For an events business, the quotation is where the money trail starts — and if it's disconnected from everything after it, the whole chain leaks. Novex makes the quote the first link in a connected sequence.
Available on the Flare plan and above
Free forever on Beam. 14-day free trial on paid plans — no card required.
Where the money trail starts
You create a proposal for a client with the pricing, VAT, and terms handled for you, tie it to the event and the client record, and send it — a proper "Event Services Proposal," not a manually formatted document that has to be reconciled later.
Create a proposal for a client with the pricing, VAT, and terms handled for you, tie it to the event and the client record, and send it — a proper "Event Services Proposal," not a manually formatted document that has to be reconciled later.
Before a quote reaches a client, it can run through approval. A quotation moves through states — Pending Approval, then out to the client, and Accepted — with Superseded handling the reality that quotes get revised: a new version cleanly replaces the old one instead of leaving two conflicting numbers in circulation. Your team sees the accepted value across all open quotes.
An accepted quotation converts directly into an invoice — no re-keying, with the pricing, VAT, and terms carried over and a full audit trail across the chain. The number the client agreed to is the number they're billed, and because the invoice is region-aware and compliant, a Saudi organizer's invoice meets the requirements of the Zakat, Tax and Customs Authority automatically.
Every invoice traces back to the quotation it came from, the event it was for, and the client who accepted it. For an agency running many events for many clients, quotation-to-invoice is the backbone of getting paid — and Novex keeps it in one platform, feeding the same CRM, P&L, and cash-flow forecast as everything else.
Yes — it converts directly to a compliant invoice with no re-keying and a full audit trail.
Yes — pricing, VAT, and terms are handled on the quotation and carried through to the invoice.
Yes — quotations run through an approval state, and revisions cleanly supersede prior versions.
Quotations (and invoicing) are on the Flare plan and above.
Start a free 14-day trial and send your first Event Services Proposal — or book a demo to see approvals and quote-to-invoice conversion live.