If you don’t yet have a proposal template set up, we recommend starting with this article to help guide you in the right direction and get you up and running.

Once you’ve added all the details for a booking in Event Temple, you’re ready to turn it into a proposal. To get started, navigate to the Proposals menu on the left side of the booking screen and click the + button.

Select what template you'd like to use. Having a pre-configured proposal templates in place makes it easy to create polished proposals quickly, using pre-selected images and messaging. This helps streamline the process so you can send out professional proposals with minimal effort.
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Once you've selected the template you'd like to use, select Next.
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The proposal title will default to your booking name, but you can update it as needed. You can also set an expiration date. After this date, the proposal will be marked as expired. By default, the system sets the expiry to 14 days from the creation date.
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Once you’ve added the proposal details, click Create to continue.
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At the top of the page, you’ll see key details about your proposal, including the booking name, booking status, creation date and time, and engagement (such as whether it’s been viewed). You can also enable a required signature for acceptance from this section.
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Within your proposal, you can easily update images and edit text by hovering over the content and clicking the edit icon to open the element or clicking on the element. You can also delete elements from here if needed.
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In the Room Block and Events sections, you’ll see guest room dates, number of nights, room quantities, and event details, along with estimated totals for each. This information is automatically pulled from your booking, so there’s no need to enter it manually.
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If you need to make any changes, update your booking and the changes will be reflected in your proposal.

Add-ons are a great way to offer optional extras that clients can choose to enhance their event. You can select items from your Menus to include here. Click on the add-ons element add menu items.
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You can set a quantity for each add-on, or enable flexible quantity to allow your client to choose their own. You can also set minimum and maximum limits if needed. Once ready, click Apply to add them to your proposal.
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More details on how to set up add-ons can be found here.
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A Charge Summary is included after the Room Block, Events, and Add-ons sections. Selecting this element opens a menu where you can rename it, choose whether to include guest room revenue, and decide if a tax breakdown should be displayed. Click Apply if changing this.
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Attachments can be added at the bottom of the proposal. This is a great place to include additional information such as property details, terms and conditions, and privacy policies. Please note that these must be added as URL links.
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Have more information to include? Click the + button at the bottom of your proposal page. From here, you can add additional content, pricing and revenue details, as well as totals and summary information.
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A footer is included at the bottom of the proposal, featuring your profile picture (if enabled), along with your contact details and property information. This data is automatically pulled from your user profile and organization settings.
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When you’re ready to send this to your customer, simply click the blue Share button located in the top right-hand corner of your screen.
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There are two options:
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1. Email
Your clients email will automatically populate for you. You can add a message to the email to customize it and make it more personal. A button to view the proposal will automatically be added and will look like this:
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2. Share via Link
You can copy this link and send it directly to your client outside of the Event Temple email system. Your proposal will still be updated to Sent.
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When your customer receives the proposal, they can easily interact with it in a seamless, user-friendly experience. They’ll be able to view all details, adjust add-ons as needed, and sign to accept the proposal.
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Once accepted, the proposal will automatically be locked, allowing you to confidently move forward to the next stage of the booking process.
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