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  1. Help Center
  2. Business and Catering Tools
  3. Proposals

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
  • Adding a Proposal Line Item
  • Adding an Image to a Proposal Line Item
  • Importing a Line Item Template into a Proposal
  • Managing Proposal Line Items in Batches With Checkboxes
  • Adding Additional Fees to Proposals
  • Adding/Managing Categories for Proposals
  • Using/Managing the Proposal Image Gallery
  • Attaching Files to a Proposal
  • Adding Introductory/Contractual Text to a Proposal
  • Emailing Proposals to Clients
  • Collecting Electronic Signatures for Proposals
  • Creating a Change Order for a Signed Proposal
  • Copying Proposal Line Items to the Event Budget
  • Tagging a Proposal
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