Workflows
Use workflow guides when you know the outcome you need and want the fastest path through BloomBoard to get there.
Collect the details, style, and budget from the client before you price.
Send a client briefWork the proposal board section by section, from arrangements to pricing rules.
Build a proposal in the workspacePull an arrangement template into an event with current snapshot pricing.
Add arrangements from a templateBuild a customer-ready proposal from your event workspace and send it for signing.
Create and send a proposalFollow the client’s response, send reminders, and handle change requests.
Track a sent proposalCreate a new proposal version when the client requests changes after review.
Revise a sent proposalMove from acceptance into billing while keeping the event and proposal history aligned.
Create an invoice from an accepted proposalRaise milestone invoices, record payments, and close the books.
Bill and get paid on an eventConnect Stripe or Yoco and enter your bank details so clients can pay from their invoice.
Set up online paymentsTurn recipes into supplier orders and reconcile what arrives.
Assign items to suppliersBuild the delivery-week run sheet with tasks, team, and venue times.
Plan the week of the eventBundle an event’s paperwork into a single PDF or ZIP.
Export documents and packsLet your own assistant read your studio. Nothing is sent to your clients.
Connect BloomBoard to ChatGPT or ClaudeLoad a supplier price list and apply the changes to your library.
Import supplier pricesTurn the terms you send today into a Terms Studio draft with Smart Import.
Bring in your existing termsCommon outcomes
- turn an arrangement template into event-ready pricing
- move from event planning into customer pricing
- revise a proposal without losing history
- issue an invoice after the client accepts
- get set up so clients can pay online or by bank transfer
- get supplier orders and the delivery-week plan out of the same event
- keep commercial documents tied to the event workspace
Workflow guides focus on task completion. If you need broader context about a product area, start in Features instead.