A well-built proposal template is essential because it ensures every proposal you send is clear, consistent, and professional. It helps you save time by reducing manual formatting and repetitive work, while also minimizing errors or missing information.
A strong template also creates a better experience for your clients by presenting all key details such as pricing, terms, and event information in a structured and easy-to-understand format.
Tips & Tricks
Start with the Standard Proposal Templates and clone it into your organization. This is the fastest way to get set up and can save significant time compared to building from scratch.
Aim to keep your templates streamlined. Avoid having too many, but also don’t rely on a one-size-fits-all approach. Instead, create a dedicated template for each booking type (e.g., Group Only, Meeting Only, Group with Meeting, Weddings) so each one stays focused and relevant.
Keep your templates fresh. Review them on a regular basis. Rates, packages, and imagery evolve over time, and your proposals should reflect the most current and compelling version of your offering.
For templates tied to contracted business, consider enabling “Require Signature to Accept” by default to help streamline the approval process and ensure clarity with clients.
Getting Started
To create a proposal template, go to Settings in the left-hand toolbar. From there, select Templates & Files, then click into Proposal Templates.
If you’d like to create a template from scratch, click + New Template. You can also choose from a range of pre-designed options available under “Event Temple Standard Proposal Templates.”
Starting with a Standard Proposal Template is the quickest and easiest way to get up and running.
Using the Standard Proposal Templates, you can preview and clone any option to save it as your own template, which you can then customize and edit as needed.
Any templates in your account will be moved to Organization Proposal Templates after they are saved.
Edit Elements
To edit elements within your template such as images or text simply hover over the section you’d like to update and click the edit icon in the top right-hand corner.
If you’re creating a template from scratch, or would like to add additional elements such as text or media, simply click the grey + button located just above the footer.
This menu is organized into three main sections: Content, Pricing & Revenue, and Totals & Summary.
To change the order of elements in your template, use the waffle icon next to each section. Click and hold it, then drag the element to where you’d like it to appear.
Adding Room Block & Event Elements
Of course, two of the most important pieces of information to highlight are room blocks and events.
To add these elements, click the grey + button, navigate to the Pricing & Revenue category, and select the options you’d like to include.
The information for these sections will automatically populate in your proposal when it’s created from a booking. Alternatively, you can use Quick Mode to quickly add details without needing to create a booking first.
Edit, Clone or Delete a Template
From the Organization Proposal Templates list:
Edit — click the template name to open and make changes. Existing Proposals already created from this template are not retroactively updated.
Duplicate — click the Actions icon next to a template and choose Duplicate. Use this when you want to create a variant (e.g. a different language or a seasonal version) without starting from scratch.
Archive — archive a template to hide it from the picker without deleting any Proposals that were already created from it.
