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Creating Proposals

Go to Proposals and click New Proposal, or create one directly from an inquiry, booking, or client page.

Setting up a proposal​

Source and client​

First, choose where this proposal is coming from:

  • Inquiry - Select the inquiry you're responding to. Client details and event preferences are pre-filled.
  • Booking - Select an existing booking to add pricing, a contract, or payment collection.
  • Client - Pick a client from your list for a standalone offer.

Proposal details​

  • Title - A name for the proposal (like "Wedding Package Offer" or "Brand Shoot Proposal")
  • Personal message - A note to the client that appears at the top of the proposal. Make it warm and personal.
  • Event details - Title, date, time, location, and duration. Pre-filled from the inquiry or booking if available.

Line items (your pricing)​

Add the services and products you're offering:

  • Name and description for each item
  • Quantity and unit price
  • Tax rate (optional)

You can link items to your existing booking services or products, or add completely custom items.

Item roles​

Each line item can have a role:

  • Included - Part of your base offer. Always counted in the total.
  • Optional add-on - Something extra the client can see but isn't required. Shows separately on the proposal.
  • Alternative - Part of a choice group. You can group alternatives together so the client understands their options.

You can also mark one item as Featured to highlight it at the top of the proposal.

Contract (optional)​

Pick a contract template to include. When you send the proposal, a contract is created automatically with variables filled in (client name, event date, pricing, etc.). The client needs to sign it before they can accept the proposal.

Questionnaire (optional)​

Pick a questionnaire to include. A form is sent to the client as part of the proposal. They need to complete it before accepting.

Payment settings (optional)​

Turn on Collect payment to require payment as part of accepting:

  • Full payment or deposit (fixed amount or percentage)
  • Online (Stripe), manual (bank transfer, etc.), or client chooses

Booking confirmation rule​

If the proposal is from an inquiry, you can control what happens when the client accepts:

  • On accept - Booking is created and confirmed immediately
  • On online payment - Booking is confirmed only after online payment goes through
  • On manual payment confirmation - You manually confirm after receiving payment
  • None - No automatic booking creation

Auto-convert inquiry​

For proposals from inquiries: turn this on to automatically create a booking when the client accepts. Requires an event date on the proposal.

Editing​

Draft proposals can be freely edited. Once sent, you can't edit them. If you need to make changes, cancel the sent proposal and duplicate it to create a new draft.

Expiry​

Set a deadline for the client to respond. After the expiry date, the proposal is no longer accessible and its status changes to "expired." You can duplicate it with a fresh deadline if needed.