Proposals are how you share your vision and pricing with clients. Each proposal is a branded online document packed with photos, a clear pricing breakdown, and your terms and conditions. You design it once, send a link, and your client can review and accept it — all from their phone or computer.Documentation Index
Fetch the complete documentation index at: https://docs.florists.digital/llms.txt
Use this file to discover all available pages before exploring further.
This page covers features gated by Manager-tier permissions. Managers and Admins have these by default; your administrator can adjust who has them in Settings > Team.
The proposal designer
The proposal designer is where you build out each section of your proposal — a hero introduction, venue details, a moodboard of inspiration, the itemised arrangements with pricing, and your terms and conditions. Think of it like assembling a mini website for your client: pick what to show, drop in your message and photos, and arrange the sections in the order you want.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 can drop in placeholders for the client’s name, event date, and venue — the editor shows the full list.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, Digital Florists 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 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 proposal is marked as Accepted and the acceptance — including the client’s name, email, IP address, and timestamp — is logged on the proposal timeline. You’ll get an email notification straight away. To reserve hire stock and progress the booking, move the event to Quote Accepted in the event lifecycle yourself.
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.