Build a proposal in the workspace
When to use this
Use this guide when an event exists and you are ready to shape what the client will see: the arrangements, the creative direction, and the pricing.
What you need first
- an event with the client and dates set
- a rough idea of the arrangements the job needs
- your library priced, if you want recipes to drive the numbers
The proposal board
Open the event and choose the Proposal view. The board is organized into numbered sections that mirror the document your client receives: the details, vision, arrangements, rentals, services, operational costs, and payment schedule. Every section has an add button in its empty state, and the running totals sit in the rail beside the board.
Step-by-step walkthrough
Add arrangements
There are four ways to add an arrangement, and you can mix them freely:
- Quick add takes a name, group, quantity, and price, and adds an estimate row. Use it when you know the number and want to move fast.
- Build manually 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.
- Add from 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 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.
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
Rental pieces from your arrangements appear automatically and are not double-charged. 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, and discount. 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.
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.
What happens next
When the board looks right, review the totals in the rail, use Client view to see the document as the client will, and move on to sending the proposal.
Once a proposal is sent it locks, and every section shows a revision prompt instead of editing directly. That is deliberate: the client should always be looking at exactly what you approved. Create a revision when something needs to change.