Workflows
Use workflow guides when you know the outcome you need and want the fastest path through BloomBoard to get there.
Pull a library template into an event option with current snapshot pricing.
Add arrangements from a templateBuild a customer-ready quote from your event workspace and send it for approval.
Create and send a quoteCreate a new quote version when the client requests changes after review.
Revise a sent quoteMove from approval into billing while keeping the event and quote history aligned.
Create an invoice from an accepted quoteCommon outcomes
- turn a library arrangement into event-ready pricing
- move from event planning into customer pricing
- revise a quote without losing history
- issue an invoice after the client accepts
- turn approved details into a formal quote
- 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.
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