Help
Help
How to price a production in Vidaset, from your first quote to the document you send to your client.
Getting started
- Your first quote, from an empty budget to a PDF Five steps from a new quote to the document you send to your client.
- Simple, Advanced or a custom item set Which set to start with, what happens when you switch, and how to save your own budget layout.
- Crew rates and your own rate card How to enter rates once instead of retyping them in every quote, separately for each currency.
Pricing
- How an item is calculated Quantity, days and rate, empty fields, flat fees, and what your client sees from the budget.
- The production subtotal line What the line in the summary panel is for, where it sits in a new quote and how to move it.
- Markups and discount What the production fee, insurance and custom markups are calculated on, what the discount covers, and what the production subtotal line is for.
- Actual costs and actual margin How to compare the quote with what you really spent after the shoot, and see what is left on the job.
The client document
- How your quote looks, template, colours and logo How to set up the client document in your company colours, from choosing a template to a logo for dark backgrounds.
- A quote in another language and currency A document for a client abroad, seven languages, 158 currencies and tax added to the total.
- Pricing options, add-ons and information How to give your client several packages to choose from, extras with their prices and the terms of the quote.
Day to day
- The budget as a spreadsheet, keyboard and pasting How to move between cells without a mouse, and how to paste a block of rows straight from Excel or Numbers.
- Quote encryption and your recovery code How to turn encryption on, who can see your quotes then, what the recovery code is for and what to do if you forget your password.
Still stuck?
Write to us and we will add the answer here. support@vidaset.app