft using Neuer Vertrag. Reopen it to check the saved document type and content.

The creation button can still be labelled Neuer Vertrag when you are preparing an offer. Check Dokumenttyp in the document itself.

Prepare the offer content

Review the recipient, sender and issue date. Open Hauptinhalt → Bearbeiten to write the offer, then confirm the text with Aktualisiere. Include the details relevant to this booking and check them against the booking before sharing.

The Daten panel contains booking information that you can insert into the document. Use the current editor controls and inspect the resulting text. When starting from a template, also review any ordinary text that needs adapting for the artist or event.

German offer editor showing Dokumenttyp Angebot and a clearly marked synthetic test text

The example shows an offer draft with synthetic test text.

Review before sharing

Use Vorschau & senden to review the document and the available output options. Check the recipient, document type, content, dates and any attachments before sending or exporting your final document.

Review the Signatur section separately. Selecting Angebot does not replace checking the signature settings for your document. Creating a draft does not mean it has been sent or signed.

Keep templates and booking documents clear

A template helps you reuse a structure. The offer in a booking needs to contain the details agreed for that booking. Reopen and check the saved offer after editing, especially when reusing text from another event.

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