Add event information and text to a proposal

Proposal sections can present information already stored on the event and can add text that belongs specifically in the proposal. Clients, Contacts, and Timeline read from the event. Notes and Links are edited in the proposal section itself.

Use proposal sections to add, arrange, show, hide, and preview these sections. For the information that feeds them, see manage clients, signers, and professional contacts, plan the event timeline, and manage event data and the team. Use proposal design for shared section styling.

Add clients and contacts

1. Open the event and select Proposal.

2. Open an existing section's settings, or select Add Section Above where the information should appear.

3. Under Event Details, select Clients or Contacts, then select Add.

The Clients section shows the clients attached to the event. The Contacts section shows the event's professional contacts. Each displayed record can include its name and any available company, email, phone number, or role. If the information is missing or incorrect, edit the person in Details > Contact Info. Use Add Client under Clients or Add Contact under Professional Contacts to add someone. The Proposal tab does not edit the underlying contact record.

Select Preview Proposal. Confirm that the intended client and professional contact information appears in the correct section and order.

Add a timeline

1. In Add Proposal Section, select Timeline under Event Details, then select Add.

2. In the timeline section, review each event timeline item. Turn Show in Proposal on for the items the client should see.

3. Open Section Settings when the client-facing presentation needs more detail. Use Show Location Address to show the address instead of only the saved location name, and use Show Timeline Notes to include an item's notes.

4. Under Date, choose Item, Header, or Both. Turn on Show Day of Week when the weekday should appear with the date.

Timeline items are created and edited under Details > Timeline. Turning Show in Proposal off hides an item from the client-facing timeline without removing it from the event's internal timeline. The proposal timeline is sorted by the date and time saved on each timeline item.

Select Preview Proposal. Confirm that only the enabled timeline items appear, with the location, notes, and date display you selected.

Add proposal notes

1. Under Notes in Add Proposal Section, select Notes, then select Add.

2. Select the Notes... editor in the new section and enter the text for the proposal.

3. Use the rich-text controls when formatting helps the recipient read the content. Changes save automatically. Wait for Saved, then select Save and Close when you have finished.

These notes are proposal content for the client. They are separate from the internal event notes under Details > Notes. Use Section Style to adjust the proposal note's font, size, color, and alignment.

If the editor shows a failed save or a conflict with another session, use the save and conflict controls before leaving the page. Previewing the proposal does not resolve an unsaved draft.

The note below explains the proposed flower colors and reception arrangements. Use this section for text you want the client to read as part of the proposal.

Select Preview Proposal. The saved note should appear as formatted proposal text without the editor controls.

Add proposal links

1. Under Notes in Add Proposal Section, select Links, then select Add.

2. Hover over the empty Links section and select the add control with the tooltip Add or edit links.

3. In Proposal Links, enter any supported destinations: Website, Facebook, Instagram, X, Pinterest, or TikTok.

4. Select Save.

The Proposal Links dialog keeps the website and social destinations together. Only fill in the destinations you want to include.

FlowerBuddy displays an icon only for a destination with a saved URL. Select an icon in the preview to open that destination in a new browser tab.

Select Preview Proposal and confirm that the intended link icons appear across the section. A link entered without http:// or https:// is normalized to use https:// when it is saved.