Proposal templates let you present packages and add-ons in a polished, interactive format—whether you’re offering selectable options or a styled estimate.
Be sure to check out the Elevate your Proposal Template Design article for additional tips and best practices.
Create a Proposal Template
To create a template:
Go to Billing in the left hand navigation → Proposal Templates
Click Add Proposal Template in the upper left hand corner
Choose a pre-built template or start from a blank template
Click the button below your selected option to begin editing
Proposal Template Settings
To access settings, click the settings icon within the template editor.
Package & Add-On Selection
Turn on Allow Package Selection to let clients choose packages
Set minimum and maximum package selections
Turn on Allow Add-On Selection to let clients choose add-ons
Set minimum and maximum add-on selections
Font Settings
Select a font from the dropdown menu.
💡 Tip: Fonts load as you scroll—hover over a font to preview it before selecting.
Display Preferences
Customize the overall look of your proposal by adjusting:
Button color
Button text color
Form background color
Text color
You can select colors visually or enter RGB values.
Add & Manage Proposal Elements
Click the + button at the top of the proposal template to add elements to your template.
Elements are grouped into:
Proposal Options
Layout Options
Form Options
Event Detail Options
Click on one of the options to add it to the proposal template. Selections will be added to the bottom of the proposal template.
Once added, you can:
Edit (click or hover → Edit)
Copy (duplicate an element)
Remove (delete an element)
Reorder (drag and drop)
Package Display & Selection
Use this option to display packages and allow client selection.
Add Packages
Add up to 3 packages per row
Click into each package tab to select a package
Search by name and select from your existing packages
Package Row Settings
Choose how many packages appear in the row
The number of editable package tabs will adjust automatically
Customize Package Display
Control what information is shown:
Package description
Package price
Package image
Image gallery (optional)
Image display options:
Use default package image
Upload a custom image
Hide the image
ℹ️ Ensure your image dimensions match your proposal layout for best display. Review the guidelines here.
Package Selection Buttons
Customize the button text shown to clients:
Unselected Button Text (before selection)
Selected Button Text (after selection)
Package Selection Settings
Allow clients to select more than one quantity
Set minimum and maximum quantities
Example:
Allow up to 2 of a package → Yes (multi-select), Min: 1, Max: 2
Add-On Selection Within Packages
Enable clients to choose add-ons after selecting a package.
Add-ons may be included in the package price or priced separately
If the package has no price, add-ons will display individual pricing
You can also:
Apply price increases to specific add-ons (e.g., premium options like shrimp)
Add-On Quantity Settings
Set a fixed quantity (default = 1)
Or set to inherit package quantity
Example:
If a client selects 4 packages, they can automatically select 4 of the add-on when inherited.
Add-On Display & Selection
Use this option to display standalone add-ons.
Add Add-Ons
Add up to 3 add-ons per row
Select add-ons by searching and choosing from your list
Customize Add-On Display
Show/hide description and price
Use default, custom, or no image
ℹ️ Ensure add-on images follow recommended sizing for best display.
Add-On Selection Settings
Allow multiple quantities
Set minimum and maximum selection limits
Fees & Automation
Fees can be automatically applied based on package selections.
Fees are configured within packages
When a package is selected, associated fees can auto-apply
Layout Options
Enhance and organize your proposal with additional content blocks.
Section Titles
Use section titles to break up and organize your proposal.
Text & Image Columns
Add flexible content areas with:
1, 2, or 3 column layouts
Text, images, or tables
Switch between columns using the tabs in the editor.
Form Options
Collect additional information directly within your proposal.
Available field types:
Single answer
Dropdown list
Multi-select
Two-column list (e.g., wedding party)
Comments section (long-form response)
Event Detail Fields
Capture event information that updates automatically in the system.
Add fields like Guest Count, Event Date, etc.
Submitted responses update the event record automatically
ℹ️ If a field already contains data, new submissions will overwrite it.
Reordering & Editing
Drag and drop elements to reorder
Use List View for easier organization in longer templates
Quickly edit packages and add-ons directly within the layout
