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
From an event’s proposal, choose Design. The studio opens on that event’s document, with desktop and mobile previews, zoom, undo and redo, and a live save indicator. Your changes apply to this event’s document; presets (below) are how a look travels between events.
What you can shape
- Template: pick from the template families. Each gives the document a distinct personality; some families are part of higher plans.
- Sections: show, hide, and arrange what the document includes.
- Colours and images: accent colours, cover and section imagery, and your welcome message.
- 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.
- Document details and page layout: titles, footers, and page setup.
- Checks: a review list that flags anything the document still needs.
When you are happy, open a preview or the PDF straight from the top bar.
Reuse a look with presets
Save the design as a preset
Once an event’s document looks right, save it as a preset with a name you will recognize.
Apply it on the next event
In another event’s studio, open Presets and apply. The template, colours, fonts, section visibility, page setup, and welcome copy all carry over, while any text you have edited on individual arrangements in that event is kept.
Keep presets current
Rename, update from the current document, or delete presets from the same list. Updating takes whatever the open document looks like now.
A sent proposal’s design is locked with the proposal. Changing the design after sending routes you through a revision, the same as any other change to what the client sees.