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Managing proposals

Updated over 7 months ago

To send a proposal to the client:

  • Click the Send Proposal button in the blue bar at the top of the proposal.

    • You will have an opportunity to customize the email before you send it.

    • You may add an attachment to the email.

    • You can schedule the email to send later by checking the box at the bottom.

OR

  • If you have a Twilio account and have integrated it with your CC account, you can send the proposal via SMS.

OR

  • You can send a link to view the proposal to anyone by clicking the Copy Link button.

    • You can preview the proposal to see how the client will see it.


If you need to make changes to the proposal before you send it:

You can choose a different package or event date by clicking the Edit button to the right of the package on the proposal.

By choosing Edit or Choose New Package, you can:

  • Change the preview image for this proposal only

  • Choose a different package

  • Choose a different date and/or start time

  • Change the number of hours the event will run

  • Change the price

  • Make the event taxable or non-taxable

  • Override the end time of the event


Change the status of a proposal

By clicking the Status bar (purple bar at the top right of the proposal), you can change the proposal and/or Postpone it, which will hide it from your list of active proposals.

Available statuses:

  • Proposal Date Open

  • Proposal Date Reserved

  • Proposal Awaiting Review

  • Confirmed Awaiting Signature

  • Confirmed

You can also permanently delete a proposal by clicking on the status bar

Manage Booking button

The Manage Booking button on a proposal has a dropdown menu with many options for managing your proposal:

  • Edit Title

  • Edit Invoice Recipient

  • Change Status

  • Adjust Payments & Balance

  • Reapply Flex Pricing

  • Change Due Date

  • Change Expiration Date

  • Override Deposit Amount

  • Manage Questionnaires

  • Manage Checklists

  • Edit Contract Terms (for this booking only)

  • Duplicate This Proposal

  • Add New Design Template

  • Edit Proposal Settings (change photo, brand, status, tax rate, customize payment methods available on this booking only)

  • Enable/disable client's ability to change add-ons in this proposal

  • Enable/disable backdrop for this proposal only

    • Let the client choose the backdrop before accepting the proposal - yes or no

Quick Send

The Quick Send button allows you to send messages and manage automated messages about this booking.


Clients

The Actions button in the Clients box allows you to manage the client(s) on the booking.

  • Change/Remove Client accounts

  • Edit Client details

  • Send password reset

  • Resend invitation to client portal

  • Disable automated messages (for this client on this booking only)

  • Hide pricing (for this client on this booking only)

  • Impersonate client

Clients can be given access to the client portal, and can log in to manage the booking.


Contacts

The Actions button in the Contacts box allows you to manage the contact(s) on the booking.

  • Change/Remove Contact accounts

  • Disable automated messages (for this contact on this booking only

Contacts can not be given access to the client portal and can only receive and send messages regarding the booking.


Staff

The Actions button in the Staff box allows you to manage the staff on the booking.

  • Change/Remove staff on this booking

  • Add staff to this booking

  • Impersonate staff assigned to this booking


Referred by

If the client was referred to you by a customer or staff member, you can enter that person's name here to note who referred them.


Additional Information

If you have Extra Questions set up, you can capture that information in this section. To add extra questions, go to Manage --> Booking Engine, select Extra Questions and add your questions, then select "Only for lead forms or internal use".

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