The proposal designer
The proposal designer is where you build out each section of your proposal. Think of it like assembling a mini website for your client — you choose what to show, write your message, upload photos, and arrange everything so it looks just right.Hero / Introduction
This is the first thing your client sees when they open the proposal. You can set a background image, add a title, and write a short welcome message to greet them. It sets the tone for the whole document, so pick a photo and message that match the feel of the event.Venue
Show off the venue with photos and details. If you’ve already added a venue to the event, those details pull in automatically. This helps your client picture exactly where the flowers will go.Moodboard
Upload inspiration photos to create a gallery your client can browse. This is a great place to share reference images, colour palettes, or examples of similar work you’ve done before. It gets everyone on the same page about the overall look and feel.Arrangements
This is the heart of the proposal — a pricing breakdown with photos for each item or group. Your client sees exactly what they’re getting (bridal bouquet, table centres, ceremony arch, and so on) along with the cost for each piece. You can organise items into groups like “Bridal Party” or “Reception” so everything is easy to follow.Terms & Conditions
Add your terms and conditions at the end of the proposal. When your client accepts the proposal, they agree to these terms, so make sure they cover things like payment schedules, cancellation policies, and any other important details.Customising sections
You have full control over what appears in your proposal and how it’s arranged:- Reorder sections by dragging them into the order you want.
- Show or hide sections — if you don’t need a moodboard for a particular event, just turn it off.
- Add your own content to any section with text, photos, or a mix of both.
Choosing a theme
Your proposal uses a theme that controls the overall look and feel — things like layout style, spacing, and visual tone. The default theme is “romantic-garden”, but you can browse other themes and switch to one that better fits your brand or the event style.Style overrides
Even after picking a theme, you can fine-tune the details. Use style overrides to change:- Fonts — pick a heading and body font that match your brand.
- Colours — set your own accent colours, background tones, and text colours.
Template variables
Template variables are placeholders that automatically fill in with real details when your client views the proposal. You type them into any text field using double curly braces, and the system swaps them out for the actual values. Here are the variables you can use:| Variable | What it shows |
|---|---|
{{client.first_name}} | The client’s first name |
{{client.full_name}} | The client’s full name |
{{event.date}} | The event date (short format) |
{{event.date.long}} | The event date (long format, e.g. “Saturday, June 15, 2026”) |
{{venue.name}} | The venue name |
{{company.name}} | Your company name |
{{proposal.title}} | The title of the proposal |
Proposal settings
Before you publish, check the settings panel to control how your client interacts with the proposal:- Show or hide pricing — turn off prices if you want to walk through costs on a call first.
- Require an access code — add a layer of privacy so only people with the code can view the proposal.
- Allow client comments — let your client leave notes and feedback directly on the proposal.
- Company header style — choose how your logo and company name appear at the top.
- Expiry date — set a deadline for how long the proposal stays valid. The default is 30 days.
The expiry date protects you from price changes. Flower costs can shift between seasons, so setting an expiry means you won’t be locked into old pricing months down the line. You can always extend it if you need to.
Attaching photos
You can attach photos to individual items and to groups. Item photos show your client what a specific arrangement looks like, while group photos can set the scene for a whole area (like a wide shot of a reception setup). Good photos make a huge difference — clients are much more likely to accept a proposal when they can see what they’re getting.Using templates
If you often quote for similar events (like a “Small Wedding Package” or “Corporate Table Centres”), save your proposal as a template. Next time, load the template, adjust the quantities and flowers, and you’ve got a new quote in minutes.Publishing and snapshots
When you publish a proposal, the system takes a snapshot of all the quotation data at that moment — prices, items, quantities, photos, everything. This frozen version is what your client sees. If you make changes to the quotation after publishing, those changes won’t show up in the sent proposal. Your client keeps seeing the version you published. To share your updates, you need to republish the proposal, which creates a new snapshot with the latest data. This means you can safely tweak and adjust your quotation behind the scenes without worrying about your client seeing half-finished changes.Common questions
Can I send more than one proposal for the same event?
Can I send more than one proposal for the same event?
Yes. You might send an initial proposal and then a revised version after a consultation. The client portal always shows the latest published version, so your client won’t get confused by outdated quotes.
What happens when my client accepts?
What happens when my client accepts?
The event status updates to Quote Accepted and any hire items are reserved for that date. You’ll get a notification straight away so you can follow up on the deposit.
Do I need to republish if I change something?
Do I need to republish if I change something?
Yes. Publishing freezes a snapshot of your quotation. If you update prices, add items, or change photos after publishing, you need to republish for your client to see those changes.
Can I include discounts?
Can I include discounts?
Yes. You can adjust individual item prices or add a discount line to the proposal. The total updates automatically so your client sees the final amount.
What’s next?
Sending Proposals
Learn how to send your proposal to clients by email, text, or portal link.
Client Portal
See what your client experiences when they open their proposal.
Quotation Builder
Build itemised quotes with recipe-based pricing.
Recipes
Create recipes to accurately cost your flower arrangements.