Business and Catering Tools

Proposals

• Overview - How Do Proposals Work
• Adding a New Proposal
• Importing a Proposal Template Into a New Proposal
• Linking a Proposal to an Event or Lead
• Adding a Proposal Line Item
• Adding an Image to a Proposal Line Item
See all 18 articles

Invoices and Payments

• Overview - How Do Invoices Work
• Adding a New Invoice
• Creating an Invoice from a Proposal
• Importing an Invoice Template into a New Invoice
• Linking an Invoice to an Event
• Adding an Invoice Line Item
See all 20 articles

Contracts and Electronic Signatures

• Overview - How Do Contracts Work
• Adding a New Contract
• Importing a Contract Template Into a New Contract
• Collecting Electronic Signatures for Contracts
• Linking a Contract to an Event

Banquet Event Orders (BEOs)

• Overview - How Does the Banquet Event Order (BEO) Tool Work
• Managing the BEO Tool Settings in Your Account
• Adding Custom Panels/Fields to BEOs
• Managing Default Fields and Text in BEOs
• Editing a BEO Inside an Event
• Collecting Signatures for BEOs
See all 7 articles

Food & Beverage

• Overview - How Do Food-&-Beverage Packages Work
• Creating/Using Food-&-Beverage Package Templates
• Adding/Managing Food & Beverage Items
• Adding Food-&-Beverage Packages to Events
• Sharing & Downloading Food & Beverage Package Menus

Budgets

• Overview - How Do Budgets Work
• Adding/Managing Budget Line Items
• Adding/Managing Budget Categories
• Creating/Managing Budgeting Groups
• Managing Line Items in Batches with Checkboxes
• Assigning Managers and Vendors to Budget Line Items
See all 11 articles