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