Smart Proposal Templates let you create professional, interactive proposals tied directly to a booking. Using templates, you can standardize branding, content, and layouts across different languages, event types, or market segments. This guide walks you through creating, copying, editing, and managing templates, as well as tips for designing effective Smart Proposals.
Note: Advanced Proposals give access to AI Add-on elements and AI email parsing (paid features). Standard Smart Proposals do not require these add-ons.
Accessing Proposal Templates
Navigate to: Settings → Templates & Files → Proposal Templates
You’ll see two tabs:
Organization Proposal Templates – templates created and managed by your property
Event Temple Standard Proposal Templates – pre-built templates provided by Event Temple
All templates you create or copy appear under the Organization tab.
Creating a New Template
Ensure you are in the Organization Proposal Templates tab
Click New Template
Complete the setup fields:
Title – descriptive name (e.g., “Corporate Proposal 2026” or “Wedding Proposal – Summer”)
Language – determines default text and merge fields
Banner Image – high-resolution JPG or PNG to display at the top
Click Save → opens the Proposal Editor, where you can begin adding elements.
Tip: Clear, descriptive titles make templates easier to organize and find.
Copying an Existing Template
Instead of starting from scratch, you can copy a professionally designed template:
Go to Event Temple Standard Proposal Templates tab
Browse and preview available templates
Select Copy (or Use Template, depending on UI)
The copied template appears under Organization Proposal Templates, ready for full customization.
Pro-Tip: Copying pre-built templates is the fastest way to build proposals with structured layouts and placeholder content.
Customizing Your Template
You can structure your Smart Proposal using four main elements:
Content Element
Flexible text-and-image block
Ideal for introductions, package highlights, or visual sections
Use the basic format tools to influence how the text looks. Font styles cannot be changed, and merge fields cannot be added.
Event Timeline Element
Displays the event schedule (Meetings, Dinners, Receptions, etc.)
Toggle Hide Price if needed
Room Block Element
Shows guestroom blocks and rates associated with the booking
Toggle Hide Price
Display options: Total per Room Type or Occupancy Level
Charge Summary Element
Displays financial totals (e.g., F&B Minimum, Line Items)
Editing & Managing Elements
Edit: Pencil icon on the element
Remove: Trash icon
Reorder: Drag elements up or down
Duplicate Template: Copy an entire template for reuse
Best Practice: Place Content Elements between system-generated elements for a clean layout. Keep large images near the top for visual impact and add Charge Summary toward the end for clarity.
Managing Your Templates
From the Proposal Templates list, you can:
Open a template to edit
Duplicate a template to create variations
Delete templates you no longer need
Pro-Tip: Regularly review your templates to keep your library organized. Use clear naming conventions and include branding in the banner image. Review quarterly to ensure pricing, branding, and images remain current.
Best Practices
Use multiple Content Elements instead of one long block for easier editing
Use Event Timeline and Room Block elements only once per template
Place system-generated elements thoughtfully to maintain a clean flow
Keep templates consistent across languages, event types, and market segments