Proposals
A proposal is your complete offer to a client, wrapped up in one shareable link. It can include pricing, a contract to sign, a questionnaire to fill out, and payment collection. Instead of sending three separate documents, you send one polished package.
What's in a proposal?
A proposal can bundle up to three things:
- Pricing - Your line items with costs, taxes, and payment terms. Think of it as a quote that becomes an invoice when accepted.
- Contract (optional) - An agreement the client signs as part of accepting the proposal.
- Questionnaire (optional) - A form to collect event details, preferences, or other info.
You choose what to include. A proposal can be as simple as a price list, or as complete as pricing + contract + questionnaire + online payment.
Where proposals come from
You can create a proposal from three places:
- From an inquiry - A client submitted a booking request and you're responding with your offer. When they accept, it can automatically create a booking.
- From a booking - You already have a booking and want to formalize pricing, send a contract, or collect payment.
- From a client - You want to send an offer to an existing client without a specific booking or inquiry.
Proposal statuses
| Status | What it means |
|---|---|
| Draft | You're still putting it together |
| Sent | Shared with the client, they can view and respond |
| Accepted | Client accepted your offer |
| Declined | Client passed |
| Expired | The deadline you set has passed |
| Cancelled | You pulled the offer |
How it connects to everything else
When a client accepts a proposal:
- The pricing becomes a real invoice
- The contract is ready for signing (or already signed)
- The questionnaire responses are saved
- A booking can be created automatically (if coming from an inquiry)
- Payment is collected (if you set that up)
It's the bridge between "someone is interested" and "we're officially working together."