Configure proposal defaults

Use the Proposal tab to decide what a new proposal should show and how it should look. The settings are copied into events created without an event template, so review them whenever your standard proposal changes.

The image below shows the expanded Document Design controls in context.

Set expiration and date visibility

1. Open Event Settings and select Proposal.

2. Turn Expires on when proposals should have a time limit.

3. Enter the period in Expires After (days).

4. Turn Show Date on when the event date should appear in the proposal.

The default is a number of days; an individual event's Proposal tab uses an expiration date. This does not replace the event date or payment deadlines.

Configure proposal sections

Use Add Section to add content, Reorder Sections to arrange it, and Section Settings to change one section's presentation. Within a section, Show Heading controls its heading and Delete Section removes that section. The same controls are explained in Proposal sections.

Include the information a client needs to evaluate the work in the proposal. Keep detailed internal planning in the event build and related florist-facing views, not in a client-facing proposal section.

Configure Document Design

Select Configure in Document Design. Choose the Background, Texture, Default Font, and Default Font Color that should start in new proposals. These choices save as you change them; select Hide to collapse the controls.

Use Bulk Update Sections Style to apply selected style properties across sections, then select Update in that dialog. Proposal design explains those shared design controls. They change presentation, not event pricing, contract terms, or payment schedules.

Understand the scope

Saving here changes the default proposal setup for future events created without an event template. It does not update an existing event's proposal. To change one event, open that event's proposal settings.