Design your proposal documents

When to use this

Use this page when you want the proposal document itself to look like your studio: the template, colours, imagery, and page furniture around your arrangements and pricing.

Opening the studio

On an event’s proposal, choose Design at the top of the page, next to Send proposal. While previewing in Client view, the Edit design button above the pages opens the same studio. The studio opens on that event’s document, with undo, redo, and a live save indicator in the top bar. Preview, at the top right, shows the document exactly as your client will see it, with a desktop and phone toggle at the bottom of the screen. Press Escape or choose Back to editing to return. Zoom sits at the bottom right of the canvas: Fit sizes the pages to your window, the plus and minus step the zoom, and the ? button lists every keyboard shortcut. The studio remembers your zoom for each proposal. Your changes apply to this event’s document; presets (below) are how a look travels between events.

What you can shape

Templates: choose Templates in the left rail for the template families, grouped under Core templates and Studio templates. Each gives the document a distinct personality; the Studio group is part of higher plans, though a document already wearing one of those families keeps it either way. Most set the document on an upright page; Golden Hour sets it on a wide landscape page, like an open album — its card in the rail is the wide one. Clicking a family previews it on your document first — a bar at the bottom of the canvas asks you to Accept template or Cancel preview (Escape also cancels), and editing stays paused until you decide.
Sections: the outline of the whole document. Show, hide, and rename the sections here. The sections themselves keep the order the template gives them; the pages you added yourself are the ones you can move around between them. A few essentials (the event overview, investment summary, and approval page) always stay in. Everything else, including the cover page, can be hidden, which is handy when you would rather open with a page of your own. See Work the sections outline below.
Your own pages: add full pages of your own, with text, photos, and shapes, anywhere in the document. See Add your own pages.
Colors and Fonts: each its own item in the left rail — the accent colours on one, and the faces the document’s headings and body use on the other (see Use your own fonts). Your saved design presets have their own Presets item, right under Templates.
Images: the studio’s photo library. Drag a photo onto the proposal, or click one when a toolbar asks you to pick. Switch This event / All media to see photos for this event or everything you have saved. Upload images follows the same switch: on This event the upload is linked to the event, on All media it simply joins your library. When your Canva account is connected, a Canva tab is there too: each design shows a small preview of every page, and picking one lands it on the page you have selected (or the one in view) as an image that keeps itself up to date with Canva. You can also drag a page preview straight onto your page — or onto a photo spot — exactly like a library photo; it holds its place while the import finishes. If there is no page of your own for it to land on, it goes to your library instead, ready to drag anywhere. See Bring your Canva designs into proposals.
Smart Builder: give it a few images from the event and it drafts a design direction for you to refine. It needs at least three images to work from. While it runs, the picture spots it may fill shimmer quietly and a small note keeps you posted, and you can carry on editing everywhere else.
Document details and page layout: titles, footers, and page setup. The page size (A4 or US Letter) is a property of the document itself: new proposals start from your account’s default (set under Settings → Document defaults, where Automatic follows your business country), and changing it here re-fits any pages you added yourself so shapes keep their proportions. You will see a notice when that happens — give those pages a quick look before sending.
Checks: a review list that flags anything the document still needs.

Some of the document’s text is connected: it fills itself from your event, your arrangements, or your brand kit, and a quiet tag names the source when you hover it — Synced from your event, or Edited by you once you have reworded it. Text you have edited always keeps your wording. If its source moves on later — say an arrangement is renamed after you reworded its line — the text wears a small Update available pill. Click the pill to see the new value side by side, then choose Use update to take it or Keep mine to stay as you wrote it; either way the pill rests until the source changes again.

When you are happy, choose Share at the top right. It gathers every way the document leaves the studio: Open client view opens the page your client will see, Download PDF saves the draft straight to your downloads (it reads Preparing… while the file renders), and Send to client carries on to the event’s send flow. Opening Share also gives the document a quick once-over: anything worth a look is listed right there, each with a Show me link that jumps you to the spot. After the proposal is sent, the same Share choices switch to the sent document: Download PDF fetches the exact file the client received, and Open client view shows the live page the client sees.

Work the sections outline

Choose Sections in the left rail and the document appears as a short outline: a numbered row for each section, your own pages sitting where they fall between them, the terms row, and Add page at the end.

