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A proposal the client accepts from their portal.

Price the offer from your own services, send it with the agreement and the deposit, and see when the client has opened it. They accept or decline it in their portal.

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Sales

What you sell

Full planning$9,800
Day-of team$800
Vendor management$2,400
Rehearsal coordination$1,200
Design and floor plan$3,000

How you bundle it

Gala planningIncluded services: 4
$18,400
Client portalMaya Okafor
Proposal · acceptedHarbour Lights Gala planning
$18,060
Full planning$9,800
Day-of team$3,200
Vendor management$2,400
Design and floor plan$3,000
Accept proposalDecline

Proposal accepted. Your planner can see your approval.

HEHarbour Events
Send to MayaAccepted

Harbour Lights Gala planning

Proposal for Maya Okafor, Harbour Trust · Sunday 14 Mar 2027

Sent Oct 9 · Viewed Oct 9 · Accepted Oct 9

Service nameQuantityUnit price (USD)Amount
Full planning1$9,800$9,800
Day-of team4$800$3,200
Vendor management1$2,400$2,400
Design and floor plan1$3,000$3,000
Discount (USD)1,200
Tax rate (%)5
Expires on (end of day UTC)Oct 23, 2026
Subtotal
$18,400
Discount
−$1,200
Tax (5%)
$860
Total
$18,060
Harbour Events · Harbour Lights Gala · Proposal
HEHarbour Events
Accepted

Harbour Lights Gala planning

Proposal for Maya Okafor, Harbour Trust ·
Sunday 14 Mar 2027

Sent Oct 9 · Viewed Oct 9 · Accepted Oct 9

Send to Maya
Full planningQuantity 1 · Unit price $9,800
$9,800
Day-of teamQuantity 4 · Unit price $800
$3,200
Vendor managementQuantity 1 · Unit price $2,400
$2,400
Design and floor planQuantity 1 · Unit price $3,000
$3,000
Discount (USD)1,200
Tax rate (%)5
Expires on (end of day UTC)Oct 23, 2026
Subtotal
$18,400
Discount
−$1,200
Tax (5%)
$860
Total
$18,060
Harbour Events · Harbour Lights Gala · Proposal

Sales

What you sell

Full planning$9,800
Day-of team$800
Vendor management$2,400
Rehearsal coordination$1,200
Design and floor plan$3,000

How you bundle it

Gala planningIncluded services: 4
$18,400
Client portalMaya Okafor
Proposal · acceptedHarbour Lights Gala planning
$18,060
Full planning$9,800
Day-of team$3,200
Vendor management$2,400
Design and floor plan$3,000
Accept proposalDecline

Proposal accepted. Your planner can see your approval.

One link, in the order the client works it.

The Booking tab lists the proposal, the agreement and the invoice in the order you choose, each with its own history: sent, viewed, not accepted yet. The client gets one link, and each step opens when the one before it is done.

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Lakeside FundraiserSep 18, 2027 · River House
OverviewPlanPeopleFinancesClient
BudgetPaymentsBooking
Documents3Waiting on the client3ClientReadyBookingOpen

Booking documents

In the order Dana will do them.

Step 1 · Proposal ViewedLakeside Fundraiser proposalSent Jul 2 · Viewed Jul 3 · Not accepted yetRemindOpen
Step 2 · Agreement SentEvent services agreementSent Jul 2 · Not signed yetRemindOpen
Step 3 · Invoice SentLakeside Fundraiser · $12,600Sent Jul 2 · Due Sep 4RemindOpen

Lakeside Fundraiser booking

3 of 3 steps left.

  1. 1ProposalLakeside Fundraiser proposalReady for youReview the proposal
  2. AgreementEvent services agreementOpens when the step above is done
  3. PaymentLakeside FundraiserOpens when the step above is done

Build offers from what you sell.

Keep your services and their prices in one library, and bundle them into packages. A package becomes the proposal on an event; changing the package later leaves proposals already made as they are.

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Your offer libraryReusable services and packages become proposals and contracts inside each event.
Active services5Reusable line itemsPackages2Ready for proposalsContract templates3Edit them in Templates

What you sell

Full-service planningFixed fee$7,500.00
Design and productionFixed fee$3,500.00
Event-day teamPer person, for the day$375.00

How you bundle it

Gala planningFull-service planning · Design and production · Event-day team$12,500.00
Corporate offsiteOffsite planning · Production team$18,000.00

Shape each proposal before it goes.

Change the lines, quantities and prices for this client, add a discount and a tax rate, and set the day the offer expires. The total works itself out as you type.

Shape the offer

Proposal titleLakeside Fundraiser proposal

ServiceQtyUnit price

Full-service planning1$7,500.00

Design and production1$3,500.00

Event-day team4$375.00

Discount (USD)500.00Tax rate (%)5Expires on07/16/2027
Subtotal
$12,500.00
Discount
−$500.00
Tax (5%)
$600.00
Total
$12,600.00
CancelSave draft

Draft the whole booking in one step.

A booking flow drafts the proposal from a package, the agreement from your template and the invoices that follow, in order, with the offer set to expire after 7, 14 or 30 days. Nothing is sent until you have reviewed each draft.

Gala booking Booking flow

1ProposalGala planning$12,500 · the client accepts it
2AgreementEvent services agreementThe client answers its blanks and signs
3PaymentDeposit50% of the proposal ($6,250), due on signing
Offer expires14 days

When you apply it

Every step is drafted on the event, with a draft packet holding them in order. Nothing is sent: you review the drafts, fill in your blanks and send each one, then send the packet.

Also here: the client’s reason when they decline, Remind on anything not done yet, Withdraw, and Preview as the client before you send.

Send the next proposal with its agreement and deposit.

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