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

Written by Tony Guerrie
Updated over 10 months 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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