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ThatGirl
Super January 2019

Keeping track of quotes...overwhelmed... Help!!!

ThatGirl, on February 9, 2018 at 7:41 AM Posted in Planning 0 26

Please tell me I am not the only one struggling to keep track of quotes! I need some insights on how to manage this better. My email is a disaster... Literally. I can't remember who replied to requests, what my thoughts were... It's really stressing me out. I don't know how to fix the mess I have going on or how to manage it better going forward...

Any insights would be greatly appreciated!

26 Comments

Latest activity by DC, on February 9, 2018 at 11:14 AM
  • Forestwed
    Master May 2018
    Forestwed ·
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    It very overwhelming. I set up a separate email just for the wedding. You can start a new email address now, forward what you have to the new address then in the future give out that email.
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  • Sarah
    Master June 2016
    Sarah ·
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    I kept a separate folder in my email solely for wedding correspondence. I would move e-mails there before even reading them to make sure they all ended up in the same place. Once we eliminated a vendor, I reached out to let them know and then deleted the e-mails I had with them.
    • Reply
  • K
    Expert November 2018
    Kristin ·
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    I made a spreadsheet with all the info. I tried to only type up the packages I was interested in. Like for photography I put their prices for 8 hour packages, since that was what I wanted.
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  • Samantha
    Dedicated February 2018
    Samantha ·
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    In addition to a comparison spreadsheet, my fiancé and I started a google drive folder with separate sub folders for each vendor type and vendor (e.g., a photographer folder and then one for each photographer). We saved quotes and package d scriptoons there and pdfs of key emails.
    • Reply
  • ThatGirl
    Super January 2019
    ThatGirl ·
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    Thanks all! These are all useful tips! I think I may start a new email and do a spreadsheet!!!


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  • Future Louie
    Super August 2019
    Future Louie ·
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    It may help you to keep a binder or notebook together too to keep your thoughts together. I setup a separate email and printed off quotes from different vendors and separated them by category so it would be easier for me to see and compare. Any notes I don't want to forget, I write on a sticky note and stick it to the corresponding email. I have my notebook set up in divisions of contracts, vendor/catering, vendor inquiries/information, and inspiration.

    But if you're more inclined to use technology, a spreadsheet does the same thing like PPs said. I just prefer to have hard copies to look at and not click through folders or take screenshots.

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  • Deirdre
    Super March 2018
    Deirdre ·
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    I did more of a hard copy thing as well. I got a file folder box from Target and put contracts/quotes/receipts in the folder, grouped together by vendor. I just threw out the ones that I didn't end up booking, so now it's just a great reference when I forget what's included in a contract or I need to double check when I need to make a final payment.

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  • Kiersten
    Expert February 2018
    Kiersten ·
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    I set up a separate email for the wedding and I have Excel sheets for everything. I use it to track expenses, RSVPs, quotes, inventory of decorations/stuff, to do list. Makes everything so much less complicated and if I or someone had a question, I just pull up the right sheet and boom, done.
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  • FME
    Master March 2018
    FME ·
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    I created a new email just for wedding planning and created folders for each vendor. I had a little notebook where I wrote down all the photographers I contacted. As they replied I wrote down their pricing and pros/cons and any sidenotes I had to help me not get all of them confused with each other. I'd cross them off as I'd eliminate them. That really helped me keep from getting them all mashed together.

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  • MOB So Cal
    January 2019
    MOB So Cal ·
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    Google drive with folders is the best! (We have hard copy, too, but so much easier to manage and update files in a central place.)

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  • D
    Expert December 2018
    Debbie ·
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    I also clicked on the star by the emails I wanted to keep track of so the important ones always stood out. Then I would unclick the star when I was no longer interested in a vendor.
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  • F
    Just Said Yes October 2018
    F ·
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    I labelled the emails that were coming from the different vendors in my Gmail. It does get overwhelming especially trying to keep track of whom I am speaking with and whom I need to follow up with. Have also created Excel spreadsheets for the various vendors including a comment section so I can remember what my thoughts were. Good luck!
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  • Mrs.Sanok
    VIP September 2018
    Mrs.Sanok ·
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    When FH and I started planning I started using my email that I always use on a daily basis. But that turned into a disaster quickly. So I started a wedding email to help, this way I would not get my normal email mixed in with wedding emails and I wouldn't miss anything. Then in the wedding email I separate each vendor into their own folder with all the emails we send back and forth with each other.

    I used Gmail for the email because that is also tied in with Google photos so I save all wedding related photos into that same account. So when a vendor ask for some of my inspiration photos, they are all right there and it is so easy to attach the photos. On top of that wedding related photos do not get mixed up with all my regular photos, which makes it so easy to find what I need!

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  • FutureMrsKC
    Master January 2019
    FutureMrsKC ·
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    I set up a separate folder in my emails labeled "Coleman Wedding" and put everything in there from my inbox thats wedding related. You can also start an excel sheet and list company name, price, and a brief description of whats offered and a brief description of your thoughts as well. This will help you keep track until you book some vendors and don't need to worry about quotes anymore.

    I have excel sheets for budget, vendors, guest list, and also decor we need to buy/already bought. I need to stay organized because my brain runs a million miles a minute.

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  • MBean
    Dedicated September 2017
    MBean ·
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    I had "tags" for my email inbox. I set up automatic filters through gmail to tag anything from specific vendors with a 'wedding' tag. If I managed to read an email but not have time to reply, I would tag it with "awaiting response".

    I also set up a google drive spreadsheet with tabs for each type of vendor (photo etc) would put the details of the quotes in the tab so I could easily compare. Any signed contracts were uploaded into a google drive folder as well.

    I also had a running notebook of thoughts or ideas or questions. I carried it with my everywhere and wrote things in it as they came to me. Even random things like trying to calculate/estimate our drink tab went in there.

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  • Mcskipper
    Master July 2018
    Mcskipper ·
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    In addition to all the helpful advice here,
    what has helped me a lot is doing exactly one thing at a time— so I was never trying to balance catering quotes and rental quotes and dj quotes and transportation quotes at once , it’s like catering first and fully...when that’s done, next item etc etc
    • Reply
  • Kaye
    VIP October 2018
    Kaye ·
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    I print things out and handwrite notes or questions to ask. I have a big binder that everyone goes into heavy-duty plastic sleeves for protection and easy retrieval.
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  • B
    Super May 2019
    B11 ·
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    FH and I use google drive. You can save all the documents there and create a spreadsheet for each type of vendor (venue, photographers, band/DJ, etc). On those spreadsheets have contact info, price estimates, etc. if it’s on google drive, you can both look at it and edit it!
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  • Mrsp
    Devoted July 2018
    Mrsp ·
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    I'm old school! I like to have paper in my hands and it helps me stay organized. I have a notebook where I keep all my notes and it has a folder where I keep copies of contracts.
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  • Futuremrsabell
    Devoted September 2020
    Futuremrsabell ·
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    Excel spreadsheet


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