PRODUCT & SETUP GUIDE · 4 STEPS

Share proposals and invoices

A proposal brings the client’s event details, packages, add-ons, booking terms, and balance together.

Follow these steps

1. Prepare the proposal with the client’s event details, packages, add-ons, and booking terms. Review the offer before sharing it.
2. From the proposal Summary tab, choose Send Email, review the recipient and message, then choose Send proposal. The server adds the secure proposal link.
3. Clients can review the proposal and provide a typed electronic signature when the proposal requires it.
4. For an updated invoice, open Money → Invoice → Send updated invoice, review the details, and send. Customers can print the live invoice or save it as PDF.