Build a proposal in the workspace

Add arrangements

Choose Add to under any group (such as Personal Flowers) and the composer opens with four ways to build, which you can mix freely:

• The quick way is an estimate row: type a name, set the quantity and unit price, and choose Add estimate. Use it when you know the number and want to move fast.
• Manual recipe opens the full builder: search your items by name or by describing what you want, mark pieces as purchase or rental, set quantities, and add custom items that are not in your library yet.
• Template pulls in an arrangement template you have saved before.
• Smart builder takes a short description of the piece and drafts a recipe for you to review. Confirm to land in the builder, or discard and try again.

If you build something worth reusing, use Save as Template in the arrangement editor’s menu so next time it is one click.

Refine the pricing line by line

Quantities, unit costs, and unit prices can be edited inline on each row. A small chip shows where each price comes from: from the recipe, implied, set by you, or automatic. If you have overridden a price and want the recipe number back, one tap on the recipe price restores it.

Ingredient prices work at the event level. A flower has one price for the whole event, called the event price, and every recipe line that uses the flower follows it. Edit a unit cost on any line and the event price moves: every arrangement that uses that flower updates at once. A bar along the bottom of the screen confirms the change, counts the arrangements it touched, and offers Undo and Only this arrangement.

Choose Only this arrangement when one design needs its own price, for example premium stems in the bridal bouquet. The line you edited keeps the new price and shows a small “This arrangement” tag, while every other arrangement returns to the event price. A tagged line never moves when the event price changes later. Click use event price under the line to bring it back in step.

Add the same flower to another arrangement later and it starts at the event price, not the library price. Your library is never changed by event pricing. Library prices only change when you choose Update Library in a price popover.

Check your margin at a glance

The cost summary in the arrangement builder shows a markup line with both numbers, for example “Markup 2.37× · 58% margin”. The value beside it is your profit per unit. Before a client accepts, the markup line hints in amber when a price you typed sits below your usual markup.

After a client accepts, the quote becomes the reference. A “Quote allowed” box under Your cost compares your actual recipe cost with the cost your signed quote assumed. It turns amber when the cost is over that budget, and red when the cost has used up the whole margin. An arrangement added after signing shows an implied budget instead, worked out from its price and your event markup.

When real supplier prices arrive through Orders, an “Ordered at” line can appear under Your cost. It shows what the same recipe costs at the ordered prices, with a tag naming the source, such as a quote or an invoice. It is information only: your recipe numbers never change from the Orders side.

A price can be zero. Set a unit price of 0 — in quick add or on the row — to gift an arrangement: the line stays on the proposal at 0.00, marked as set by you, and no other price moves. If you want the client to know it is complimentary, say so in the line’s description.

The name and description are editable in place too. Click the arrangement name to rename it: type the new name, then press Enter or click away to save, or Escape to cancel. The description sits right under the name: click it (or “Add description…” on an empty row) and type. Click away to save, press Escape to cancel, and use Enter when you want a new line. There is no need to open the full builder just to check or tweak what a line says.

Groups are just as direct. Drag rows between the groups on the page, or use the … menu on any row → Move to group… to file it under any of your groups — including one that is not on this event yet, or a brand-new group you name on the spot. Click a group’s heading to rename it in place. See Arrangement groups for how renames behave across events.

The photo works the same way. Click an arrangement’s photo (or the empty photo tile) to open the image picker: choose from this event’s images or all your media, or upload from your computer inside the picker. The picture you replace stays in the arrangement’s gallery, so you can bring it back from the builder at any time.

Shape the vision

The Vision section holds the creative direction: a vibe title and description, a colour palette, and the moodboard. Add from library opens a picker where you stage images from this event or all your media; a counter tracks how many of the six moodboard spots you have used. You can also upload directly from the picker.

Fill in rentals, services, and operational costs

Where you add a rental decides how it bills. A rental added inside an arrangement’s recipe is priced into that arrangement (at your rental markup) and never appears as its own line for the client — the Rentals section lists it in a quieter “In arrangement prices” strip so you can still see it. A rental added directly in the Rentals section bills as its own line on the proposal. Add standalone rentals, services, and operational costs in their own sections; each supports fixed amounts or percentages, and each section shows its own total.

Set the pricing rules

Open Edit pricing rules from the rail menu to reach markups, tax, discount, and planner commission. The pricing summary recomputes live as you change them, from base cost through to the final total and what you keep. Discounts can be typed as an amount or a percentage of the current subtotal. If a wedding planner takes a commission on this proposal, set it on the Commission tab — the client sees quietly marked-up prices while your board keeps showing your own; see Add a hidden planner commission.

Check the payment schedule

The Payment Schedule section controls how the total splits into milestones, such as a deposit and a final balance. Start from your default schedule and adjust it for this event if needed.