Who has access to Proposals?


Newbie: 1 Proposal Theme (unlimited submissions)

Basic: 3 Proposal Themes (unlimited submissions)
Pro: Unlimited Themes (unlimited submissions)

What is a proposal?


Proposals enable you to send your prospective Leads a professional and presentable quote, which is created based on the type of event and services the customer is looking for within our pre-designed templates and colour palettes. By utilising our latest Proposal feature, you can be assured that you will convert more of your Leads into Bookings by offering a more personalised aesthetically pleasing quotation than your competition.


You can ensure the customer is given a bespoke service with an exclusive package for their event. With instant email notifications once a proposal has been opened, you can be sure to convert that lead faster than ever!


Why would I use Proposals?

Proposals are a key function when it comes to impressing your prospective leads and converting them into a booking. By sending them a beautifully designed, bespoke proposal where they can simply accept and go through to the booking form to book, it cuts out hours of back-and-forth emailing, and risks you loosing out to your competition. 


What are the main features?

The main features of our Proposals are:


  • Multiple pre-designed templates for you to personalise
  • Pre-styled colour palettes, with the ability for you to add you own custom palettes
  • Save your template designs to save time starting from scratch for your next
  • Unlimited free image library with Unsplash to ensure your proposals are personalised and relevant
  • Upload your own images from an album
  • HTML text editor ie. changing font styles, formatting, adding links
  • Add custom variables to your text areas for personalisation
  • Undo/redo any edits and amends you make when editing your proposal
  • Create Custom Packages to ensure you are providing the most bespoke service to your leads
  • Stock reservation so your leads have that sense or urgency to book your package
  • Send via Email including their unique proposal link
  • Send via SMS including their unique proposal link so they can view it on-the-go
  • Enable email alerts when a lead views their proposal so you can follow up instantly
  • Engagement analytics for each proposal to help you understand who has been sent and viewed proposals


For additional support articles on Proposals click here.