Event Temple

Proposals reduces the time between receiving a lead and sending pricing to your client. It pulls booking details to generate a modern, professional proposal in minutes. Proposals are customizable, mobile-optimized, support interactive upsells, and can be converted to a booking with a single click.

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Go to Settings → Templates &amp; Files → Proposal Templates

Click Event Temple Standard Proposal Templates

- Hotel Proposal 
- Conference Proposal

- Click the eye icon, select Clone, and rename your copy
- Your cloned template now appears under Organization Proposal Templates
- Update branding, photography, text, or layout elements as needed

1. Go to Settings → Templates &amp; Files → Proposal Templates
2. Click Event Temple Standard Proposal Templates
 
 
 
3. Choose a Template Type
 - Hotel Proposal 
 - Conference Proposal 
4. Clone and Customize
 - Click the eye icon, select Clone, and rename your copy
 - Your cloned template now appears under Organization Proposal Templates
 - Update branding, photography, text, or layout elements as needed

Tip: Cloning preserves standard templates while letting you maintain multiple versions.

Open the Booking you want to create a proposal for.

Review and update event and guest room details.

In the Proposal box (left panel), click + to generate the proposal. ​

Review the automatically generated proposal for accuracy.

Click Share to email the proposal directly to your client.

1. Open the Booking you want to create a proposal for.
2. Review and update event and guest room details.
3. In the Proposal box (left panel), click + to generate the proposal. ​
 
 
4. Review the automatically generated proposal for accuracy.
5. Click Share to email the proposal directly to your client.

Tip: Clients can adjust optional items and quantities. Once accepted, convert the proposal to a booking in one click.

Open the Proposal you want to share

- The email will be sent from a <a href="mailto:noreply@eventtemple.com" rel="nofollow noopener noreferrer" target="_blank">noreply@eventtemple.com</a> address

(Optional) Add a personal message for your customer

1. Open the Proposal you want to share
2. Click Share
3. A pop-up window will appear showing:
 - The email will be sent from a <a href="mailto:noreply@eventtemple.com" rel="nofollow noopener noreferrer" target="_blank">noreply@eventtemple.com</a> address
4. (Optional) Add a personal message for your customer
5. Click Send

Proposals do not rely on Document Templates — customization and translations happen directly within the proposal template itself.

Ensure translations or secondary languages are set up before generating proposals for international clients.

A Contact must be associated with the Booking to be able to create a Proposal.

- Proposals do not rely on Document Templates — customization and translations happen directly within the proposal template itself.
- Ensure translations or secondary languages are set up before generating proposals for international clients.
- A Contact must be associated with the Booking to be able to create a Proposal.

Professional: Mobile-friendly, modern layout

Interactive: Clients can self-serve adjustments

Revenue-friendly: Optional/upsell items boost order value

Seamless workflow: 1-click conversion from proposal to booking ​

- Professional: Mobile-friendly, modern layout
- Interactive: Clients can self-serve adjustments
- Revenue-friendly: Optional/upsell items boost order value
- Seamless workflow: 1-click conversion from proposal to booking ​

If you do not have access to this feature, please contact our support team who will happy to assist.

Automate client-ready proposals from leads, customize templates, review details, and share instantly. Proposals are mobile-friendly, interactive, and convert to bookings in one click.

Proposals

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Proposals

Overview

Setup Instructions

Using Smart Proposals

How to Send a No-Reply Email

Important Notes & Limitations

Why Use Proposals?