Release notes
What's new in Quotem
Every update, fix, and improvement — straight from the team building Quotem.
5 November 2026
AI Assistant Fixes
- —AI Assistant: one brain, every channel. Your assistant now works the same across your website, Quotem pages and text messages (if enabled). Update it once and the change applies everywhere.
- —Clients can ask about their own booking (arrival times, who's coming, what's left to pay, details of any fulfilments you have setup, forms to fill in) after confirming a code sent to their email.
- —Clients can add extras to a confirmed booking by chat or text. The assistant gives the price first and only adds it once they agree and gives them a payment link.
- —Fixed a bug with venue addresses not filling correctly between chat and quote.Now venues typed into the chat become full addresses.
- —Optimised the hand off note your assistant leaves for you when passing a chat over.
- + 3 more
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3 November 2026
Quotem on your phone
- —Quotem now works properly on your phone: clean lists, quick actions and easy tap targets, laid out like an iPhone app.
- —Open a quote or booking on your phone and see it all at a glance: what's booked, payments, staff, the event and venue with directions, paperwork and notes.
- —Call, text, email or get directions to a client in one tap, from the booking or their contact card.
- —Clients is a searchable list of customers, leads and contacts, and each one opens as a contact card with their company, quotes, bookings and notes.
- —Get a contract signed on the spot: show a QR code and your client signs on their own phone.
- + 5 more
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31 October 2026
Commission, Partners and Quote Improvements
- —You can now setup commission codes that can be assigned to specific clients in coupon settings.
- —When a quote includes a commission, the client always sees the full price, while the planner logs in to reveal their private commission summary, which shows exactly what they earn and what you receive — keeping your pricing confidential from both sides.
- —When a planner isn't the only client on a quote, they are asked to confirm who is viewing with a code sent to their email so they can unlock their commission summary and confirm the booking, and you can cleanly swap or remove clients in the editor without leftover records causing confusion.
- —Your dashboard now shows combined stats, upcoming bookings, cashflow, revenue, activity, and AI assistant results across all your brands at once when you select All Brands, and updates immediately when you switch between them.
- —The chat message a client receives when their acceptance creates a booking request now uses accurate wording, so they are never incorrectly told they are booked in when their booking still needs your approval.
- + 4 more
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23 October 2026
Smarter Quotes, Payments and Invoicing
- —When a returning client enquires for the same date and event type, Quotem opens their existing quote instead of starting a new one, keeping everything in one place.
- —Sending an enquiry from the same client for the same date no longer creates a duplicate quote, so you always pick up where you left off.
- —In manual quotes: You can now link items together inside a choose-one group, so a client picks an entire option as a bundle rather than individual pieces.
- —Your job sheets now show each item's standard name and description alongside the booking details, so your team always knows exactly what's included without seeing client-facing wording.
- —When a client pays the full amount upfront on a quote that offered a deposit option, the booking now correctly records a full payment rather than a partial one.
- + 2 more
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19 October 2026
Conditional visibility, markup and card payments
- —One simple rule builder to show or hide sections, items, form fields and documents, plus alternative wording per event type.
- —Add a price markup to a quote to cover a commission, with your price and the commission on every line.
- —Take card payments by phone straight from a quote, and add items to a quote even after it's booked.
- —New quotes start as a manual quote or a booking form, and phone enquiries can be entered with all their details.
- —Merge duplicate clients, and see where each enquiry came from.
- + 4 more
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29 September 2026
Workflows, broadcasts and AI setup
- —Workflows can hand a contact to another workflow, keeping their quote, booking and event date.
- —Send a broadcast to a CSV list, and write new emails to a client from Quotem with an optional AI polish.
- —Recording a payment by hand emails the customer a receipt, and you can resend any receipt.
- —New accounts can set up their catalogue with AI during onboarding.
- —Corporate clients are billed to their company, and items or whole sections can be hidden from invoices.
- + 3 more
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29 July 2026
Booking rules, Stripe Connect and a smarter inbox
- —Connect Stripe in one click with Stripe Connect.
- —Communications now works like Gmail: Inbox, Drafts and Sent, with archive, delete and full message previews.
- —Set different start times per package, and mark items that always need your approval before they're booked.
- —Use one email across several workspaces, with a workspace picker at login.
- —Open quotes now expire after the event date, and travel fees recalculate when the venue changes.
- + 3 more
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