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, colors, 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.

On a phone, the studio opens as a preview only. A note at the top reads Best on a larger screen. Scroll the pages, and use the minus and plus buttons at the bottom to zoom. Share still opens the client view, downloads the PDF or goes to Send to client, and Back returns to the event. You cannot change the template, colors, fonts, pages or photos on a phone, and a sent proposal has no Make a revision there. A design preset also opens as a preview on a phone, with no button to save it. To edit, open BloomBoard on a laptop or tablet.

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, paper, and text colors on one, and the faces the document’s headings and body use on the other (see Use your own fonts). Under Text, pick Text, Muted text, and Soft text to recolour the copy on every page, so a dark paper can carry light text. On Golden Hour, the descriptions under your arrangements, rentals, services and operational costs follow Muted text. A Text on paper check at the top of the panel warns when the two sit too close. 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 Business → Proposals, where Automatic follows your location: US Letter for the US, Canada, Mexico and a few other countries in the Americas, A4 everywhere else), 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. To put your logo at the top of every page, set Studio mark to Logo. The logo comes from your brand kit under Business → Branding. If you have not added one yet, the panel links you there. Then pick a Logo size: Small, Medium or Large. Each template keeps the logo inside its top margin, so no page moves. Golden Hour offers Small only, Corporate Editorial stops at Medium, and Large is a little smaller on Classic Core, Estate Lookbook and Romantic Luxe. With a size picked, the logo also takes the place of your studio name on the cover, and the Romantic Luxe and Golden Hour footers show your studio name in words instead of a second logo. On Romantic Luxe the logo sits centered at the top of each page. Pages you add yourself keep the logo Small. A proposal that was already on Logo keeps its small logo until you pick a size, and a sent proposal never changes.
• Checks: a review list that flags anything the document still needs: a photo spot with no photo, such as an empty cover, and words that would print blank, such as a welcome page with no welcome message. Click an item to jump to it. Your photos, their sizes and descriptions are your choice, and so is your layout: Checks only steps in when text would be cut off, as described below. Choosing Share shows the same list under Download PDF, each item with Show me. The cover is always one page. On the Classic design, a cover title that wraps onto a second or third line takes a little height from the cover photo so the whole cover still fits. If a title is too long for any cover, Checks shows The cover title is too long for the cover page and send waits until you shorten it. Click the title on the cover to edit it. If you cannot click it, the cover shows the event name: shorten it in the event details. Pages you add work the same way: if text on one grows past the page edge, for example when a long venue name fills in, Checks shows Some text runs past the edge of and the page’s name, and send waits until you shorten the text, or make its box wider or move it.

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. Delete everything in a field and choose Done to go back to the template’s own 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.

On the Romantic Luxe, Modern Garden and Corporate Editorial designs, the heading under Floral brief on the event overview page is the proposal’s vibe title until you type your own. If the proposal has no vibe title, the studio shows Add vision title there and your client sees no heading. A proposal you have already sent keeps the heading it was sent with.

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. The terms row is a note, not a page: the terms are linked from the agreement section and sent with the signed copy, so the outline never shows terms pages.

• 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 and Golden Hour are the exceptions: neither prints a section name in its page header, so the Section labels control does not appear for them and 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.

How dates appear

Dates on the document, such as the event date and payment due dates, follow Units and dates in Business → Business details: “October 5, 2026” for US and “5 October 2026” for Metric. A sent proposal keeps the style it was sent in, even if you change the setting later. See Venue addresses and weather.

How prices and tax appear

Prices on the document show your currency’s symbol, such as $, £ or €, not the three-letter code. The tax row on the investment summary uses the name of the tax type you set under Business → Tax & pricing, so an Australian studio sees GST and a South African studio sees VAT. If one event mixes two tax types with different names, the row says Tax.

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.

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 keep the look, shared wording and pages you added yourself. They leave out event photos, text edited on individual arrangements, and a proposal’s own vision: the vibe title, the vibe description and the heading under Floral brief stay with the proposal they were written for. They do not carry your service or operational-cost lines either: keep those in Saved services and Saved costs in the proposal workspace, described in Build a proposal in the workspace.

You can also ask the assistant to apply one of your presets to a draft proposal by name. It keeps your own added pages and the proposal’s vision words, and you can undo it. Saving a preset stays here in the design studio.

Ask the assistant

On a draft proposal, the assistant can write the welcome message and the cover title and subtitle, set the footer text, and show or hide sections, each with Undo. Layouts, fonts, colors and the pages you add yourself stay here in the studio.

Proposal language

BloomBoard’s own words on your documents, such as section headings, buttons and the words around totals, are in English. Everything you write yourself can be in any language: arrangement names and descriptions, the welcome message, your own pages, your terms and your emails.

Related pages

• Build a proposal in the workspace
• Create and send a proposal
• Set up your terms and conditions