How can we
help you?

Proposals

• How do I change the deposit amount on one proposal alternative?

  One proposal, three alternatives at different price points — but the deposit should be different on each. You can set that per-alternative.

• How do I give clients different options on a proposal?

  Proposal alternatives let you offer multiple package options on a single proposal. The client can compare and choose the one that fits their needs.

• How do I add/remove packages and/or add ons from a proposal?

  To send a proposal to the client:

• How do I change the image on a proposal?

  The cover image on a proposal sets the first impression.

• How do I send a proposal or reserve a date?

  Proposals let you send a client your pricing and package options so they can review, accept, and pay online.

• How do I set proposal expiration dates?

  You sent a proposal two weeks ago and never heard back.

• How do I prevent clients from adding add-ons to a proposal?

  By default, clients can add or remove add-ons when reviewing a proposal.

• How do I print or download a proposal as a PDF?

  A venue wants a printed copy of your proposal, or a client needs a PDF for their records. You can generate both from any proposal.

• How do I change the way my proposals look?

  Your proposal is often the first professional impression a client gets.

• How do I add company info to proposals?

  Clients choose based on trust as much as price.

• How do I add a gallery to my proposal?

  Photos of your past events are more persuasive than any description.

• How do I remove a proposal alternative?

  Offered three options on a proposal and the client said the middle one does not make sense? Remove it without starting over.