Tutorials

Learn CueQuote in Minutes

Step-by-step video guides to help you master every feature

PRODUCT TOUR8 min

Complete Product Walkthrough

See every feature end-to-end — from signup to a fully priced, professional event proposal in under 5 minutes.

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5 min
AV + PlannerBeginnerBasics

Getting Started

Create your CueQuote account and send your first AI-powered AV proposal in under 10 minutes.

4 min
AV + PlannerBeginnerProposals

AI Proposal Generation

Learn how CueQuote's AI analyzes your event description and generates a complete equipment list with accurate pricing.

2 min
AV + PlannerBeginnerBranding

Customizing PDF Templates

Switch between 4 professional PDF styles and apply your brand color for a consistent look across all proposals.

5 min
AVIntermediateSetup

Managing Your Equipment Catalog

Build your equipment database so the AI generates accurate proposals with your real prices.

3 min
AV + PlannerBeginnerBasics

Client Management

Add and organize your clients so proposals are automatically personalized with their details.

4 min
AV + PlannerIntermediateProposals

Terms & Details Editor

Customize inclusions, exclusions, payment terms, and T&C for each proposal individually.

3 min
AV + PlannerBeginnerProposals

Sharing & Tracking Proposals

Send proposals to clients and track when they view, accept, or decline.

3 min
AV + PlannerIntermediateAccount

Billing & Subscription

Understand CueQuote's plans, upgrade your account, and manage your billing.

2 min
AV + PlannerIntermediateProposals

Client Portal

Give your clients a dedicated login to view all their proposals and invoices.

4 min
AV + PlannerIntermediateInvoices

Invoice Payments & Corrections

Record partial payments, track payment history, issue corrective invoices, and manage invoice status.

4 min
AV + PlannerIntermediateInvoices

Creating Invoices

Generate professional invoices from your accepted proposals with your payment details and send them to clients.

3 min
AV + PlannerIntermediateAccount

Team Management

Invite team members, assign roles, and collaborate on proposals across your organization.

4 min
AV + PlannerIntermediateProposals

Scope Templates

Save and reuse proposal configurations for recurring event types to speed up quoting.

3 min
AV + PlannerIntermediateProposals

Smart Suggestions

Let CueQuote analyze your past proposals to suggest missing items, flag pricing inconsistencies, and identify catalog gaps.

Video coming soon5 min
AVIntermediateSetup

Inventory Management

Track your physical equipment units with serial numbers, condition status, and assignment to events — so you always know where every piece of gear is.

Video coming soon6 min
AV + PlannerIntermediateSetup

Subbing Work Out to Suppliers

Issue a work order to a dealer or dry-hire house: their scope, their price, and nothing about your client.

Video coming soon5 min
AVIntermediateSetup

Crew Scheduling

Manage your crew roster, assign staff and freelancers to events, and share public prep sheets so your team arrives fully briefed.

Video coming soon4 min
AV + PlannerIntermediateProposals

Proposal Comparison

Compare proposals from multiple vendors side by side — line items, pricing, terms, and an AI insight panel — so you can make the best decision fast.

Video coming soon3 min
AV + PlannerBeginnerProposals

Proposal Comments & Activity

Clients can leave comments on shared proposals, request revisions on specific line items, and get replies from you — all tracked in real time.

Video coming soon5 min
AVAdvancedSetup

Costing & Margins

Track cost prices, set margin targets, and monitor profitability per proposal — all invisible to clients.

Video coming soon4 min
PlannerBeginnerPlanner

Vendor Management

Add AV vendors to your network, manage contacts, and track relationships so you always know who to call when you need to source equipment.

Video coming soon5 min
PlannerIntermediatePlanner

Comparing Vendor Quotes

Receive quotes from multiple AV vendors, compare them side by side on price and scope, and select the best supplier for your event.

Video coming soon4 min
PlannerBeginnerPlanner

Market-Rate Budget Estimates

Understand how CueQuote's AI generates realistic AV budget ranges for your events, and use those estimates to plan effectively before sourcing vendors.

Video coming soon3 min
AV + PlannerBeginnerBasics

Feedback & Support

Submit bugs, request features, or get support — all without leaving the app.

Video coming soon2 min
AVBeginnerSetup

Growing Your Catalog with AI

When the AI uses items not in your catalog, add them with one click.

Video coming soon7 min
PlannerBeginnerPlanner

Understanding Your Event Budget

Read and use the AI-generated budget plan in Planner mode.

Video coming soon4 min
AV + PlannerIntermediateSetup

Multi-Currency Pricing

Set per-currency prices in your catalog so proposals automatically use the right rate for each currency without manual conversion.

Video coming soon5 min
AV + PlannerIntermediateProposals

Proposal Approval Workflow

Enable internal approval so proposals are reviewed and signed off by a manager before they reach clients.

Video coming soon3 min
AVIntermediateProposals

Price Sync — Matching Catalog & Proposal Prices

Automatically detect and fix price mismatches between your equipment catalog and active proposals.

Video coming soon5 min
PlannerBeginnerPlanner

Production Budget Planning for Event Planners

Generate comprehensive AV production budgets with equipment, crew, and timeline recommendations tailored to your event.

Video coming soon4 min
AVIntermediateProposals

Event Layout Designer

Design your event floor plan visually — choose a venue template, place AV equipment shapes, and export a polished layout to PDF or PNG.

Video coming soon3 min
AV + PlannerBeginnerAccount

Two-Factor Authentication

Add an extra layer of security to your account by enabling two-factor authentication (2FA) with an authenticator app.

Video coming soon3 min
AV + PlannerBeginnerProposals

OCR File Attachments

Attach scanned PDFs or images to a proposal and let CueQuote automatically extract the text so the AI can read and use technical riders and equipment lists.

Video coming soon2 min
AV + PlannerBeginnerProposals

Real-Time Comment Notifications

Get instant notifications when clients comment on your shared proposals so you never miss important feedback or revision requests.

Video coming soon4 min
AVBeginnerSetup

Put a quote form on your website

Let visitors describe their event on your own site and get an instant budget range — while you get the lead and a costed draft proposal.

Video coming soon5 min
AVAdvancedSetup

Send proposal events to your CRM

Get an instant signed callback when a client views, accepts or rejects a proposal — so your own systems stay in step without anyone re-typing anything.

Video coming soon5 min
AV + PlannerIntermediateSetup

Getting Quotes From Suppliers

Ask several subcontractors what they charge, compare the answers side by side, and award one — without any of them seeing your prices or your client.

Video coming soon6 min
AV + PlannerIntermediateSetup

Supplier Certificates and Expiry Alerts

Collect public liability, LOLER and the rest from each supplier, verify them yourself, and get told before they lapse.

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