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Creating proposals

Building a proposal means setting the basics, adding your pricing, and then layering on anything extra like a contract, a questionnaire, or payment. Here's the whole flow.

1. Pick a source​

From the Proposals page, click New Proposal. First, choose who the proposal is for:

  • Client: pick someone from your client list for a standalone offer.
  • Inquiry: pick a lead who reached out but isn't booked yet.

Then use the record picker to select the exact client or inquiry.

2. Fill in the basics​

  • Proposal title: a name like Wedding Package Offer.
  • Currency: the currency for this offer. On Core this is your default currency; the Pro plan lets you choose another.
  • Personal message: a warm note that appears at the top of the proposal.
  • Internal notes: private notes for your own reference. These are never shown to the client.

You can also add event details: an event title, date, start and end time, location, and the number of days. These help the client picture the work, and they're filled in from the inquiry where possible.

To pull in pricing you've already set up, choose a Linked service and a Service package. The package's line items load in for you.

3. Add your line items​

Line items are your pricing. Each row has columns for Items, Quantity, Price, Tax, and Amount. Use the product picker to drop in something you've already saved, or type a custom item. You can add up to 100 items.

Every line item has a role that decides how the client interacts with it:

RoleWhat it does
IncludedAlways part of the offer. One Included item can be the Main item: featured and shown to the client under "What's included."
Add-onOptional. The client can choose to add it.
AlternativeThe client picks one from a group. Give the group a name like Album type.

Mixing these is what lets clients shape their own package while your core offer stays fixed.

4. Attach a contract or questionnaire​

Both are optional.

  • Open the No contract included dropdown to attach a contract template. When the client accepts, the contract is created and sent for them to sign.
  • Open the No questionnaire included dropdown to attach a questionnaire.

5. Turn on payment​

To collect money as part of accepting, switch on Collect payment, then choose:

  • Payment requirement: Collect full payment or Collect a deposit.
  • Collection method: Online payment required (needs Stripe connected), Manual payment, or Let client choose.
  • Deposit type: Fixed amount or Percentage, plus the amount, if you chose a deposit.
  • Manual payment instructions: what the client should do to pay you directly.

See Getting paid online for more on online payments.

6. Choose when a booking is created​

For inquiry proposals only, set When to create the booking:

  • Do not create automatically
  • Create on proposal acceptance
  • Create after online payment
  • Create after payment review

This lets you decide how confirmed you want things to be before a booking lands on your calendar.

Set an expiry​

You can add an Expires on date so the offer doesn't stay open forever. It's optional, without one, the proposal never expires on its own.

Next steps​

When everything looks right, head to Sending proposals.