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.
Quick Mode is perfect when you want to respond to a client quickly but aren’t quite ready to create a full booking yet.
To get started, navigate to the Proposals tab on the left-hand side. Select + New Proposal the top of the proposal page.
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.
Once you've selected the template you'd like to use, select Next.
Proposal Details
Start with "create a new booking" selected
Select an existing contact and account or create new ones
Enter a booking name and booking type
Enter booking start and end dates
Select the Pipeline stage you’d like the new booking to enter
Title your proposal
Add an expiration date. This date will automatically default to 14 days after the creation date
Select Create at the bottom
Editing Your Proposal
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.
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.
Room Blocks & Events
To use Quick Mode, go to the Room Block or Events section of your proposal (whichever is applicable) and click the element to open the edit menu. You’ll see Quick Mode listed beneath the title. This is enabled by default when creating a proposal without an existing booking.
If editing a Room Block, you can enter the nightly rate, number of rooms, and arrival and departure dates for your group. Select Apply.
If editing Events you can use Quick Mode to input a minimum spend to display in your proposal, or utilize the Avg Cheque Estimate. Select Apply.
Sharing Your Proposal
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.
There are two options:
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:
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.
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.
Once accepted, the proposal will automatically be locked, allowing you to confidently move forward to the next stage of the booking process.
Ready for the next step? Explore how to use add-ons, review your charge summary, include attachments and additional content here.