Creating and Sending EventSync Proposals
Build a line-item proposal for an event, send it for the client to accept online, and track the reply.
A proposal is how an event inquiry becomes a quoted number the client can accept. Proposals live on the event, under Proposals.
Creating one
New Proposal opens the editor. A proposal has three parts:
Proposal Details
The title, the event it belongs to, and an expiration date. The expiration is required — a proposal without one sits open indefinitely, and the date is what gives a follow-up its reason to exist.
Message to Client
A short covering note shown above the pricing. This is the only free-text section; there is no fixed multi-section template to fill in.
Line Items
The pricing itself. Each line has an Item name, an optional Description, a Unit Price and a quantity, with a running Total and a Summary beneath.
Your Packages from EventSync Settings are offered here as ready-made lines — that is what packages are for. Adding one drops in its name, description and price, and you edit from there. Changing a line on a proposal never changes the package.
Sending it
Save as Draft while you work. When you send, the proposal moves to Sent and the client gets a link to view and respond to it online — no login, no PDF attachment. You can also copy the link and send it yourself.
Statuses
Draft → Sent → Accepted or Rejected.
Accepted and Rejected are set by the client's own response, so the status reflects what they did rather than what you assumed. The Open Proposals figure on the EventSync Dashboard counts only proposals in Sent — genuinely awaiting a reply.
After acceptance
There is no "convert to contract" button. An accepted proposal does not generate a contract, and moving the event to Booked is a separate step. After a client accepts:
- Create the contract from the event's Contracts tab
- Move the event to Booked, which generates its public slug and puts it on your calendar
Where proposals are listed
Every event proposal also appears on the module-level Proposals page, which is a read-only roll-up. Proposals are always created from the event they belong to, never from that list.
Related articles
- EventSync Settings and Configuration — packages, which become line items
- EventSync Contracts and E-Signatures — the next step after acceptance
- Managing the Event Pipeline — moving the event to Booked
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