Proposals
- Editing F&B Package Line Items in a Proposal
- Adding a F&B Package into a Proposal
- 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
Invoices and Payments
- Editing F&B Package Line Items in an Invoice
- Adding a F&B Package into an Invoice
- Overview - How Do Invoices Work
- Adding a New Invoice
- Creating an Invoice from a Proposal
- Importing an Invoice Template into a New Invoice
Contracts and Electronic Signatures
Banquet Event Orders (BEOs)
- Overview - How Does the Banquet Event Order (BEO) Tool Work
- Managing the BEO Tool Settings in Your Account
- Managing the BEO Tool Settings in Your Account
- Creating/Editing Content Panels for BEO Layouts
- Creating/Customizing BEO Layouts
- Adding Custom Panels/Fields to BEOs
Food & Beverage
- Overview - How Do Food-&-Beverage Packages Work
- Managing Food & Beverage Settings in Your Account
- Creating & Managing Ingredient Lists
- Building & Managing Recipes in the Food & Beverage Settings
- Creating & Managing Food & Beverage Characteristics
- Creating & Editing Food & Beverage Categories
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