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Send a quote that collects its own payment (for vendors)

Updated 2026-09-25

Build the quote

Go to Quotes and click New quote. Pick the enquiry you're quoting from Leads or Inbox or, for a couple already in your pipeline, target their wedding directly.

Add line items. Use Add item for a blank line, Add from your products to pull in a saved product at its set price, or the template menu for a common item. Each line has a service name, quantity and price in rupees. Switch a line to Optional when it's an add-on the couple can decline.

Set the payment schedule. A booking advance and a final payment are added by default; use Add milestone for an interim payment or an add-on charge. Give each milestone a name, a type and an amount in rupees. The milestones must add up to the quote total before you can send it.

Set how many days the quote stays valid, then add your notes and cancellation policy.

Send and get paid

Click Issue quote. The couple reviews it in their own Mangalyam dashboard. When they open it, a "Quote viewed" note appears on the lead's timeline, so you know they've seen it without asking.

The couple accepts from their account. Once they do, Mangalyam creates the booking with the milestones you set, and the couple pays each one from their Money dashboard. Card payments aren't switched on yet, so today that means UPI or netbanking, both at zero platform fee to the couple. Your payout carries Razorpay's transfer fee, passed through at cost. The fee schedule has the exact rate.

If the couple asks for changes, open the quote and click Adjust & resend. It carries over your line items and schedule, so you revise instead of rebuilding.

Track to paid

The quote's status shows where it stands. It starts as Issued, then moves to Approved when the couple accepts. It can also become Declined, Countered (they proposed a change), Adjustment requested, or Expired once its valid-until date passes. Any note the couple leaves with a decline or counter shows on the quote's page.

Approved isn't the same as paid. Payment is tracked per milestone once the booking exists: a milestone stays pending until the couple pays it, then moves to paid.

Payment records are kept in full for audit. Nothing about a payment is ever hard-deleted.