Scope of Services
Scope of Services is the proposal section that summarizes what the event includes for the client. It can present event recipes, recipe groups, quantities, selected prices, discounts, taxes, and the total that the event currently calculates. It is a client-facing view of event information, not a replacement for the internal Recipes tab.
In a proposal preview, Scope of Services shows the client's line items. This example includes bouquets with their quantities, prices, descriptions, and photos.
Open the section settings
Open the event and select Proposal.
Find Scope of Services on the proposal canvas and open its Section Settings control.
Review the section on the proposal canvas.
Scope of Services is a special section. It is part of the proposal's structure and cannot be removed or disabled through the ordinary section switch. Its content follows the event's included line items and their current values.
Client view
The section can show a recipe or recipe group as a client-facing line. A group can represent several recipes while keeping the individual recipes available for production planning. The quantity and price shown depend on the event item and the proposal's display settings.
When the section has a populated event, review these areas:
The order of recipes and recipe groups.
The client-facing name and description.
Quantity and optional-item choices.
Recipe price and item detail visibility, when those settings are available.
Section subtotals and the event total.
Discounts, taxes, and applicable fees that the event currently includes.
The available item and price values come from the event. Change those underlying event values in the page that owns them, then return to Proposal and preview the result. Do not use a proposal style control to change a contract or payment setting.
Control recipe images and notes
In the Scope of Services settings, use Images to show recipe images and Notes to show Proposal Notes. These are separate choices. Turning on Notes does not turn on Images, and Florist Notes are not proposal content.
If an image is missing, confirm that the recipe has an image under Recipes > Inspiration Photos & Notes, then check Images here and preview the result. For a recipe inside a group, also review whether the group shows its individual recipes. Use Line Item Prices for price visibility rather than hiding the whole Scope of Services section.
Check missing line items and headings
Check a missing recipe or other cost on Recipes first. It needs a quantity greater than zero to appear as a current offering. If editing is locked, use the event's normal unlock and amendment process before changing the quantity.
A percentage other cost that calculates to $0.00 is omitted from the proposal. Check both its percentage and the line items it applies to. A heading is omitted when it has no visible items beneath it, so an empty heading can disappear along with a zero-value charge.
Amendment comparisons can retain an original quantity or amount to explain a change to the client. An original nonzero amount may therefore remain visible beside its amended value. Review the published amendment comparison before treating that retained line as an error.
Check amendments
When the event has pricing or date changes held as amendments, the section can show the amended values after Amendments Published is turned on. If inline amendments are available in the rendered view, the proposal can show the original and amended information together. Review the section in Preview Proposal before sharing it.
Preview line items and totals
The section is ready to review when its line items, quantities, and totals match what you intend to present. Select Preview Proposal and read the section as a client would. If an item is missing, check whether it is included in the event and whether its quantity is greater than zero. If a total is unexpected, review the event's pricing, taxes, discounts, and fees on their owning tabs.
The bottom of the section brings the line items together with the event's subtotal, discounts, taxes, and total.
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