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Proposal: How to Add Client and Professional Info to a Proposal

Tony Guerrie avatar
Written by Tony Guerrie
Updated over 2 weeks ago

Include client and contact info in your FlowerBuddy proposals

Summary

This tutorial explains how to add both client details and your professional contact information to a proposal in FlowerBuddy. It guides you through the process of entering this data in the event details and inserting it into the proposal using predefined sections.

Instructions

  • Open the event in FlowerBuddy and go to the Detail tab.

  • In the Contact Info block, add both your client's contact information and your own professional contact details.

  • Switch to the Proposal tab.

  • Click to add a new section to the proposal.

  • Select the Event Client section type to display your client’s contact details.

  • Add another section and choose the Event Contacts section type to include your professional contact info.

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