Click a row to select that section and scroll the preview to it. A small toolbar appears above the section in the preview with its quick controls: its name, show or hide, and the pricing and photo switches where they apply. Clicking a section’s heading straight in the preview selects it the same way, and clicking the heading again renames it in place.
Click the chevron at the right of a row to open or close its settings without moving the preview. One row is open at a time.
Small marks on a closed row show what you have changed: an eye with a line through it for a hidden section, a quiet off mark for hidden pricing, another for hidden item photos, and a padlock on the sections that always stay in.

Rename a section

Open a section’s settings and type in Name, then press Enter or click away. The new wording shows in three places in the document: the section’s heading, its line in the contents page, and the page header, so long as you have not hidden Section labels under Document details. Corporate Editorial is the exception: it prints no section name in its page header, so there you see the change in the heading and the contents page. It updates everywhere the document appears: the preview, your client’s page, and the PDF. Clear the field to go back to the template’s wording, or use the reset arrow beside it, which appears once you have named the section yourself.

Not every section offers Name. It appears only where the template paints a heading you can change, so which sections offer it depends on the template family you picked. The cover never does.

Hide pricing or item photos

A section that carries money has a Hide pricing chip in its settings. It keeps the section in the document and leaves its prices out.

The section that lists your arrangements has a second chip, Hide item photos. It drops the small photo beside each arrangement line so the wording runs the full width of the page, which suits a clean, typographic list. Your section photography, group photos, mood board, and cover are untouched. The change shows in the preview, on your client’s page, and in the PDF.

Changing the template family starts the look fresh. Section names you set, hidden pricing, and hidden item photos all return to the new template’s own defaults, the same as colours and fonts. Your own words and page setup stay put: footer text, the document title, page numbering, the pages you added yourself, and the paper size all carry over. If the new template turns the page — moving to or from the landscape Golden Hour — the switch panel says so under Pages turn landscape (or Pages turn portrait), and the pages you added yourself are re-fitted onto the new page shape; give them a quick look before you send.

Reuse a look with presets

A preset keeps a reusable document design at account level. You can build one over sample content before you have an event, or save the design of a real event’s document once it looks right. Presets carry shared wording and pages you added yourself, but not event photos or text edited on individual arrangements.

Create a preset without an event

In the sidebar, open Resources → Library → Design presets. Choose New preset — or Create your first preset when the library is empty — then pick a family under Core templates or Studio templates in Start from a template.

The standalone studio opens the family’s sample document, so no event or proposal is needed. Use Templates, Sections, Colors, Fonts, Document details, and Page layout to shape the design. You can also edit shared wording on the document and add your own pages, including text that fills itself from an event later. Event photos and wording on individual arrangements are left for the real proposal. Choose Preview whenever you want to check the finished look.

Choose Save preset, enter a unique name of up to 100 characters, then choose Save preset in the name dialog. You can keep up to 50 presets. The saved preset opens in its own edit view.

Save an event’s design as a preset

Once an event’s document looks right, choose Presets in the left rail and pick the Save current design tile, with a name you will recognize.

Edit or manage a preset

Return to Resources → Library → Design presets. Open a card or choose Edit design from its menu, make your changes, then choose Save changes. This replaces the saved design but keeps its name. Standalone changes do not autosave; if you choose Back with unsaved work, BloomBoard asks whether to leave or keep editing.

The same card menu offers Rename and Delete. Deleting a preset does not change documents that already use it. If a card says Template retired, you can still rename or delete it, but you cannot reopen or apply its design. From an event’s Presets panel, Manage presets in your library opens this page.

Apply it on the next event

In another event’s studio, open Presets, find the preset’s card, and choose Apply from its card menu. The template, colours, fonts, section visibility, welcome copy, and any pages you added yourself all carry over, while text you have edited on individual arrangements in that event is kept. The document’s page size stays as it is — a preset never changes the paper size, and if the preset’s own pages were designed on a different size they are re-fitted to match this document (you will see a notice asking you to review them). If the document already has pages of its own, the confirmation spells out the counts and asks whether to keep them alongside the preset’s pages or replace everything. If the preset was saved from a document you had not written any studio copy on, it carries no wording of its own — the confirmation says so, because applying it resets the shared wording on this document to its source text.

Update a preset from an event

In an event’s Presets panel, choose Update from this document from a preset’s card menu. Confirm the update to replace its saved design with whatever the open document looks like now. The preset keeps its name.

A sent proposal’s design is locked with the proposal. The studio opens on a view of the sent version with a quiet bar across the top naming what your client sees, and Make a revision on that bar is the one way to start editing again, the same as any other change to what the client sees. Share still offers the sent PDF and the client’s page while you are viewing.